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The CBD Retirement Plan Solution

Step Two: Optimize

The Retirement Plan Optimizer™

We conduct a feasibility study to help maximize the tax benefits of your retirement program for both your company and your employees.

Step Four: Manage

The RFP Manager™

We're on your team. We'll sit on your side of the negotiating table to walk you through the RFP process, manage the flow of information, analyze and review proposals and guide you in making an informed and knowledgeable decision.

Step Six: Monitor

The Wealthcare Monitor™

We'll manage the health and welfare of your retirement program over its lifetime, advising you on regulatory changes, program enhancements and investment due diligence on a quarterly or semi-annual basis.

Step One: Evaluate

The Retirement Plan Evaluator™

Our easy-to-use tool provides you with an evaluation of your company's retirement plan objectives and concerns and an analysis of other plans. We'll also discuss and review funding strategies for fee administration.

Step Three: Shield

The Fiduciary Shield™

Meeting your fiduciary responsibilities can be a complex process. We help manage risk by assisting you in the creation of a formal investment policy statement and establishing clear criteria for selecting and monitoring investment managers.

Step Five: Educate

The Education Experience™

We manage every step of the transition from your current retirement program to your new program. We enroll your employees and educate them on the benefits of their new program. We'll ensure their satisfaction through quarterly, semi-annual and annual education and financial planning seminars.