Financial Expertise,
Personalized for Your Success

With 40+ years of experience, FBS Group delivers customized retirement and wealth management solutions to ensure your journey is both secure and compliant.

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custom investment strategies

Tailored Solutions for Your Unique Business Needs

We offer personalized solutions that are perfectly tailored for small businesses, ensuring you get the right fit without compromise.

Attract great talent ✨

Offer a flexible secure 401(k) plan.

Employees can contribute a portion of their paycheck to a Retirement account.

As a tax-advantaged, defined-contribution plan, it enables employees to save for retirement while enjoying potential tax benefits.

We provide tailored education for plan participants to help them understand and make the most of their retirement savings options.

Seamless Transitions

Easily remove Employees When They Leave

Full-Service 401(k) Administration

We manage the details, so you can

focus on your business.

Plan Design

Plan that aligns with the objectives of both the employer and employees, adheres to regulatory standards, and optimizes tax advantages and retirement savings opportunities.

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Administration & Record Keeping

Our team handles all aspects of TPA and recordkeeping. Additionally, we provide comprehensive support to keep your business fully compliant with IRS and ERISA guidelines.

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Investment Selection

As a trusted 3(21) & 3(38) fiduciary, our team will work closely with you to evaluate and select the most suitable investment options tailored to the unique needs.

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Additional Holistic Service​

We provide expert Financial Planning services, including estate and tax planning, tailored to your participants’ needs. Our goal is to help them stay on the right track and plan for a secure future!

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Retirement Compliance

Stay Ahead of State Laws with Our Custom Retirement
Solutions

Our team stays up to date on changing laws and handles the necessary filings, so you can trust that your plan remains fully compliant. By partnering with us, you’ll have peace of mind knowing that your 401(k) is both effective and adheres to state-specific guidelines, allowing you to focus on growing your business