Plan Design

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At Certified Benefits Corp (CBC), we offer and service a variety of company-sponsored qualified retirement plans.

Our standard services include an analysis of your corporate goals and plan objectives before we develop a plan designed to meet those objectives. We collect all the pertinent data required to make well-informed recommendations that might call for installation of a new plan or modification of an existing plan. When changes to IRS regulations require a restatement of your plan document, we view this as an opportunity to reassess plan design, not just clear IRS hurdles.

Additionally, we will manage all required plan documents and forms, and complete the necessary steps to secure Internal Revenue Service (IRS) qualification of your plan. This goes a long way toward ensuring your plan enjoys all of the tax advantages of a qualified plan. When changes to IRS regulations require a restatement of your plan document, we view this as an opportunity to reassess plan design, not just clear IRS hurdles.

The Certified Difference!®  It’s all about you, not us!

  • We help you understand the considerations involved in establishing a retirement program. The plans we design are not standardized, they're tailored to fit you.

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About Our Company

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

Get in touch

Address: 1111 Douglas Avenue
                     Altamonte Springs, FL 32714

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

Email: PAS@CertifiedDifference.com

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