Employer sponsored retirement plans, such as a 401k, 403b, Cash Balance, SEP IRA, and SIMPLE IRA, provide a valuable benefit to both employers and employees. A retirement plan is one of the key factors for attracting and retaining your top quality talent. Unfortunately, 1 in 3 employees in America do not have access to an employer sponsored retirement plan. Many plans in existence today charge excessive fees and do not offer employee education. We are here help you, as a Plan Sponsor, to uphold your fiduciary responsibility. We can help you review your current plan, design a plan thats right for you, offer expert investment advice, and provide personalized service to your employees.
Third Party Administration
CIM works with local Third Party Administrators (TPAs) for 401k and 403b plans to offer tailored plan designs that fit the needs of the business while staying within IRS and ERISA regulations. We put a strong emphasis on reducing hidden fees and educating participants on how to take advantage of this benefit to prepare them for retirement. Our team is here to assist you in evaluating the type of plan that will best serve your company.
We believe in providing quality advice through investment presentations, online tools, and retirement planning seminars that educate employees on how to best prepare for their financial future.