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CBH Pensions
WHO WE ARE
A leading Charlotte, NC based Benefit Consulting,
Actuarial and Third Party Administration (TPA)
firm, CBH administers many types of qualified
retirement plans, 401(k), defined benefit, ESOP,
and 412(i). Let us help you choose the proper
plan design for your corporate and retirement
goals.
WHO WE WORK WITH
CBH Pensions works exclusively through advisors,
(Financial Representatives, Insurance Advisors,
CPAs, and Attorneys). To help them with their
client the plan sponsors make their employees
retirement successful.
OUR INVESTMENT PARTNERS
American Funds, Hartford, ING, John Hancock, MFS,
Nationwide Financial, Transamerica, Lincoln,
Oppenheimer, Mass Mutual and our own Open
Architecture Daily Platform.
GOAL
With our experienced staff, we will provide
superior, personal service to our clients to help
them achieve their retirement goals.
Pete
Marriott, Senior Benefits Consultant for:
Group Insurance Solutions
call Carroll at (704) 543-9314 for appointment
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