Jodie Dailey
Helping businesses navigate the administrative burdens of retirement plans and create wealth in retirement for themselves and their employees.
- Role
- Sr Vice President at Cbc Retirement Partners
- Location
- Columbia, MD, US
- LinkedIn followers
- 500 followers
About Jodie Dailey
For over 30 years, CBC has been helping our clients secure the financial future for themselves and their employees. Our success is rooted in our ability to design, administer, and execute retirement plan strategies that adhere to our clients’ goals. In so doing, we provide our clients and their employees with the tools and resources necessary to achieve a successful retirement. Follow me on Twitter @jodieCBC
Experience
Sr Vice President
Jan 2005 — Present · Columbia, MD, US
CBC Retirement Partners is a qualified and non-qualified retirement plan consulting, design and administration firm specializing in balance forward, bundled provider, or daily valuation plan solutions. CBC works closely with business owners to leverage tax benefits of company sponsored retirement plans, and at the same time, provides the company\'s plan participants with the communication and education needed for them to create a successful retirement. CBC provides proposal (sales) and enrollment support to advisors, fiduciary reviews for plan sponsors, and complete retirement plan services to plan sponsors and their employees.
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