| Every Company,
every individual is different. That is why we will meet
with you personally to discuss your company objectives,
profit margins, employee mix and the nature of your business
to discover what plan is the best fit for you. We design
around your needs, not ours. |
Our work does
not end when your plan is installed. We assume full responsibility
for the constant administration of the plan. You and your
key executives will be able to concentrate all of your
efforts on what you do best, knowing your retirement plan
is in good hands. |
| We will provide
several cost estimates of plans that we feel appropriate
to your company. |
We annually
prepare financial statements, required DOL filings, Summary
Annual Reports, participant information and individual
progress reports.
|
| You let us
know what feels right and we will then develop a customized
plan for your company. |
We will help
you in the day to day administration of your plan and
are available to answer your questions as they arise.
|
| Once the plan
is established, your Creative Benefits Services, Inc.
consultant will attend a meeting or series of meetings
with your management team, accountants and attorneys to
finalize all details of your plan. |
We will attend
an annual trustee meeting or employee meeting at no additional
charge.
|
| |
Working in
close contact with your accountant, financial advisors,
and legal counsel, we ensure that your plan continues
to provide the benefits intended. |
The latest Benefits Newsletter
[PDF format].
|
