A partner for the long term.

CBA provides administration and management services to support clients and their employees for the long term.

Group Retirement Administration and Management

Our administration and management services include:

Defined Benefit Pension Plan Administration Services

  • Member record keeping
  • Annual pension updates and member statements
  • Pension benefit processing
  • Employer and government reports
  • Direct servicing of plan sponsor and plan member inquiries
  • Customized plan sponsor administration manual

Industry Database Management

CBA has access to leading industry research that informs our analytic services and provides our clients with valuable industry insight.

  • Service provider and investment manager databases provides the most current information on service providers, products, services and trends
  • Access to third party investment fund databases facilitate effective investment performance analysis

Periodic Plan Reviews

CBA provides annual plan review reports containing an analysis of investment utilization, fund performance, member demographics/investment patterns, current service activity, new product/service developments, legislative changes and industry trends.