CSB Associates, Inc. is a Charlotte-based consulting firm that has been providing personalized retirement benefit consulting and actuarial services since 1994. They offer expertise in managing interactions with the IRS and PBGC, and provide services for all types of plan sponsors, including small- and medium-sized corporate employers, not-for-profit organizations, high income professional service providers, and Taft-Hartley plans.
With a focus on hands-on attention and accessibility, CSB assists plan sponsors with plan design, administration, funding, accounting, government reporting, and compliance issues. Their team of experienced actuaries and consultants are committed to providing superior service for a reasonable cost, and their client service philosophy is based on the highest level of personal and professional skill. CSB clients range from 1 to 6,000 plan participants, and they are available 24/7 for prompt responses to client inquiries.
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