|
|
 |
| |
|
Home > Financial Services > Stock Brokers > Gbs Retirement Services, Inc.
Gbs Retirement Services, Inc.
Gallagher Benefit Services, Gbs Retirement Services is a member of NASD, the National Association of Securities Dealers. NASD is a self-regulatory organization of the securities industry responsible for the operation and regulation of the NASDQ stock market and over the counter markets. It also administrates exams for the investments professionals, such as the series of 7 exams.
Gallagher Benefit Services specializes in the many facets of retirement plan services and consulting. They work jointly with their clients to develop retirement plans that are flexible and support business strategy. Their comprehensive plan analysis addresses potential hazards and their ongoing plan management and review aid clients in meeting their objectives while minimizing liability and expense.
Gallagher Benefit Services seeks to create lasting partnerships of confidence and trust with you and your organization. Their structure makes them flexible and allows them to listen and quickly respond to your changing business demands.
For over thirty years, Gallagher Benefit Services has been in the business of interpreting legislative changes and delivering targeted pension and retirement plan solutions for businesses ranging from partnerships, to large healthcare institutions, publicly traded businesses, not for profit organizations, municipalities and just about every other type of enterprise. Their investment examination will begin by reviewing the Investment Policy Statement and the investment asset classes in your plan. They then analyze individual fund managers to help ensure they meet the guidelines of the plan’s Investment Policy Statement and the employee demographics.
Gallagher Benefit Services will monitor the investments offered in their client’s retirement plan. Adherence to an Investment Policy Statement minimizes the liabilities associated with this legal duty. To assist their clients in meeting their obligations, Gallagher Benefit Services works with their clients to refine the plan’s Investment Policy Statement and with the investment providers to monitor and analyze investment performance using various reporting agencies and databases. They provide you with documented reports to support your fiduciary decision making.
At Gallagher Benefit Services, they build proactive solutions with you to ensure that all data moves properly by planning flows, format and process down to the last detail. The initial implementation meeting is a key element in completing a successful transition to a new investment provider. Throughout the implementation process, Gallagher Benefit Services provides the guidance; support and expertise required making it a smooth transition. They assist in the plan design, investment fund selection, administrative issues, documents and communication.
Financial Services Companies
all are here at FinancialBrowsers.com Permission is granted to reproduce this article as long as the above resource paragraph is left intact with active links.
Back to Stock Brokers
|
|
|
|
|
|
|