Retirement & Benefit Services

Retirement & Benefit Services

One of an employer’s most significant responsibilities is the effective management of company-sponsored qualified retirement plans such as 401(k)s, profit-sharing plans or defined benefit pension plans. Along with this responsibility comes significant liability under ERISA, the rules that govern how qualified retirement plans are to be administered.

Our retirement plan specialists assist ERISA plan sponsors in all key areas including:

  • Review and oversight of all plan investments, including selection and monitoring of the plan's designated investment alternatives relative to a prudent fiduciary standard of care.
  • Customized participant communication solutions, including educational workshops for participants given in a group setting and optional one-on-one counseling.
  • Understanding, analyzing and taking inventory of all plan fees and expenses to ensure the cost necessary to administer and manage the retirement plan are reasonable.
  • Periodic review of the service providers and platforms offered to ensure plans recognize and take advantage of marketplace changes.
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Please visit HBKS Wealth Advisors for more information

Investment advisory services are offered through HBK Sorce Advisory LLC, doing business as HBKS Wealth Advisors, an SEC registered investment adviser. Insurance products are offered through HBK Sorce Insurance LLC. Visit for relevant information, disclosures and disclaimers.