SBS Financial was built from the ground up to serve the unique needs of business owners. Our dedicated retirement plans team can assess your situation and guide you through all facets of plan design, implementation and maintenance.

Think of us as your retirement plan quarterback assessing the field making sure the right players are in place performing as they should. While you focus on the complexities of running an organization, we focus on the complexities of your plan, coordinating with the recordkeeper, TPA, monitoring the investment menu and assisting your employees with education and participation.

Do you already have a plan? Ask yourself these questions. If you answer “no” to even one question, give us a call. There is no cost for consultation.

  • Is my plan still in line with my Investment Policy Statement?
  • Do I even  have an Investment Policy Statement?
  • Have I benchmarked it in the past three years?
  • Are my total fees competitive?
  • Are my employees getting the education they deserve?
  • Do I understand my fiduciary responsibility?