CBC has a turnkey, low cost solution to allow you to offer your Plan Sponsors a full-featured, state-of-the art platform. Using our “open architecture” recordkeeping system, you can choose from thousands of no-load, no transaction fee, non-proprietary mutual funds from families such as Vanguard, TRowe Price, Janus, etc. This enables you, the advisor, to deliver a diversified fund lineup that is cost effective and allows you to fulfill your fiduciary obligations to the Plan. This platform provides full transparency and also allows us to collect all reimbursements available from the mutual fund companies to offset fees to the Plan or its participants. Please Contact us for a proposal and a side by side plan comparison.
Through its relationship with Certified Advisory Corp (CAC), an SEC registered investment advisor, CBC can provide qualified individuals (CFP® or AIF®) to perform your enrollment meetings for you. Additionally, CBC has an online enrollment system that allows participants the ability to learn about their plan, enroll, make investment changes, and change deferral amounts from the comfort of their computer. Please click here for a demonstration of our online enrollment system. Please Contact us for more information.
Solicitor agreements are available and competitive. Through its relationship with Certified Advisory Corp (CAC), an SEC registered investment advisor, full fiduciary responsibility and management of the plan is available. CAC will advise the Plan and handle the enrollment meetings. Again, you have the freedom to be as involved as you want in the relationship. Please Contact us for details and options.
No matter which scenario is right for you, we provide daily valuation, online account access, enrollment materials, online enrollment, quarterly statements, plan sponsor plan portals, quarterly reports, advisor website, and much more… all at an extremely competitive price. Please Contact us for more information.