Although our focus is on delivering high-quality administration services, the primary way we do that is through you, financial advisors who are committed to the retirement plan business. We view ourselves as a part of your team and as a resource to help you serve your clients and gain new ones.

Whether you are a retirement plan veteran or just beginning to focus on 401(k) and other company-sponsored retirement plans, we encourage you to use us as a resource in your prospecting and selling efforts. Through our consulting and plan design services, we can help you in almost every aspect of the plan sales and implementation process. We can:

• Help identify plans in your area
• Conduct plan reviews to uncover ways you can help improve the plan
• Join you in client meetings to explore new plan design options
• Assist with completing all of the paperwork to get a plan set up
• Participate in employee enrollment meetings

For most advisors, retirement plans are only one part of your business and not something you work with everyday. Having a retirement plan compliance and sales resource on your team who will assist you in all aspects of sales process is invaluable. And, that is what you get when you work with CBA – a retirement plan specialist who is part of your team.

To request a proposal, click here.
To talk with either Al or Randy, please call (877) 654-0444, or e-mail Al at abuckner@cba401k.com or Randy at rbaltes@cba401k.com