A properly designed retirement plan is an integral part of financial planning for business owners. Because SBS Financial was built from the ground up to serve business owners, we have a dedicated retirement plans team. Our team is knowledgeable in all facets of retirement plan design, implementation and maintenance.

While you focus on the complexities of running your organization, as your plan liaison, we focus on the complexities of your plan, coordinating with your recordkeeper, TPA and actuary. We also help select and monitor the investment menu as well as assist employees with education and participation. Think of us as your retirement plan quarterback assessing the field and making sure the right players are in place performing as they should.

Do you already have a plan? Ask yourself these questions and call us if you answer “no” to any of them. There is no cost for consultation. 

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


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