Flexible Benefits Systems, Inc. (FBSI) offers products and services with flexible plan design options and features that are beneficial to all stakeholders and beneficiaries in retirement plans. 

Our administrative support enables advisors to grow their businesses and to concentrate on their relationships with the trustees of their plans. We also prioritize personalized service to the employees of each company, as well as compliance with regulators.

Our solutions will empower you, the advisor, to expedite sales and onboarding. Some of the ways we do this include:

  • Versatile plan designs that are understandable to both employers and employees;
  • Recordkeeping options ranging from daily monitoring to balance forward;
  • Administrative services ranging from full service to bundled options;
  • A variety of investment mix and plan pricing approaches, from plans where employers or the participants absorb all costs, to splitting costs between the parties.

At FBSI, we recognize the importance of:

  • Client Service;
  • Compliance with Internal Revenue Service (IRS) regulations;
  • Compliance with the Department of Labor (DOL) regulations;
  • Customized plans designed to meet the needs of the business owner;
  • Client and participant communication;
  • Ease of use;
  • Innovation;
  • Technology;
  • Internal controls.

We are flexible in plan design, flexible in product offerings, flexible with providers. However, we are inflexible when it comes to the high level of service we provide! 

Contact us now to find out how we can build a customized solution to meet your business requirements!