Through our broker dealer we offer a wide variety of investment choices to suit your needs. Our plans even offer the flexibility of giving you the freedom to choose from more than one family of funds.
Plan Transition
Adopting a new plan, or amending an existing plan, CPActuaries provides design and implementation, including all documents, government reporting, and employee communication.
Plan Record Keeping Services
As record keeper for your retirement plan, we offer daily valuations, quarterly statements/newsletter, and internet access to account values.
We provide all trust reporting, government reports, 1099 reporting, employee loan packages, and employee retirement planning and distribution packages.
401(k) Plans
CPActuaries has the capability to offer you the same funds, but your investment committee can select funds from over 8,000 fund managers on a no-load basis. Employees have access to their investment portfolios online and can monitor their account allocations whenever they want.
- 401(k) Plans
- Money Purchase Pension Plans
- Non-Qualified Deferred
- Compensation
- Profit Sharing Plans
- Cross-Tested Plans
- Defined Benefit Plans
- 457 Plans
- 403(b) Plans
- ESOP Plans
- Simple IRA
Most companies engage several advisors to run their plan. They hire an attorney to draft the document, an actuarial consulting firm to do the year end compliance and testing, an administrator to do the day-to-day record-keeping, and an investment advisor to recommend the plan’s investment choices.
CPActuaries has the capability of acting in all of these areas. As a result of our commitment to the latest technology to administer your plan, you can choose virtually any investment to offer your employees.
With the 401(k) Complete Plan, you can select as many investments as you wish from a list of over 8,000 funds. All of the funds are offered on a no-load basis. You are not forced to choose funds from a family that has a high internal management fee. The fund choices come from the investment committee from a large list.
These asset charges, rarely disclosed and not seen by participants, can devastate the returns for your participants.
Your Investment Advisor
- Coordination of your plan investments with the Investment Committee with quarterly meetings
- Over 8,000 funds to choose from
- All funds are no-load
- CPActuaries models the investments to help employees select
- Investment choices can change at any time for any reason
- You change your investments without changing your record-keeper
Retirement Plans
- 401(k) Plans
- Money Purchase Pension Plans
- Non-Qualified Deferred Compensation
- Profit Sharing Plans
- Cross-Tested Plans
- Defined Benefit Plans
- 457 Plans
- 403(b) Plans
- ESOP Plans
- Simple IRA
The CPActuaries Benefit
- Objective Expertise
- Knowledge
- Support
- Education
- 8000+ Funds No-load, No Surrender Charge, No Trading Costs
CPActuaries is a 30 year old company headquartered in Norfolk, Virginia with our main administration office in Clearwater, Florida. We specialize in benefit design, employee benefit administration and electronic communication. With expertise in these areas of concern, CPActuaries can quickly implement an integrated package for your company that will give you control over the employee communication and benefit delivery process.
We offer a diverse and comprehensive portfolio of products and services. Each product and service can be customized to meet specific needs. Plus coverage can be purchased individually, or as a part of a total benefits program.
Mission Statement
To create and deliver benefit solutions that optimize value and inspire employee commitment.