Attracting and retaining top quality employees takes more than great pay and benefits. The GIP Group Financial Services Division helps clients create customized retirement benefit plans that are designed to match clients’ corporate philosophy. This allows clients to compete for and hold on to superior employees.

Our Financial Services Division provides the service and advice that meets or exceeds our clients’ needs. By partnering with plan sponsors and trustees, we develop and maintain retirement programs that fit each company’s long-term corporate objectives.

The CIP Group provides a range of comprehensive retirement plan products for all clients, including:

- 401k/Profit Sharing Plans - 403b Plans - Defined Benefit Plans - Deferred Compensation Plans - Simple IRA Plans - Crossed Tested Defined Contribution Plans

The CIP Group also provides comprehensive retirement plan services for all clients, including:

- Investment Policy Statements - 404(c) Compliance - Plan Design and Consulting - Employee “Financial Wellness” Seminars - Employee Financial Planning

Investment Options
Prudent investments are the foundation of a successful retirement plan. The CIP Group Financial Services Division helps clients choose prudent investment options that meet their plan objectives. The CIP Group Financial Services Division provides clients unbiased, relevant information and advice, then carefully establish and monitor investment options based on their financial objectives.

Educating Employees
Knowledge and understanding provide the foundation for successful retirement planning.

The CIP Group provides education programs that help employee make wise investment decisions and achieve their retirement goals. With us, employees learn how their plan works, how to determine specific retirement goals and how to plan for the future.

The CIP Group’s employee education programs include employee meetings or one-on-one counseling that is also available for more personalized assistance.

Investment Policy Statement
Every fiduciary needs a roadmap for long-term investment strategy. The CIP Group creates Investment Policy Statements that set a sound course for investment planning. We draft every Investment Policy Statement with great care. These are “living” documents that can be adapted over the course of time to address changing market conditions and work force demographics. To ensure consistency of vision throughout the years, The CIP Group provides periodic reviews of Investment Policy Statements.