Retirement Plan Services

401(k)    Profit Sharing   Cash Balance   Defined Benefit   Compliance & Due Diligence   Actuarial & Fiduciary Services   Taft Hartley Valuations & Consulting

Large firm expertise. The attention and efficiency of a boutique.

Cherry Bekaert Benefits Consulting professionals design business-smart plans and render responsive administrative service that optimize benefits, minimize costs, and enhance employee relations.

With more than 30 years of experience combined with the proper blend of professional expertise and exacting standards, Cherry Bekaert Benefits Consulting’s professionals apply real-world perspective to deliver solutions consistent with your objectives and economic considerations. Our client-centered teams transform complex tasks into seamless functionality. By using state-of-the-art technology to expand services (not replace them), Cherry Bekaert Benefits Consulting’s advisors and administrators can simultaneously manage any combination of plans, investment alternatives and reporting responsibilities. In addition, our accredited Investment Fiduciaries provide guidance to clients in an effort to help them achieve enhanced results, mitigate liability and increase participant satisfaction.

Our objectives are simple:

  • To ensure that you and your plan participants realize meaningful benefits on the most efficient basis possible.
  • To build valued and lasting relationships with our clients.

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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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