Business Insurance Solutions

401K Services

Fiduciary Services

  • Enter into a contractual co-fiduciary relationship
  • Review and update the Investment Policy Statement (IPS) as necessary
  • Provide quarterly analysis and review of underlying investment options utilizing Fi360 for fiduciary process documentation
  • Meet periodically to review quarterly analysis, conduct investment committee meeting, draft and maintain investment committee notes
  • Provide recommendations for replacement funds as dictated by performance and IPS
  • Conduct forensic fee analysis and benchmarking on an annual basis

Non-Fiduciary Services

  • Provide participant education in the format required by plan sponsor (live and/or webinar)
  • Serve as liaison to service providers (TPA, Record Keeper, etc.) for any questions, problems or issues on behalf of the plan sponsor
  • Serve as primary point of contact for participant questions, problems or issues
  • Conduct periodic Request for Proposal (RFP) for TPA’s and Record Keepers to ensure lowest possible costs consistent with excellent service

Where we are

MBS Insurance Services
100 Passaic Avenue Ste. 120
Fairfield, NJ 07004
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