Our Practice

Corporate Benefit Advisors, Inc. is an innovative pioneer in managing and evaluating all facets of employer-sponsored retirement plans. Most importantly, we are an independent advocate for our clients. Our team is comprised of highly skilled individuals, dedicated to the highest professional standards. Our team represents over 100 years of collective experience and holds numerous industry licenses, designations , and accreditations, including QKA ®, CFP ®, AIF©®, CEBS©®, and CPA ®.

We work with the following types of employer-sponsored retirement plans:

• 401(k)
• 401(a)
• 403(b), ERISA and Voluntary
• Defined Benefit Pension
• Deferred Compensation

We have been an industry leader since 1994. Our team of professionals serves companies and organizations throughout the United States with more than 35,000 combined employees and over $1 billion in assets under advisement. Our clients are generally leading employers in their industry or community; that understand the lasting value of providing high quality employee benefit and retirement programs.

We help our clients cover their essential responsibilities that are not provided for adequately by either traditional plan vendors or intermediaries . We have identified six distinct areas where we assist plan sponsors. Our focus is on total plan management.