• Are you looking for ways to shelter money from your practice for your retirement?
• Are you ready to start a retirement plan for you & your staff, but are confused about the alternatives?
• Do you have a retirement plan now, but are concerned about your compliance obligations?
• When is the last time your advisor reviewed your plan with you and calculated the adequacy of your own account?
• Have you out grown your current plan and need the ability to save more?

CBA members have access to a full suite of services for retirement plans through Benefits & Incentives Group. Whether you are a small practice or a growing hospital, Benefits & Incentives Group can lead you through the various retirement plan options and vendors to build the right plan for you and select the appropriate vendor to best serve your needs.

If you are concerned about your current plan’s effectiveness and pricing, Benefits & Incentives Group can advise you on the best solution to upgrade the program to meet your needs and instill more appreciation from your staff.

For more information, contact one of the dedicated CBA service representatives listed to the right.

Benefits & Incentives Group is a member of the Retirement Plan Advisory Group (RPAG), a national alliance of accomplished advisors who add value for sponsors and participants in qualified and non-qualified retirement plans. RPAG serves 18,000 employer retirement plans with $60 billion in collective assets under management.

Securities offered through National Planning Corporation, a registered broker-dealer and member FINRA, SPIC.