When you partner with FBD, we pledge to deliver the service, distribution and management tools that set your plan apart while reducing your fiduciary liability. FBD’s professional staff stands behind the products we offer to sponsors and participants. Every plan is assigned to an experienced Account Executive who is on call for plan sponsors and their advisors. Plan Sponsors are also assigned an Administrator to handle the day-to-day record keeping aspects of the plan. Participants may call our Benefits Communication Center and talk to qualified professionals equipped to answer plan specific questions. FBD’s Compliance Department is intimately involved with the design, implementation and administration of your plan and provides ongoing oversight to ensure that your plan is compliant with new pension laws and regulations. Our retirement plan services and fees give our clients the maximum flexibility and solutions for their plan.

• Annual nondiscrimination testing, signature ready 5500 preparation and annual executive summary.
• Open-architecture platform includes approximately 250+ fund families and may include any combination of investment options.
• Full disclosure of fees.
• One Plan Administrator assigned to the Plan who performs all administrative functions.
• Compliance Specialists review and oversee the administration
• Roth 401(k) Option
• Fiduciary Responsibility Toolkit
• Quarterly statements include newsletter, fund performance and participant summary
• Internet services include transaction activity, confirmations, rebalancing, rate of return calculations, links to Morningstar^®.com for performance information and more.
• Voice Response Unit (VRU)
• Spanish enrollment materials
• Plan sponsor module, including plan demographics, paperless loans, on-line enrollment, submission of payroll data, etc.
• Call Center provides toll-free access to a “live” person Monday – Friday to respond to Plan Participants’ questions regarding the plan or our services.
• Trade public stock (T + 3 or unitized)
• Include non-publicly traded stock on statement, VRU and internet with a value provided on a periodic basis
• Self Directed Brokerage accounts
• Balance Forward Administration

• Portfolio Analysis
• Investment Policy Statement
• Professional Money Management

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