How Can CIA Help You?

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Retirement Calculator
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Social Security Optimizer
Small Business Retirement

No time to set up a retirement program for your employees? Capital Investment Advisors (CIA) can help. Click here to schedule some time to set up your program. 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 are supported by a regional team of experienced plan management professionals.

  • User-Friendly Plan Management Tools
  • Accessing your 401(k) 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 any time. An extensive collection of reports is available to both employers and participants.

How Can CIA Help You?

Ask an Advisor
Retirement Calculator
eBook
Request Consultation
Social Security Optimizer
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