Retirement Benefits

The CoBiz Insurance retirement services team is an integral part of the solutions for your business' success. We align your retirement plan strategy with your business strategy to help you achieve your long and short term business objectives. In addition, we view employer-sponsored retirement plans as an employee benefit deserving of specialized focus and skill. To that end we offer high level, strategic consulting and design, and employee education and engagement. Our ultimate deliverable is to enhance investment opportunities for your participants while maximizing fiduciary protection for the employers we work with.

Our clients enjoy

• Plan design analysis
• Compliance checklist
• Investment policy statements
• Fiduciary plan review and design
• Provider Searches/Benchmarking Analysis
• 404(c) Policy Statement and Notice, and monitoring
• Custom fee disclosures
• Participant communication
• And much more

Our goal is to help you position your retirement benefit plan as a strategic component of compensation, one that allows your employees to plan for the future, as well as to attract and to retain high caliber talent. Call Kristen Deevy at 720.264.5326 to get started.

Securities and Advisory Services offered through Financial Telesis Inc., member FINRA/SIPC. CoBiz Insurance is not affiliated with Financial Telesis Inc.