WHO WE ARE
Chicago Benefit Associates (CBA) is a financial risk management firm serving small to mid-market companies throughout the Midwest. We specialize in employer-sponsored qualified retirement plan design and implementation along with executive benefit solutions to recruit, reward and retain key partners.
Our protection first philosophy coupled with a financial wellness system helps guide our clients to a financially secure workforce and executives to a “work optional” retirement.
Our process begins with a diagnostic review of your current retirement plan to measure the effectiveness of the plan design, investment integrity, and cost structure. CBA’s open architecture approach allows for independence, objectivity and the following promises of Institutional Level Investments and Pricing, Fiduciary governance, Employee Education, & Transparency.
A well designed and implemented employee education program is vital to the creation of a financially prepared workforce. Employees who are educated and counseled on risk and the responsibility of realistic contribution amounts are prepared to retire at the appropriate time versus continuing to work out of necessity.
Through our planning system — Wealth Steps® — we will educate participants to save, protect and prepare for today and their tomorrows.
We at CBA are very clear as to our strengths: providing top level employer-sponsored retirement plans and executive risk management strategies for small to mid-market companies. Often, our clients may need assistance in areas outside of our scope of expertise, such as group medical benefits or commercial liability insurance. In these instances, we will introduce partner firms we know and trust who share our philosophy of competence, service, and transparency.
Frank Evans – Managing Associate
Frank Evans practice is based on working collaboratively with corporate clients structuring in-depth executive benefit strategies and supplemental employee benefit programs.
He continues to work individually with clients to address asset protection, insurance planning, retirement and estate planning concerns. Chicago Benefit Associates designs, implements and administers executive benefit strategies that help recruit, retain and reward executive employees by supplementing existing group benefit programs.
Registered Representative & Investment Advisor of Park Avenue Securities, Financial Representative of Guardian.
Chloe Barry – Administrative Assistant
Chloe joined Chicago Benefit Associates in November 2017 and currently serves as Administrative Assistant to Frank Evans. Chloe places the utmost importance on client experience and meeting client needs in a timely manner while upholding the integrity and values of CBA. She is responsible for scheduling appointments, calendar management, and overseeing the underwriting process.
University of Arkansas alumni from Texas, Chloe and her husband love Chicago summers.
Please don’t hesitate to reach out to Chloe with any questions or needs.
Charlie Russ – MBA, CLU®
Van A. Ewing II – MBA, CLF