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| 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. |
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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 |
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Open
a conversation with us. |
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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.