CBM Bankers Retirement Services

Optimize Your Retirement Plan Strategy

When you join the Bankers Retirement Services (BRS) 401(k) plan, you have access to a powerful partner with strong resources, while keeping your own resources focused on reacting to and taking advantage of the latest market trends. As you look to strike the right balance, you need to be able to:

  • Achieve economies of scale without sacrificing the personal attention and service you are known for providing. 
  • Meet the savings needs of your workforce without compromising the resources you need to deliver the service excellence your clients appreciate and respect. 
  • Continue to focus on and invest in your core business without going over budget on your retirement benefit costs.

Why Join the BRS 401(k) Plan?

  • A competitive, cost-effective retirement benefit.
  • Superior customer service.
  • Flexibility to maintain a plan unique to your bank.

Meet Your BRS 401(k) Plan Partners

Plan Leadership
  • CBM - Plan sponsor and leads the BRS Plan Investment Committee.
Participant Services
    • Empower - Record keeper and Custodian with a robust solution for participants.
Compliance & Testing
  • Watkins Ross - Year-End Plan Testing and Compliance.
Fiduciary Oversight
  • Institutional Investment Consulting (IIC) - 3(21) Non-Discretionary Fiduciary and Plan Consultant.
Legal Guidance
  • Groom Law Group - Annual Legal Support for the Plan.
Investment Management
  • State Street Global Advisors - Core Index and Target Date Fund Manager.
For more information, contact Kate Angles at kateangles@cbofm.org.