C-Ben Group is a big believer in working cohesively with plan sponsors’ Financial Advisor and Recordkeeper to deliver best-in-class services. Together, we can help clients advance the continued success of their retirement plans and promote positive savings outcomes for their employees.
At C-Ben Group, we have substantial experience in supporting financial advisors in the prospecting, sales, servicing, and retention of retirement plan clients.
⭑ We provide consulting and third-party administration services for:
- traditional defined benefit plans
- cash balance plans
- 401(k) plans
- profit sharing plans
- money purchase plans
- 403(b) plans
- tax-exempt 457(b) plans
- governmental 401(a) and 457(b) plans
⭑ We work with any recordkeeper and/or brokerage service that plan sponsors use for their plans.
A common compliment we get from financial advisors and recordkeepers:
You make us look good!