Helping your employees save for a comfortable retirement is a commendable goal. Our licensed financial professionals can help you select, structure and offer the type of qualified retirement plan that meets your needs. Since we do not have allegiance to any single plan provider, we are able to deliver independent, objective, and balanced advisory services. While helping plan fiduciaries meet their responsibilities as set forth by ERISA, and other regulatory agencies, our comprehensive investment fund review provides oversight and guidance on a sound investment portfolio offering. We are dedicated to educating plan sponsors with full transparency through our independent process of benchmarking fees, services, and investments.

Retirement plans include 401(k), 403(b), IRAs, Roth IRAs, SEP Plans, SIMPLE IRA Plans, Defined Benefit Plans, and Profit Sharing Plans, and more.

  • Fee Benchmarking & Comparison
  • Plan Design & Optimization
  • Provider Contract Review & Negotiation
  • Plan Compliance & Fiduciary Guidance
  • Plan Sponsor Retirement Education
  • Investment Opportunities Ranking
  • Personal Wealth Management Services

Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA /SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc. a Registered Investment Advisor. Cambridge and C3 group, LLC are not affiliated. Registered to sell securities in Pennsylvania.

THE C3 COST-CONTROLRETIREMENT & FINANCIAL PROCESS


Assess

Identify Key Opportunities

Health benefit insurance costs are skyrocketing.

Analyze

Evaluate Improvement Options

A change of broker can provide competitive access to all available insurance carriers, as well as complimentary services to both employer and employee.

Control

Implement Initiatives

The broker coordinated all changes with a seamless transition. Existing staff functions were reduced and relocated.

Monitor

Measure Performance

Health benefits insurance costs reduced by 25% and internal labor costs reduced by $30,000. Services to employees increase dramatically.

Financial services are critical for your retirement plans. We're here to help.

Additional C3 Service Areas

Partnering with organizations to improve operational and financial performance