Our Process
Our process begins with a diagnostic review of your current retirement plan to measure the effectiveness of the plan design, investment integrity, and cost structure. CBA’s open architecture approach allows for independence, objectivity and the following promises of Institutional Level Investments and Pricing, Fiduciary governance, Employee Education, & Transparency.
Employee Education
A well designed and implemented employee education program is vital to the creation of a financially prepared workforce. Employees who are educated and counseled on risk and the responsibility of realistic contribution amounts are prepared to retire at the appropriate time versus continuing to work out of necessity.
Through our planning system — Wealth Steps® — we will educate participants to save, protect and prepare for today and their tomorrows.
Relationship
We at CBA Pension are very clear as to our strengths: providing top level employer-sponsored retirement plans and executive risk management strategies for small to mid-market companies. Often, our clients may need assistance in areas outside of our scope of expertise, such as group medical benefits or commercial liability insurance. In these instances, we will introduce partner firms we know and trust who share our philosophy of competence, service, and transparency.
Making Your Tax Bracket Work
Building a Solid Financial Foundation
