Experience and focus: Retirement plan, investment fiduciary, and employee education services are the core business of EBS Financial Advisors. Our leadership team has an average of 25 years of experience servicing defined contribution plans and their participants. We understand the retirement plan marketplace, the financial markets, the regulatory environment, and the needs of plan participants.

A systematic approach and focus on process: We understand how important it is to develop and maintain a detailed and prudent plan of action for the plan’s fiduciaries, investment managers, and service providers to follow. Towards that end, we provide assistance developing and maintaining customized policies, documentation, and checklists to help you ensure that all obligations and objectives of the plan are managed and risks to the plan sponsor and their participants are addressed.