Obligations

As a plan sponsor, you need to control your retirement plan's operating costs. And you need to ensure that regulatory and fiduciary obligations are met.

If you already have a plan, chances are you are currently working with an advisor. Nevertheless, you may feel your plan needs a tune-up. We can do that. Whether you prefer a fully bundled approach that includes plan administration and record keeping or prefer to separate the two, CBC can offer the services you need.

PLAN DESIGN

Learn More

ADMINISTRATION

Learn More

RECORDKEEPING

Learn More

Regardless of the range of services you need, your plan will always be managed by our experienced and dedicated team of retirement plan professionals to deliver the most complete and highest quality retirement plan program available.

Our clients receive personal attention, from initial proposal through design and implementation—and ultimately—to delivery of excellent on-going plan administration and recordkeeping. And as we get started together, our accessibility and attention to detail help ensure a smooth transition process.

Whether you are a small start-up, a national company or a financial advisor, we invite you to partner with us to build and manage a highly effective, outcome-oriented retirement plan.

We’re small enough to avoid standardized answers; big enough to meet your needs.

  • We Deliver Value to Every Partnership:

    Industry Expertise

    Our professionals have extensive retirement plan experience and understand industry regulations, plan design and ERISA fiduciary requirements, as well as administration and compliance requirements across all plan types. We'll apply our expertise to the process of choosing, implementing and maintaining the right retirement plan. We can help your plan meet your business goals and help you navigate the complex requirements surrounding plan implementation.

About our company

Our commitment to you, our clients and advisor partners, is to provide the service you expect so plan participants can retire with financial security.

Get in touch

Address: 1111 Douglas Avenue
                     Altamonte Springs, FL 32714

Phone: (800) 393-9900 or (407) 869-9800

Email: PAS@CertifiedDifference.com