FBD Consulting,
Inc. tailors a retirement plan to best meet the needs of your company.
FBD takes the frustration out of retirement plans by providing all aspects
of plan design, record keeping, administration and investment analysis
in-house. FBD combines the national presence of a larger firm with the
personalized service more typical of a smaller, regional firm. Currently
we serve hundreds of clients throughout the United States.
FBD may offer a bundled or unbundled approach to creating and designing
a customized retirement plan to best meet the objectives of you the plan
sponsor, while providing a state-of-the-art daily service for your plan
participants. FBD will design the appropriate plan for your company, which
might include 401(k), profit sharing, defined benefit, tax sheltered annuity
403(b), 457(b) and (f), or new comparability type plan.
Our services encompass a multi-fund family, open-architecture approach
including approximately 250 fund families. Full service Compliance and
Administration Departments manage the day-to-day flow of data, annual nondiscrimination
testing, preparation of account statements and Form 5500. Our daily valuation
service includes plan sponsor web access, plan participant web access and
voice response unit (VRU).
In addition to providing 401(k) services specific to the plan sponsor,
FBD provides outsourcing services to regional banks, accounting firms and
mutual fund families interested in outsourcing the record keeping or administration
of their daily valuation or balance forward business, while maintaining
the education, investment and consulting services for their clients. Our
professional management team will substantially augment the service that
you provide your clients.
Retirement
Plan Services
Compliance Services
Defined Benefit
Plan Services
Retirement
Plan Outsourcing
ACCREDITED
INVESTMENT FIDUCIARY®
If you have questions or comments, or would like to arrange a demonstration
of our services, please contact us by phone, or by using the link below.
We will need your name, contact phone number or email address, and company
name. The demonstrations include Plan Sponsor Access, Plan Participant
Access and Financial Advisor Access.
Click
here to request a demo
Toll Free: 1-800-969-4015
Fax: 913-319-8902
