Let your employees dream about retirement.

We’ll handle the details.

Plan sponsors shoulder a range of responsibilities when it comes to their employee retirement plans. Our advisory team works alongside your company's benefits department to assist in developing a clear road map for your organization's implementation, so your employees' plans for retirement savings can be met.

Fiduciary Standard

Since our inception in 1979, CI Budros Ruhlin Roe has worked in a fiduciary capacity to serve our clients. Our retirement plan services are no different. Our dedicated advisory team works with plan sponsors to evaluate plan design, select and monitor investment options, and educate participants - all while minimizing conflicts of interest.

401(k) plans have become the bedrock of retirement planning for most Americans. In order to succeed as a retirement vehicle, we believe a 401(k) plan requires cost management, a diverse set of well-managed investment options, and participant engagement.

The CI BRR Difference

We are a fee-only firm that puts our clients’ needs first. As co-financial stewards with the plan sponsors, and in tandem with other plan service providers, we assist in developing the plan design, investment menu selections, participant education, and ongoing plan monitoring.

Plan Investment Advocacy

Our team of experienced experts, including a Chartered Financial Analyst (CFA®) charterholder, two Accredited Investment Fiduciary (AIF®) designees, and Chartered Retirement Plan Specialist (CRPS®) designees, collaborates with you to provide your company with fiduciary guidance, investment analysis, investment policy statement development, investment monitoring, and participant education.

 The CI BRR Difference

Our only loyalty is to your organization and its constituents. Our team will help you to handle the intricacies that come with sponsoring a retirement plan.

Employee Communications

You and your employees will be served by a company that, for over 40 years, has been guiding people to successful retirements. Employee discussions can occur in both group and more focused one-on-one meetings. As all companies have varying cultures and employee demographics, we can customize discussions to meet the requirements of your employee population.

To offer a plan is the first step. To offer a plan with participant education and communication, provided by a financial advisor with over 40 years of experience working with individuals to plan for their retirement, is a feature that can encourage long-term employee loyalty.

The CI BRR Difference

Our experienced advisors provide participants with an understanding of the opportunity they have to invest in a retirement plan and the importance of saving for their retirement goals.

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