(410) 944-5574
Our Services
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.
Plan Design & Installation
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.
Plan Administration
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 annually prepare financial statements, required DOL filings, Summary Annual Reports, participant information and individual progress reports.
We will help you in the day to day administration of your plan and are available to answer your questions as they arise. 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.
