FEATURED EVENTS
Apr
24
CBERA Annual Meeting at 10 am at The Verve Hotel, Natick MA
May
23
Retirement Representatives Spring Meeting at 10 am, via Zoom
Sep
17-18
Pre-Retirement Seminar at The Verve Hotel, Natick MA
NEWS & EVENTS
What Makes Us Different?
We specialize in the banking industry of Massachusetts
Our clients run banks; we run their pension plans. We are a specialized unit as an extension of their HR department.
We are focused on better retirement outcomes
We spend a lot of time on retirement education sessions for small groups and one-on-one, in addition to utilizing data science for automated prompts to action; the combination results in a 2%* higher deferral rate on our 401k plans.
*Average of 2021-2022 CBERA deferral rate minus T. Rowe Price 401k plans average.
We have deep expertise in retirement benefits
Our team averages 30 years of experience per person, and our organization has been here since 1946. We understand the complexity of pension plans.
Gold standard of customer service
We don’t count the minutes we spend with participants and our clients; we help them before, during and after retirement.