The success of any retirement plan ultimately boils down to what we like to call The Participant Experience. If the experience is less than favorable, participants are less likely to save enough for retirement and, therefore, are less likely to achieve a successful retirement.

At CBC, we put a high price on The Participant Experience.  We have a full-time Director of Education whose sole responsibility is the education of plan participants. The Director of Education will work directly with the plan’s independent investment advisor to develop an education plan designed to meet the needs of your employees.

We focus on what is important to you as the plan sponsor.  Our other services include:

• Fully integrated website
• Gap analysis calculators
• Investment models