Retirement Plan Administration Consulting & Staffing Expertise

Who We Are

Our service delivery model includes an active management team with 25+ years of experience and extensive US retirement industry expertise. Given the depth and breadth of our experience we are often asked to share our perspective on numerous issues. These include industry wide issues, as well as major transformation efforts in both IT and operations or specific insights on an individual project.

Our Resources

We also have access to hundreds of qualified professional services staff. We maintain close relationships with our consultants and as a result they often refer other top-notch consultants because they trust CBP to do right by them and the client.

Competitive Advantages

• Industry experts with an understanding or product, process, and technology dependencies.
• Deep understanding of leading software applications that enable record keeping and related processes.
• Seasoned advisors, managers, analysts, developers, and functional subject matter experts / SMEs.
• Objective analysis since CBP is not tied to any vendors.
• Full time employee recruiting and project-based resource placement services.
• Low overhead operation leading to greater resource value.
• Vast network of alliance partners and agents.

Our Consultants include:

• Project managers
• Business analysts
• Plan administrators
• Functional specialists
• Regulatory compliance testers
• User-acceptance / end-user testers
• Systems conversion / upgrade analysts
• Technical / production support personnel