Certified Benefits Corp was founded in 1996 as a member of Certified Financial Group (CFG), with the express charter to create a lower cost, customized retirement plan solution for its personal wealth management clients. The objective was to offer an open-fund lineup instead of the limited selection commonly offered by insurance companies and mutual fund providers. We partner with major custodians, independent investment advisors and other Third Party Administrators (TPAs) to provide unbundled, investment-independent retirement plans.
As an independent recordkeeper and plan administration service provider, CBC has the flexibility to design plans and services customized to meet your unique needs. At CBC, we don’t just provide a service to our clients, we offer a partnership. And, whether it is administration, recordkeeping or offering investment services with our partners we put what we say we will do in writing. It's what we call “The Certified Difference!®" Certified Benefits Corp is a member of the CFG family of companies.
It’s not about us, it’s about you.