Corporate Financial Services
Financial Services in Montgomery, AL
Corporate Financial Services and Staff have been delivering full-service employer sponsored retirement plan administration and consulting since 1980. Corporate Financial Services helps employers in the design, implementation, administration and communication of a huge array of retirement plans. We're dedicated to delivering these solutions to our customers in a timely, accurate and cost-effective manner. Our benefit specialists are committed to helping employers implement retirement plans that promote corporate aims objectives, control costs and give employees a sense of security.
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Corporate Financial Services
read moreFor over 35 years our professionals have been providing companies, just like yours, with recordkeeping, administration and actuarial services for retirement plans. CFS provides services to approximately 250 clients ranging in size from one to thousands of employees, and we are proud of our reputation for providing efficient, accurate and affordable services to our clients. Please explore our website to learn more about our company and the services we have to offer. You'll see from our qualifications that we are equipped to handle your needs.
Corporate Financial Services
read moreBecause we are a full service consulting and administration firm, partnering with us ensures that the needs of employer and employee will be met. We offer a full range of retirement plan services. Below are details on the services we provide.
Corporate Financial Services
read moreOur newsletter covers topics of interest to retirement plan sponsors and their advisors. Every other month another online newsletter, called Benefit Insights, is added to our newsletter library. Please bookmark our site so you can easily return to view our future newsletters.
Corporate Financial Services
read moreWhether you are a sole proprietor, partnership or a corporation, there are several types of qualified retirement plans that can meet your needs. A retirement plan can serve many purposes, from tax sheltering income to attracting and retaining employees. A qualified plan must meet a certain set of requirements set forth in the Internal Revenue Code such as minimum coverage, participation, vesting and funding requirements. Employers can choose between two basic types of retirement plans: defined contribution and defined benefit.
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