Independent Benefit Services develops and implements all types of retirement plans. Our registered investment advisors help you create an optimal mix of vehicles, features, and meet fiduciary requirements. We monitor federal laws governing 401(k) and other retirement plans. You worry about today’s productivity; we’ll worry about tomorrow’s reward.
   
A Sampling of Our Services
Assessing fund managers using
   objective measures of performance
Counseling departing and retiring
   employees on distribution options
Delivering customized solutions for
   mergers and acquisitions
Developing policy statements to
   demonstrate due diligence as a
   fiduciary
Evaluating pros and cons of different
   investment approaches
Helping employees understand their
   benefits and choices
Integrating administrative and
   investment record-keeping functions
Reducing costs for employers while
   maintaining competitive benefits for
   employees
   
Open a conversation with us.
 
 
 
   
 
       
       
     
       
       
       
     
       
       
       
       
     

Securities offered and Investment Advisory Services provided through

Financial Telesis, Inc. member NASD/SIPC.

4340 Redwood Highway Suite A23 San Rafael, CA 94903. 415-492-8975
Independent Benefit Services is a separate entity from Financial Telesis, Inc.