Recordkeeping

Partnering with

Fidelity Investments
FIS
Morning Star

Once your plan is established, the Certified Benefits Corp (CBC) recordkeeping platform provides the support and accuracy needed to effectively manage ongoing contributions, loans, distributions and all other types of transactions.

Recordkeeping must be meticulous, accurate and efficient to support a viable, successful retirement program. We deliver proven, reliable recordkeeping services supported by a dedicated service team of experts. At CBC we’re flexible. We can offer you fully bundled services (administration and recordkeeping together) or we can work with your current Third Party Administrator and offer recordkeeping-only services. In both service models, Certified Benefits Corp delivers:

  •  Daily valuation recordkeeping
  •  Investment-independent open architecture
  •  Customized enrollment kits and statements
  •  Customized participant and plan sponsor websites

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