CBA Multiple Employer 401(k) Plan

Invest smart, Invest well, Invest Catholic

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Working with recognized industry leaders in the field, this plan is specifically designed to meet the needs of qualified Catholic employers, making it easy to adopt.

With a framework refined by CBA’s experience as a MEP administrator, proven processes are already in place including comprehensive support, access to resources, and education.

Support with long term maintenance reduces fiduciary risk and responsibility with tasks such as record keeping, compliance testing, and regulatory filings.

Cost Effective. Competitive Investing.

Participating employers benefit from economies of scale, which reduces the costs associated with an individual 401(k).

The diversified fund menu is designed to provide competitive investment returns.

Catholic-Compliant Fund Menu

The fund menu is curated with a faith-focused approach. The funds are evaluated to ensure alignment with investment guidelines from the United States Conference of Catholic Bishops (USCCB) and Church teaching.

Highlights Of The CBA MEP 401(k)

Catholic-aligned investments

Cost savings based on economies of scale

Simplified plan design

Streamlined and supportive implementation process

Reduced administrative burdens

Reduced employer fiduciary liability

Compliance and performance management

Employee education and online resources

We created the CBA MEP 401(k) for you

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Learn more about the CBA Multiple Employer 401(k) Plan

 

Under no circumstances does CBA provide investment, tax, accounting, or legal advice. Past performance is no guarantee of future results. The investment products discussed are not insured by the FDIC and involve investment risk including the possible loss of all principal.