 | Consulting & Plan DesignDesigning successful retirement plans first requires an understanding of your business and personal needs. The result is a customized plan design, because your company’s retirement plan should be as unique as you and your business.
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 | Plan AdministrationAll TPAs offer the same general plan administration services. What makes CBA unique is our staff of experienced Administrators. They don’t just process transactions – they strive to really understand your plan and how to make it as successful as possible for your business and your employees.
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| Distribution & LoansThe rules regarding distributions and loans from Qualified Plans are very complex, and if not administered properly, can result in detrimental tax implications. Our Distribution Specialists work closely with you, your employees and investment providers to ensure accurate and timely processing of loans and distributions. One less thing you have to worry about.
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