RETIREMENT PLANNING

Our retirement and 401(k) advisors are registered investment advisors who can help make certain that you are offering plans that help your employees save for retirement while meeting your organization’s fiduciary objectives. We ensure that as a plan sponsor, you satisfy your fiduciary obligations and are aware of the Department of Labor requirements intended to assure that prudence has been employed and to insure the most suitable plan for your employee base.

Strategic Financial Services, a sister company to SBS, brings more than 30 years of experience and depth of resources to help your employees plan their retirement. Our consultants provide the expertise you need to address all aspects of employee retirement plans, investments, legislation, compliance, cost control, reporting requirements and more. You’ll help create a stronger organizational culture while helping employees understand that their working years are critical for funding their future satisfying retirement lifestyle.