HB Retirement is a specialized division of HBKS Wealth Advisors, focusing exclusively on corporate and institutional retirement plans. The firm provides comprehensive services to plan sponsors, including plan design consulting, administrative support, compliance services, and fiduciary guidance. Their mission is to simplify the complexities of managing retirement plans for employers, ensuring plans are cost-effective, compliant with regulations (like ERISA), and beneficial for employee participants. They offer services like 3(16) Plan Administration and 3(21) & 3(38) Investment Fiduciary support to help mitigate fiduciary risk for their clients.

Founded in

United States