Retirement Plan Resources

Retirement Plan Services

Cherry Bekaert Benefits Consulting’s commitment to delivering valuable and comprehensive resources to our valued clients is a key principle to the benefits consulting and advisory strategy of our firm.

Assisting our clients with their daily administrative activities is central to what we do. If the information you are looking for is not found within the links, please call us at (516) 750-7575.

Qualified Plan Limits
A comprehensive list of qualified plan limits

Links
Sources of information for retirement planning

Publications
Periodic newsletters provided to all clients

The Firm that Pioneered Direct Recognition VIP

Cherry Bekaert Benefits Consulting is a nationally recognized leader in the development and implementation  of cash balance, defined benefit, profit sharing and 401(k) plans.

Direct Recognition VIP

Cherry Bekaert Benefits Consulting, LLC is a Chernoff Diamond Affiliate. Chernoff Diamond & Co., LLC is a Managing Member of Cherry Bekaert Benefits Consulting. Chernoff Diamond & Co., LLC offers Investment Advisory Services through M Holdings Securities, Inc., A Registered Broker/Dealer, Member FINRA/SIPC. Check the background of this Firm and/or investment professional on FINRA's BrokerCheck. Chernoff Diamond & Co., LLC is independently owned and operated. Chernoff Diamond & Co., LLC, is a member of M Financial Group. Please visit mfin.com/DisclosureStatement.htm for further details involving this relationship.

Chernoff Diamond and their registered representatives are currently licensed to sell variable life and annuity products, as well as other securities products, in the states of California, Connecticut, Florida, Georgia, Maryland, Massachusetts, Missouri, New Jersey, New York, North Carolina, Pennsylvania, Virginia, Wyoming and Washington DC. Residents of other states should consult with a local registered representative for securities products.

Proper state registration is mandatory prior to conducting business in any state.

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