CBA Impact

> Impact Maximized Savings for a Better Retirement.

  • Delayed retirements.
  • Lower contribution rates.
  • Diminishing returns.
  • Government cutbacks.
  • Complex fiduciary responsibilities.

CBA_Rates_of_return_ChartWe believe Canadians are facing a retirement savings crisis, and we understand that the responsibility of managing a group retirement plan today is a challenge. You are obligated to review the investments in your retirement plan and do all you can to achieve a maximum return for members. It’s a daunting prospect for many.

Are you getting the exceptional service you need to meet your obligations?

Are you realizing the best return for your members? As the graph illustrates, small changes can lead to a big difference in retirement savings.

> Impact addresses these realities, and you can expect some hard hitting advantages:

We’ll review your fees.

Many sponsors and members are unaware of the fees that members pay and how much this can impact their savings. We charge reasonable fees for our services, helping you help members save more.

Sound governance.

Good governance is essential for sponsors to limit their liabilities. Access CBA’s unique Impact CAP Guideline Report Card for reliable and thorough annual review of all compliance requirements, and expect in-person meetings when you need them.

Straightforward education.

Our comprehensive communication programs answer members’ questions and put everyone on the same page about their retirement savings program and how it’s performing for them.

Retirement advice.

Are your employees ready to retire? You’ve helped them accumulate retirement savings, but how do they turn their savings into maximum retirement income? CBA has Certified Financial Planners to help your employees make a successful transition.

Why CBA?

Unrivalled Expertise. CBA has been in the retirement planning and investment business for more than 25 years, with a significant portfolio to show for it. You’ll be in the care of an award-winning firm with a reputation for truly great service.

Can you afford not to learn more?

Contact us to get this conversation started.