CORBCO, Inc. is an established retirement TPA and consultant. In over 23 years in business, CORBCO, Inc. has provided consultants who provide CORBCO® record-keeping, administration and retirement advisory services to thousands of closely held and public corporations. We provide a dedicated retirement consultant to assist CORBCO®  clients with all facets of retirement planning.
Retirement Plan TPA

CORBCO® retirement plan services include:

  • 401(k) Safe Harbor Plans
  • 401(k) Discretionary Plans
  • 403B nonprofit retirement plans
  • Accounting, Compliance with IRS/DOL, Plan Testing
  • Employee Enrollment and Re-Enrollment; Investment and Retirement Education
  • Ongoing Plan Administration and Record Keeping for 401(k)
  • Profit-Sharing, Money Purchase Administration and Record Keeping
  • Defined Benefit Plan Administration
  • ESOPS
  • Non-qualified Deferred Comp Plan Administration
  • Trustee Investment Consulting
  • Current Retirement Plan Evaluation

CORBCO, Inc. provides the following bundled CORBCO® retirement plan services:

  • Accounting, compliance with IRS/DOL, plan testing
  • Full employee plan enrollment
  • Multi-state plan support
  • ERISA legal support
  • Plan trustee services including quarterly investment review, fund evaluations
  • Assigned CORBCO® retirement consultant with an average of 18 years experience
  • Consultant can work with client CPA, Attorney, etc.
  • Employee plan enrollment and investment education - both initial and ongoing for plan participants and future enrollees.

 

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CORBCO® Retirement TPA
161 Massachusetts Avenue | Suite 304 | Boston, Massachusetts 02115-3050
Tel: (617) 437-6707 | Fax: (617) 437-6330