CBA Multiple Employer 401(k) Plan
Invest smart, Invest well, Invest Catholic
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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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.