Planning Tomorrow...Today! ®

Accommodating our clients' needs by adapting to their environment.


Offering customized solutions, designed to fit you perfectly.


As a plan sponsor, you need to control operating costs and ensure a design that meets your objective


Achieving a secure retirement is a challenging task. Start with your employer-sponsored retirement plan.


At Certified Benefits Corp we offer financial advisors and TPAs much more than just a service.

Parterning With:

The Certified Difference

At Certified Benefits Corp (CBC), we deliver Tomorrow’s 401(k)...Today!®

Certified Benefits Corp was founded in 1996 as a member of Certified Financial Group (CFG), with the express charter to create a lower cost, customized retirement plan solution for its personal wealth management clients.
As an independent recordkeeper and plan administration service provider, CBC has the flexibility to design plans and services customized to meet your unique needs.
Our Story

Our commitment to you, our clients and advisor partners, is to provide the service you expect so plan participants can retire with financial security.

We serve our clients, not the other way around. We adapt to your needs. While we have standard procedures that help us work efficiently, the plans and services we provide you are far from standard.
We aren’t a 1-800 company. Call us, we’ll prove it. We answer the phone, we answer your questions—typically with the first call. We’re small enough to empower our specialists to solve your problems and big enough to have the staff to get things done.

CBC is a regional business with a local mindset. We understand your company is unique—and our independence means we can honor that quality in the creative ways we partner with you

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