Ask an Advisor »

Click here to ask your
general financial question.

open box
 

Small Business Retirement (401K)

No time to set-up a retirement program for your employees? CIA can help. After extensive research, Capital Benefits Administration, Inc. has selected an outstanding program for our clients from First Mercantile Trust.

Features Include:

  • DIVERSE INVESTMENT OPTIONS - CIA will put together a program for your business that provides up to 18 mutual fund investment options for you and your employees, including such top brand-name offerings as Vanguard's index funds.
  • PLAN CONVERSION - Our experienced conversion teams work closely with prior plan providers, administrators, plan sponsors and consultants to handle all the details and ensure a smooth conversion.
  • COMMUNICATIONS AND EDUCATION - We make sure you get all the resources necessary to operate a successful retirement plan. You will receive customized enrollment kits, plan sponsor and participant newsletters, secure and encrypted website access and more.
  • PLAN SERVICING - CIA’s personal services is supported by a regional team of experienced plan management professionals.
  • USER-FRIENDLY PLAN MANAGEMENT TOOLS - Accessing your 401k through www.yourwealth.com makes retirement planning easier than ever. Employers can manage the entire plan online and participants can monitor or make changes to their personal accounts at anytime. An extensive collection of reports is available to both employers and participants.
 

HOW CAN WE HELP YOU?

200 Sandy Springs Place, Suite 300
Atlanta GA 30328

Toll Free: 1-888-531-0018
Main Office: (404)-531-0018