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CBERA

Building Successful Retirements

SERVICES
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OUR SERVICES

CBERA provides deep expertise in retirement benefits to members of Massachusetts' financial institutions. CBERA offers complete and unwavering support to its members and HR personnel focused on building successful retirements.

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FEATURED EVENTS

Oct
22

Retirement Representatives

Fall Meeting via Zoom

WEBINARS

Oct
9

Plan A/401k: Roth Topics

5-6 pm

Nov
6

Plan A/401k: Investing Concepts

5-6 pm

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NEWS & EVENTS

What Makes Us Different?

We specialize in the banking industry of Massachusetts

Our clients run banks; we run their pension plans. We are a specialized unit as an extension of their HR department.

We are focused on better retirement outcomes

We spend a lot of time on retirement education sessions for small groups and one-on-one, in addition to utilizing data science for automated prompts to action; the combination results in a 2%* higher deferral rate on our 401k plans.

*Average of 2021-2022 CBERA deferral rate minus T. Rowe Price 401k plans average.

We have deep expertise in retirement benefits

Our team averages 30 years of experience per person, and our organization has been here since 1946. We understand the complexity of pension plans.

Gold standard of customer service

​We don’t count the minutes we spend with participants and our clients; we help them before, during and after retirement.

FORMS

Click on the various forms below to have access to either download/print/send or fill out on our website.

Talk to Our Team

Contact our team today to learn more about how we can help you build a successful retirement.

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