As the sponsor of a qualified retirement plan, you should expect accessible, knowledgeable guidance to assist you with your responsibilities. For each of your employees, you should receive individual support that helps guide them toward a fulfilling life in retirement. These services should be provided by a team who specializes in company sponsored retirement plans.

Your path to a robust employee benefit program starts with IBS Financial Group consultants as your retirement plan advisor. You will be receiving guidance from a company that was founded in 1979 and has led clients through the transition from the traditional pension plan to the 401(k) plan as their primary retirement benefit. You will be serviced by a diverse team that features over 100 combined years of experience working with employer sponsored retirement plans. Your team will include those with the Accredited Investment Fiduciary® (AIF®) certification. Your employees will receive personalized education to help them prepare for retirement.

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As an independent firm, we selected LPL Financial to serve as our broker/dealer and registered investment advisor in 1996. LPL Financial is built on the premise that achieving financial goals depends on unbiased financial advice, timely research and easy access to the investments and services that best fit specific needs. LPL Financial is also positioned as one of the preeminent independent retirement-focused broker-dealer/RIA firms in the nation through their Center for Fiduciary Excellence, LLC (CEFEX) certified Retirement Plan Consulting Program (RPCP). As part of RPCP, IBS Financial Group consultants have access to a comprehensive proprietary tool suite and investment analytics, enabling us to provide thorough service to our retirement plan clients.

The LPL Retirement Partners online tool suite has been certified by CEFEX for Investment Support Services.*

*Scope of certification limited to provision of LPL Financial Retirement Partners Tool Suite when used in conjunction with the LPL 12-point scoring methodology: Fiduciary Monitoring System, Plan Advice Manager, Expense Analyzer, Fiduciary Vault, Retirement Plan HealthCheck, Fee Comparison and Analysis Tool, Fund Line-up Comparison Tool and RFP Director.