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Risk Management

It takes risk to be successful, but the proper management of risk is what creates success. At CBA Pension, we work with our clients to help minimize risk and maximize security.

Business owners live with risk every day: from competitors, regulators, and employees just to name a few. Threats to cash flow are consistent and should be addressed in a way that ensures the long-term success of a business or firm.

Risk without a process is reckless and an invitation to failure.

We at CBA Pension use clearly defined processes to identify and manage risk related to cash flow and employee benefit programs; separating successful firms from failure. Any firm that provides similar services should also follow this rule.

An Account Executive Team is assigned to serve your company every step of the way. By coupling knowledge and experience with high touch personal service, CBA Pension provides unique and valuable guidance to its clients.

Plan Design

  • Group Medical
  • Dental and Vision
  • Executive Benefit Carve Out
  • 401k
  • Voluntary Payroll Deduction Plans
  • Life Insurance
  • Disability Income
  • Long-Term Care Insurance
  • Critical Illness

Risk Management

  • Determining your immediate priorities
  • Analyze and audit the existing benefit plans
  • Competitive market review
  • Presentation of alternate plan options
  • Program implementation
  • Ongoing client service

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