Corporate Benefits Consultants, Inc. (CBC) is a Pennsylvania Registered Investment Advisor that focuses solely on employer sponsored retirement plans. Like most companies that operate in this space, the firm has access to bundled, unbundled and open access administration/investment platforms. What separates CBC from the crowd is the knowledge of and application of the fi360 Prudent Practices for Investment Fiduciaries. Most investment stewards - those responsible for managing investments within retirement plans, trusts, endowments and foundations - are facing heightened scrutiny from plan participants, beneficiaries, donors, charitable recipients and State and Federal regulators. Unfortunately, most investment stewards do not understand that they are plan fiduciaries and what is needed in order to meet that standard. CBC solves that problem by applying the Prudent Practicing and managing/monitoring the investment fund lineup using the fi360 toolkit.
Please see (or right click to download) the document below for more detail on the benefits of choosing and Accredited Investment Fiduciary (AIF) designee to manage your company's retirement plan.
Corporate Benefits Consultants, Inc. is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Corporate Benefits Consultants, Inc. and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Corporate Benefits Consultants, Inc. unless a client service agreement is in place.