401(k) the Right Way

We provide our clients and their employees with the tools and resources necessary to achieve a successful retirement.

Learn More About Us

 

Plan for Success!

Employee education is priority #1.  Help your participants create a successful retirement.

Show Me More

Create a Successful Retirement

The CBC Learning Center

Learn More

WELCOME!

At CBC Retirement Partners, Inc. we take pride in providing our plan sponsors and participants the best 401(k) experience on the market. Please take a moment to explore our site and learn how we do 401(k)’s the right way.

Timothy J. Finkelston, President

icon2 What Our Clients Say:

CBC Retirement Partners has provided our company with outstanding service for 10 years.  They are attentive to our needs and promptly reply in every situation.  I appreciate that the CBC team understands our business, our culture, and most importantly, they provide immense value.   Our Satisfaction with CBC is unmatched and we enjoy the partnership that has been established over the years. Karen Puleo

Vice President, Human Resources, Access National National Corporation

In 2009, based upon recommendations from our accountants and payroll services provider, we evaluated several plan providers, one of which was CBC Retirement Partners.

After completing our selection process CBC stood out from the rest and we quickly moved forward with them in plan design and implementation. Tom Whartenby

C.O.O, ClearAbility, Inc.

CBC Snapshot:

Employees Bettering Their Retirement

Plans Serviced

Length in Years of Average Client Relationship

Accreditations You Can Trust

See How You Can Find 401(k) Success:

Access Our 401(k) Pitfalls Report

We have narrowed down the top 5 pitfalls that every 401(k) plan faces. Our report is designed to help you identify your plan’s strengths and weaknesses.

Give Us A Call!

Call us today and our experts will help you fill the holes in your 401(k) plan.

Test Your Fiduciary Liability

How do you score? This short test will help you determine how will you’ve addressed your Fiduciary Liability.