CBI is Your Voice.

With everything changing, CBI is your constant creative partner in the effort
to do the right thing for your business and employees. CBI turns advocacy in
the following areas into action:

  • Consultative assistance with ERISA, Tax Code, FMLA issues
  • Legislative updates (see News)
  • Preparation of summary plan descriptions
  • Preparation of Form 5500 and determination letter applications
  • HIPAA privacy and security compliance assistance
  • COBRA compliance
  • Review of service agreements with TPAs and retirement plan vendors
  • Preparation of procedure protocols for plan administrators