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Corporate Benefit Systems, Inc.

1011 Brioso Drive
Suite 109
Costa Mesa
CA 92627
Phone: (949) 722-2323

Category: Pension and Retirement Plan Consultants
Website: http://www.corpbenefits.net
Email: ten.stifenebproc@yrnepa

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Company representatives

Al Penry, CRFA
Phone: (949) 722-2323
Email: ten.stifenebproc@yrnepa

Al Penry, Consulting

About Corporate Benefit Systems, Inc.

A full service financial company specializing in personal and financial solutions including corporate retirement plan design and administration.


Corporate Benefit Systems, Inc., (CBS), is a premier provider of Personal and Retirement Solutions for Individuals, Employers and Employees. We specialize in providing financial ideas for personal and retirement plan design and support, employee education, onsite enrollment services and retirement advice for retirement plans. We welcome the opportunity to become a part of your retirement plan and personal plan solutions.
Retirement Plan Design
Third Party Administration
Investment Management
Retirement Strategies
Estate Conservation
Retirement Plan Consulting
Insurance and Annuity Products
Health Insurance
College Planning



Products and Services

  • Retirement Plan Design
  • Investment Services
  • Retirement Plan Consulting

Opening Hours


Monday-Friday 9:00am-5:00pm

Business categories

  • Financial Services
  • Insurance Annuities

Location Type

Headquarters


Revenue

$725,000 - $750,000


Employees

5 to 9


Years In Business

40


Memberships

  • Certified Retirement Financial Advisor

Brands

  • Expert Plan
  • Guardian Retirement
  • ING Retirement Plans
  • Prudential Annuities
  • Nextstepdc
  • Met Life Annuities

Rating

Browse U.S. states for Pension and Retirement Plan Consultants



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