Orange County, CA Strategic Partners

Corporate Benefit Coordinators

Serving corporate businesses in Southern California for over 20 years, CBC has developed lasting relationships with our clients and made it our goal to provide only the best resources to meet all of their employee benefit needs. We go above and beyond employee benefit services to ensure that your business is competitive in banking, insurance, human resources and more with our strategic business partners.

CBC is proud to announce its newly formed Integrated Business Solutions model, the M-5 Group™. Currently comprised of nine powerful firms that deliver innovative quality employee benefits, top-rated retirement plans, more efficient web-based payroll services, premier CPA auditing and consulting, and more, the M-5 Group™ provides business owners a virtual one-stop shop for all their business needs. Each M-5 Group™ member brings unique strengths, dedication and specific business know-how within each of their respective fields.

Unlike the normal business model wherein the business owner solicits and engages with several entities to fulfill company requirements, the M-5 Group™ provides an impressive array of independently operated firms that provide business resources that the employer can utilize to streamline and efficiently position his/her company in an ever-more-challenging business environment.

Our Strategic Partners Include:

• Brucker and Morra The largest Southern California firm that exclusively practices employee benefits law, this company has a deep understanding of every nuance of tax and labor law, including but not limited to 401K, IRS and DOL compliance initiatives and self-correction alternatives, ERISA litigation and family law.
• CommerceWest Bank Core values, consistency, reliability and a dedication to the highest level of service standards for clients is what this regional and business banking institution is all about. With special features, including Remote Deposit Solution, Concierge, Banking by Appointment, NetBanker Online Cash Management, 48-Hour Turnaround and 24/7 Emergency Banking, CommerceWest stands heads above the competition.
• Garrett/Mosier/Griffith/Sistrunk Insurance Services (GMGS) GMGS is a full-service insurance brokerage dedicated to providing insurance, surety and risk management solutions for businesses. Through a combination of claims/loss control services, technical insurance knowledge and alternative cost-effective combinations of risk retention & risk transfer, GMGS is able to dramatically lower the long-term insurance costs for businesses while successfully protecting and enhancing their financial strength.
• HR Alternatives, Inc. HR Alternatives provides Human Resource capabilities to meet business objectives while effectively managing employee related concerns with our advisory support and project solutions consulting. Advisory support provides ready access to certified expert consultants on a retained basis. Project Solutions provides the design and implementation of projects, such as HR Compliance, AAP, Employee Handbooks, Compensation Programs, Safety, Recruitment, Training and Organizational Development. This company’s full spectrum of resources provides an effective Human Resource function at a fraction of the cost of traditional options.
• ING Retirement Services One of the largest and most formidable leaders in the U.S. retirement services marketplace, ING closed its acquisition of CitiStreet, thus reinforcing its long-term commitment to the business and further strengthening its ability to design and deliver best-in-class customer solutions.
• Lesley, Thomas, Schwartz & Postma A full-service, certified public accounting firm dedicated to providing a full spectrum of customized accounting and advisory services to solve business problems and achieve business goals, this firm has a proven track record for producing results.
• PayBridge A nationally recognized leader in web-based, real-time payroll solutions that integrate with retirement plan administration and recordkeeping. PayBridge eliminates repetitive spreadsheet calculations, enables contributions to reach 401(k) plans faster, and promotes timely compliance with federal and state regulations with less time needed for oversight. Above all, PayBridge saves money for clients by streamlining payroll operations. The outcome is a fast, intuitive, and flexible payroll / HR solutions platform that reduces costs and lets managers spend more time growing revenue.
• The Pension Group, Inc. A committed, premier retirement-plan design and administration service group dedicated to Profit Sharing, 401k, Pension Plans and New Comparability/Tiered Plans, The Pension Group's professional approach saves both time and money for businesses and creates on-going value for clients with appropriate, timely, accurate, personalized service.

The above list of business firms is not, and should not be construed as, a blanket recommendation, endorsement or sponsorship by Corporate Benefit Coordinators (CBC) or United Planners Financial Services (United Planners) of any of the firms or their services. These firms are not affiliated with / or employees of United Planners or CBC.

Call Corporate Benefit Coordinators today at 1-888-900-7440 for a free quote, or browse our website for more information about Employee Benefit Capabilities or Our Team. If you have any other questions or comments, please contact us.