Retirement Solutions

OBS Financial’s Retirement Services Group is comprised of a team of experienced professionals dedicated to bringing innovative solutions and best practices to small and mid-sized company retirement plans. Through strategic alliances, we deliver industry leading investment, recordkeeping and administrative solutions that are unbiased, innovative and adhere to the highest fiduciary standards. We provide the investment, consulting and educational services and resources necessary to enable your firm to pursue and service participant-directed retirement plans, including 401(k), 403(b) and other Qualified Plans. Our offering allows your firm to focus on attracting new clients, advising and educating participants and reporting to plan trustees.

By acting as a 3(38) fiduciary as defined by the Employee Retirement Income Security Act (ERISA), OBS serves as a valuable asset to an ERISA Plan Sponsor by focusing on protecting fiduciaries while creating high-value at a reasonable cost. We utilize our deep understanding of the financial principles and regulations surrounding retirement plans to provide the most advanced, cost effective and service oriented retirement solutions available. These services include:


Investment Management

Strategic Alliances: Recordkeeping & Plan Administration

Fiduciary Protection

Plan Design & Consulting

Plan Compliance & Reporting

Participant Education