Build & optimize plans

Woman working on her laptop in a meeting

Making the perfect plan

At The CIP Group, plan design is our passion. By helping you identify your retirement goals and objectives, we create a plan that increases performance, is cost-effective, and consistent with your operational practices — better preparing you and your employees for life after labor.

What we offer

Employee education

We offer group and individual education services, which include asset allocation strategies, financial snapshots of company benefits, and gap analysis so you can better prioritize your goals.

Woman working on her laptop

Plan design optimization

Our review process helps clients align contributions with profits, keep fees reasonable and transparent, and better incents employees to contribute. We analyze what you currently have and find other options on the market to streamline processes.

Three coworkers working at a table together

Co-fidicuary oversight

The CIP Groups’ talented advisors help take the stress out of fiduciary oversight and help you with fund selection and monitoring, investment policy statements, risk-based portfolios, and customized reporting.

Woman and man working together at a table

Compliance support

While compliance can feel quite complex, we make it easier. Our quality service advisors help you with rule awareness and the process of compliance, in order to best meet your obligations.

Three co-workers working at a table together

Our company, proALPHA Software Corporation, has been using The CIP Groups’ services for nearly a decade and the team never disappoints.

Adriana Komst HR Director, proALPHA Software Corporation

Ready to get started?

Schedule a consultation to learn how we can make a difference for your company.