CBC Retirement
Third Party Administration Service
A Comprehensive Guide to Supporting Your Company Sponsored Retirement Plan
Plan Design
We can accomodate and consult on nearly unlimited plan design options and support your plan design decisions based on your goals, hire and retain talent, optimize your plan as a tax shelter, or minimize cost and work to fulfill a state-mandated retirement plan benefit offering.
Generate your Docs
All 401(k) and 403(b) Plans require IRS approved plan documents such as an adoption agreement, a trust account agreement, and a basic plan document. Whether your existing plan needs a restatement or you are starting a new plan, we make sure to fulfill IRS and DOL guidelines by having our experts create these documents for you.
Testing & 5500
Each year, your retirement plan must pass IRS Top-heavy and discrimination testing called ACP and ADP tests. Our team of experts complete these tests, make any changes necessary to pass, then generate your tax form 5500 for signing and filing. We can complete this work on your time. Need it done early in the tax season? We can do it! Want to wait until the last minute? We will accomodate!
Additional Services
Comprehensive Benefit Consultants offers additional Retirement Plan Services
3(16) Fiduciary Protection
CBC offer 3(16) Fiduciary Liability Protection Services
Manual Gusto Integration
CBC offers a manual payroll integration for clients using Gusto Payroll
Other Types of Plans
CBC Administrators can facilitate 457(b), 403(b), Cash balance, Defined Benefit, Solo-K, PEP, and MEP Retirement Plans