Build & optimize plans
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
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.
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.
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.
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.
Our company, proALPHA Software Corporation, has been using The CIP Groups’ services for nearly a decade and the team never disappoints.
Ready to get started?
Schedule a consultation to learn how we can make a difference for your company.