Mid Atlantic is pleased to take this opportunity to spotlight valued business partner Certified Benefits Corp (CBC) in Altamonte Springs, Florida.
CBC was founded in 1996 as a member of Certified Financial Group (CFG), with the express purpose of creating a lower cost, customized retirement plan solution for its personal wealth management clients. As an independent recordkeeper and plan administration service provider, CBC’s primary objective is to offer an open-fund lineup not commonly offered by insurance companies and mutual fund providers. The firm partners with major custodians, independent investment advisors, and other third party administrators (TPAs) to provide unbundled, investment-independent retirement plans.
After several years working for another service provider, Christopher Staton, Vice President of CBC, joined the firm in 2003. In addition to performing a variety of roles with CBC and experiencing the many levels of services provided to clients and participants, Chris has been overseeing firm operations since 2007. Mid Atlantic recently spoke with Chris to get a more in-depth perspective of the CBC’s business philosophy:
What do you believe your clients find most unique about working with Certified Benefits? What, if anything, are clients most surprised to learn about your firm?
The most unique feature about Certified Benefits is our willingness to tailor our service to meet the client’s needs. We understand that our clients span different industries, different locations, and each has its own unique company culture. We tailor our service to the client and what they need.
What led to your decision to become a recordkeeper on Mid Atlantic’s custodial platform?
The Mid Atlantic platform has additional features that we will be able to bring to our clients.
How would you describe the underlying principles behind Certified Benefit’s most successful strategies?
Our service comes first… This allows us to create a long-lasting partnership with our clients. This is the main reason that a majority of our clients have been with us for 10+ years.
What are some of the greatest challenges you face in serving the 401(k) space?
Our greatest challenge is to provide efficient services without sacrificing the 5-star service we’ve become known for.
For more information about Certified Benefits Corp, you may visit the firm’s website at: www.certifieddifference.com.
* Please note that the views expressed by our business partners do not necessary constitute the views of MATC.