CTS RAMP is a program specifically designed for clients who have assets concentrated in their employers’ retirement plans such as a 401(k) or 403(b) plan. Though many companies offer such plans, few have the professional internal resources to effectively and efficiently provide investment advice on an ongoing basis.
Here’s the bottom line. If you’re fortunate enough to have a company that offers you a retirement plan, you should be proactive enough to make sure the right people are keeping a watchful eye on the money.
That’s why we’re here. Not only does CTS RAMP help you with investment decisions, it also proactively monitors your company’s plan to see if any changes are needed when market conditions fluctuate. We currently help clients manage their company retirement plans at Fidelity, Vanguard, TIAA CREF and many others.