Encouraging Financial Wellness
With experience serving government agencies, schools, not-for-profit organizations, hospitals and more, we’ve found that the key to a healthy retirement plan are not products, but rather education. That’s why we’ve designed a robust participant communication and education program backed by personal support.
Your employees success is your entity's future
At CBC, we know that it is not just about saving for retirement. It is about offering a holistic approach to financial well-being. Participants will benefit from in-person financial wellness education provided by our Financial Advisors.
Retirement Seminars
Retirement seminars that include set realistic savings goals, discover ways to reduce expenses and learn how to make their money last throughout retirement. We provide an in-depth look at factors affecting retirement, such as debt management, interest rate fluctuations and more.
Employee Motivation
Our fundamental discipline is to increase participation rates in your retirement programs. The retirement system is successful only if the participants reach their retirement goals. With CBC, employees are better prepared for transition to retirement. Our tools provide guided steps for participants to reach their goals.
Benefits are valued with CBC’s administrative platform
Our fundamental discipline is to increase participation rates in your retirement programs. We educate your participants so that they understand the value of the benefit plans offered by your entity. The retirement system is successful only if the participants reach their retirement goals.
Experienced Support System
CBC provides complete benefits enrollment solutions for Health & Welfare and Defined Contribution Plans. Our technological platform is flexible to your entities structure and our Benefit Specialist take a hands-on approach to delivering enrollment support services.