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The Choice for Your Clients
CBIA Retirement plans can help your clients
compete.
Today, business moves faster. As a CBIA member with CBIA
Retirement Plans, your clients gain an advantage. Our 401(k)
and other retirement plan designs are geared specifically
for your smaller clients with three to 50 employees. CBIA
Retirement Plans has the advantage of group buying power and
we pass these savings on to your clients. There was a time
that only larger companies could offer their employees such
options.
We make it easy.
Through CBIA Retirement Plans, your clients get complete
plan design and documentation, government compliance testing
and reporting, investment administration and employee education
— all to help them keep their plan in compliance and
running smoothly.
The importance of our personal touch can’t be overstated.
All of our services are provided by leading Connecticut companies
under the umbrella of CBIA Retirement Plans. They are, CBIA
Service Corp. (CBIASC),
ING Life Insurance
and Annuity Company (ILIAC) and an independent third party
administrator (TPA) approved by CBIASC and ILIAC for participation
in the program. Through CBIA Retirement Plans, everything
you need to initiate and successfully run one of our plans
is already in place.
And that’s just the beginning!
The selection of investments is great. Choose investment
alternatives from top firms including Fidelity Investment®,
Janus, Calvert Group, OppenheimerFunds and ING. Or you can
pick MFS Investment
Management®, T. Rowe Price and J.P. Morgan Fleming Asset
Management (London) Ltd. through ING Partners Inc., all brought
together through a group annuity
from ILIAC. You should consider the investment objectives,
risks, and charges and expenses of the variable product and
its underlying fund options; or mutual funds offered through
a retirement plan, carefully before investing. The prospectuses/prospectus
summaries/information booklets contain this and other information,
which can be obtained by contacting your local representative.
Please read the information carefully before investing.
Access to information.
Once your clients are set up, they’ll have easy 1-800-number
and Internet access to their account. They'll be able to make
transfers, re-direct past and/or future contributions, either
over the phone or from their P.C. They’ll also find
that their account is automatically updated at the end of
each business day.
Our service remains personal.
You and your client get our support from day one. We set
up enrollment meetings, provide employer investment materials,
bulletins and quarterly reports as well as other information
necessary to help everyone stay informed.
Help your clients make the choice that's right
for them and their employees ... CBIA Retirement Plans.
For more information, contact CBIA's Ken Comeau at 860-244-1900
or e-mail him at comeauk@cbia.com.
Fidelity Investment and Pyramid Design are registered
trademarks of FMR Corp.
Ken Comeau is a registered representative of ING Financial
Advisers, LLC (member SIPC), Supervisory office - 45 Glastonbury
Boulevard, Glastonbury, CT 06033. 800.784.6386. CBIA is
not affiliated
with any ING entity.
C07-0426-006 (6/07)
Funds for the CBIA Retirement Plans program are available through a group annuity from ING Life Insurance and Annuity Company (ILIAC) 151 Farmington Ave., Hartford, CT 06516. Securities offered through ING financial Advisers, LLC (member SIPC). CBIA is not a corporate affiliate of ING Financial Advisers.
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