Retirement Plans
Investment Due Diligence
Affiliations & Credentials
Improve employee outcomes and reduce fiduciary risk.
FBG utilizes a sophisticated investment monitoring system designed to enhance participant outcomes while helping employers manage risk and reduce liability exposure.
Our institutional approach incorporates:
- Modern portfolio theory statistics
- Quadratic optimization analysis
- Risk-adjusted return
- Fund style
- Peer group rankings
- Fund manager tenure
- Expense ratio benchmarking
- Statistical profile strength
Navigating investment oversight, together.
We can serve as either a 3(21) or 3(38) co-fiduciary for your retirement plan, supporting the selection and monitoring of investments.
You'll receive:
- An Investment policy statement
- Manager scorecards
- Quarterly market summaries
- Transition support when replacing or adding fund managers
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Have a question about your plan or want to explore how FBG can help? Reach out – we'll get back to you promptly.
FAQ
Your questions, answered.
FBG provides workplace financial education virtually and on-site, including group meetings, one-on-one support, and access to personalized financial planning for all employees. Employees are also provided with access to Estate Planning resources and can get a Will for zero cost!
Yes, every FBG client can expect to work with a CERTIFIED FINANCIAL PLANNER™ professional who is held to rigorous ethical and fiduciary standards, ensuring your individual financial goals and wealth management needs are always the priority.
FBG constructs various institutional plan structures tailored for efficiency and tax health, including:
- 401(k), 403(b), and 457 plans
- Cash Balance plans
- Endowments/Foundations
- Prevailing Wage plans
FBG believes that consulting compensation should correspond solely to the value added rather than fluctuating with market and contribution growth. They offer clients the option to be billed on a flat-dollar basis rather than strictly using variable consulting fees that rise automatically as more funds are contributed to a plan.
Unlike many firms driven by sales quotas, FBG prioritizes client service by limiting the size of each advisor's practice. They operate under a 24-hour response commitment and challenge industry norms- such as the over-reliance on Target Date Funds—to provide truly personalized financial advice.
A dedicated advisor for every retirement plan.
Many employees find retirement planning overwhelming. Our goal is to simplify the process and help employees save and invest with purpose. Each client is supported by a dedicated advisor who builds a financial wellness program tailored to the organization.
Resources include:
- Dedicated advisor for each business
- One-on-one consultations (in-person or virtual)
- Financial planning for all employees
- Access to estate planning resources at reduced cost
- Participant support phone line (English and Spanish)
- Customized content for each business
- Bilingual support and materials
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