FBSI maintains strong working relationships with investment advisors. Our business is plan administration and design, not investments. Investments are your business, your profession.
What we do for you:
We provide the support you need to offer plan sponsors the best lineup of investment options and to minimize fiduciary risk. We understand the need to balance fees, revenue and service. We make investment selection easy and concise.
Experience our 3-step process to open architecture:
1. You determine the fund mandates.
2. You determine the asset class
3. We send you a list of funds that meet your criteria.
We also provide:
customized enrollment kits
- dynamic investment policy statements
- FINRA compliant annual plan review
- full fee disclosure
- co-fiduciary option
Contact FBSI for more information!