To remain competitive, you need to provide your employees with a retirement plan that meets their needs, but is also well suited to your company’s overall objectives. At CBT, we provide comprehensive service and support for tax-qualified retirement plans including 401(k), 403(b), 457, Profit Sharing and Defined Benefit Pensions. We partner with all types of employers, both taxable and tax-exempt.
We begin a relationship with you by reviewing your retirement plan’s current design features. Our expert Plan Design Review helps make sure your plan is designed to best suit your company’s needs and objectives.
No other aspect of your plan has the same impact upon your overall satisfaction level.
Next, we review your plan’s administrative, investment and fiduciary environments in order to determine which level of “Core Service” is recommended. However, you ultimately determine the service level required, based on your needs and capabilities.
The Core Service level defines the nature of our investment relationship and establishes which, if any, fiduciary duties CBT is agreeing to provide regarding your retirement plan. It also allows us to clarify our role as either: