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CIB Retirement Plans: Comprehensive Benefits For Central Illinois Builders.pdf

CIB_Retirement.pdf
Preview of CIB Retirement Plans: Comprehensive Benefits for Central Illinois Builders
🔗 Source: cibagc.org
📊 Size: 719 KB
📄 Pages: 10 pages
⬇️ Downloads: 107

Summary

## CIB Retirement Plans for Central Illinois Builders of AGC Members

Benefits and Overview:

CIB offers exclusive retirement plans tailored to members of the Central Illinois Builders of AGC. Partnering with Troxell Financial Advisors (TFA) and Benefits Planning Consultants, Inc. (BPC), CIB provides comprehensive services for company-sponsored retirement plans.

Key Features:

Personalized Service: Local industry professionals offer customized retirement plan solutions.
 Flexibility: A variety of investment platforms, money managers, and fund families are available to suit diverse needs.
Cost Savings: Discounted fees for plan installation, administration, and asset management.
 Plan Design Options: Wide range of plan designs available to meet specific business requirements.
Limited Liability: Protects plan sponsors under ERISA Section 404(c).

Services Provided:

On-site enrollment meetings and performance reviews
Educational workshops for employees
 Customized portfolio asset allocation models
Investment monitoring and management
 Professional development and service for retirement plans
Individualized participant retirement planning
 Plan sponsor fiduciary meetings

Platforms, Money Managers, and Fund Families:

CIB offers:

Flexible Platforms: Basic to advanced, allowing customization.
Money Manager Options: Participants can choose private money managers for active account management (a service once only available to high net worth individuals).
* Diverse Fund Families: Over 10,000 mutual funds from reputable firms like AIM Advisors, Alliance Capital, American Century, Fidelity Funds, Janus Funds, Oppenheimer, and more.

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Description

CIB understands the importance of company-sponsored retirement plans and partners with Troxell Financial Advisors (TFA) and Benefits Planning Consultants, Inc. (BPC) to provide members with comprehensive services. TFA offers services from asset allocation to wealth management, while BPC handles administrative aspects of the retirement plan.

Technical Information

  • File Format: PDF
  • File Size: 719 KB
  • Pages: 10
  • Language: EN
  • Total Downloads: 107
  • Last Updated: 7 days ago

Document Overview

This PDF document about CIB Retirement Plans: Comprehensive Benefits for Central Illinois Builders provides comprehensive information and guidance. Whether you're a beginner or advanced user, this resource offers valuable insights into CIB Retirement Plans: Comprehensive Benefits for Central Illinois Builders.

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