Retirement Plan Consulting

Employees rely on their employers to make quality decisions with respect to the plan they sponsor. Choosing and maintaining a retirement plan can be a difficult task for any size business, given a plan sponsor’s complex and consistently changing fiduciary obligations. Through BHS Financial Services we provide employers investment and retirement plan consulting, including:

• Plan design and compliance expertise
• Provider search and evaluation
• Investment portfolio strategy and performance (View a sample scorecard)
• Fiduciary support and guidance
• Employee communication and education programs
• Ongoing plan, provider, and portfolio review

Below are several of the financial institutions that we work with.

Securities and advisory services offered through Financial Telesis Inc. Member FINRA/SIPC. Berends Hendricks Stuit and Financial Telesis Inc. are not affiliated