Recordkeeping

Partnering with

Once your plan is established, the Certified Benefits Corp (CBC) recordkeeping platform provides the support and accuracy needed to effectively manage ongoing contributions, loans, distributions and all other types of transactions.

Recordkeeping must be meticulous, accurate and efficient to support a viable, successful retirement program. We deliver proven, reliable recordkeeping services supported by a dedicated service team of experts. At CBC we’re flexible. We can offer you fully bundled services (administration and recordkeeping together) or we can work with your current Third Party Administrator and offer recordkeeping-only services. In both service models, Certified Benefits Corp delivers:


  • Daily valuation recordkeeping
  • Investment-independent open architecture
  • Customized enrollment kits and statements
  • Customized participant and plan sponsor websites

 

 

Our Trusted Trading Partner & Custodian:




Our Trusted Partners:

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