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. Those that do have a plan usually charge excessive fees and under serviced. We are here to review your plan options, offer expert investment advise, and provide personalized service to all of 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 the retirement planning needs for you and your employees.
We believe in providing quality advice through presentations, guides, and seminars that educates employees on how to best benefit from smart retirement investments.