Most corporations understand the value of providing its executives and employees with some type of retirement program. However, what is not always understood is that there are a wide range of options that can be custom crafted to meet the unique goals of each situation. A greater misunderstanding is that once a retirement program is established that it will take care of itself. In fact, rules, regulations and requirements change nearly every year, and a retirement program established only two years ago, could now require modification to keep current with rules and regulations, while reducing the personal liability of officers and directors.
C. K. Cooper & Company brings the same level of commitment to the education, establishment and maintenance of Corporate Retirement Programs that it brings to the rest of its business lines. This includes a hands-on approach to understanding the specific needs of each client, understanding the end goals, and then working with the Corporation, and select professional advisors and administrators to implement the program. C. K. Cooper & Company takes the further approach of meeting and educating each employee as to the benefits of the program, assistance in enrollment and the maintenance of those employee relationships.
In almost every case, the Corporation is paying a broker a commission related to the management of their retirement program, C. K. Cooper & Company takes the approach that we must not only earn the initial relationship, but continue to add value to maintain that relationship.
C. K. Cooper & Company maintains an open architecture platform whereby we can team up with the right administrators, product platforms and legal/accounting professionals based upon each unique instance.
