CoPiloted Launches Free 401(k) Advisory Service

BOSTON - Aug. 22, 2013 - PRLog -- CoPiloted, a new, web-based financial services startup located in Boston and Seattle, today launches its free 401(k) advisory service www.copiloted.com.

 

“For too long, people have been haphazardly choosing their retirement investments without guidance or advice. Our goal with CoPiloted is to fix this.” says CoPiloted CEO Jeremy De Bonet. “We’re excited to announce our new, free service that provides everyone who is saving for retirement with sophisticated advice typically reserved for very largest of accounts” 

 

“Making intelligent investment decisions in a 401(k) is actually incredibly hard” notes De Bonet. “Until CoPiloted, a typical 401(k) investor had didn't have access to an easy-to-use service that could analyze their personal financial situation and combine that with the specific details of their 401(k) plan to generate personalized investment recommendations.”

 

The CoPiloted service helps users make intelligent investment decisions in their 401(k), 403(b), IRA and other retirement accounts. The free service makes it easy for consumers to provide information about themselves, their financial situation, and their retirement plans, and then receive a personalized investment recommendation.

 

Each CoPiloted recommendation combines users’ individual needs, their specific plan options and constraints, and recent market conditions, with recent advances in investment research. 

 

Users can regularly visit www.copiloted.com to get updated recommendations on how to adjust their accounts to incorporate changes in market conditions and in their personal situation, while adhering to plan rules and minimizing fees.

 

De Bonet also notes the ease with which a user can take advantage of the CoPiloted service. “There’s no need to move your account or deal with annoying paperwork. By just answering a few easy questions, CoPiloted can provide you with specific actions to take in your existing accounts that will give you a responsible and sophisticated retirement investment strategy.”
 

Learn more at www.copiloted.com