Broker Check

Chicago Office

225 West Washington Street

Suite 1550
Chicago, IL 60606

401k Plans/Employee Benefits

Retirement Plans

Our open architecture approach allows for independence and objectivity. The strength of our participant education program creates a financially prepared and balanced workforce.

A company can no longer look at a retirement plan in an isolated manner. It has a large financial impact on the company in other areas such as salary, insurance, turnover and lawsuit risk. Our clients share their frustrations...

Corrective distributions. Audits. Low employee participation. Top heavy. High expenses. Outdated plan design. A financially unprepared workforce. Failure.

Through a specific and well-defined order of operations, Russ Financial Group partners with CBA Pensions, advisors who work with our clients to avoid plan failure by:
  • Proactive Fiduciary Governance
  • Institutional Fund Selection and Pricing
  • An advanced Financial Wellness program: Wealth Steps®

Fiduciary Governance:
With more scrutiny placed on plan sponsors today to meet fiduciary obligations, CBA Pension provides the resources and solutions aimed at helping mitigate employer liability through:
  • Comprehensive fiduciary oversight reviews
  • Assistance with the development of policies and procedures
  • Compliance through proper documentation
  • Participant guidance on plan investment and retirement
  • Regular review of service providers

Plan Designs include:
  • SIMPLE Plans
  • SEP/ IRA Plans
  • 401K Plans
  • Profit Sharing Plans
  • Group Life Insurance
  • Group Disability Insurance
  • Target Benefit Plans
  • Defined Benefit Plans/ Cash Balance Plans
  • ESOP Plans

Services:
  • Investment Policy Review and Management
  • Vendor Resource Analysis
  • Plan Resource Allocation
  • Assessment of Fiduciary Prudence
  • Expense Analysis