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.
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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.