Corporate Services

Cash Management | Corporate Retirement Plans | Executive Program

Demands on the corporate CEOs, CFOs, and HR Directors are rising daily in the areas of cash management, risk management, and asset performance accountability.

CIC offers assistance in these areas to our corporate clients especially related to retirement plans.

Cash Management

CIC assists corporate CFOs as well as others who have the responsibility of managing corporate cash.

Customized programs are designed and implemented to assist companies in all of their cash surpluses and needs.

Corporate Retirement Plans

At CIC, we consult with many companies throughout the Carolinas concerning their retirement plans. We focus on:

For more than 20 years, CIC consultants have assisted plan sponsors with various plans including Defined Benefit, Defined Contribution, and Non-Qualified. Plan sizes have ranged from three participants to over 7,000 participants, with plan assets ranging from $1 million to $450 million.

ERISA Disclosure 2017

Executive Program

Our Executive Programs not only include investment consulting and financial planning, but also focus on today’s needs of dealing with stock options, forward contracts, severance packages, split-dollar arrangements, and more.

CIC realizes that two common traits all of our executive clients share are a lack of time and the need to stay organized. We help them deal with both of these in their personal finances.