Retirement Plans - Contact us for over 30 years of experience in providing independent, comprehensive services in the design, implementation, communication, and administration of retirement plans. FBA currently ranks as one of the largest independent Third Party Administration (TPA) firms in the nation.



FRINGE BENEFIT ADMINISTRATORS, LTD (FBA), was founded in 1972. For over 37 years we have provided independent, comprehensive services in the design, implementation, communication, and administration of retirement plans. With an emphasis on personalized service, FBA is a client-focused provider, utilizing market-leading technology.  FBA currently ranks as one of the largest independent Third Party Administration (TPA) firms in the nation.

Our independence means that FBA is not dependent upon any particular brokerage firm, trust company, or investment fund family. FBA provides an “open architecture” investment platform, allowing FBA to work with any financial provider.  FBA offers creative solutions to help design a retirement plan that is perfect for your company with the assurance that FBA is committed to providing your company with the highest quality administrative services available.

FBA’s senior staff, administrators, and technicians have an average of over 15 years of industry experience and currently provide services to over 600 clients.
FBA's specialty is integrating state-of-the-art technology and industry expertise with market-leading trustee, trading, and investment services. FBA's high levels of services are targeted to your company's size, service needs, and budget.  Our plan service teams provide a coordinated package of retirement plan services with the ultimate goal of keeping your plan running smoothly and efficiently.

Coordinated in a seamless package, FBA and its alliance partners deliver all of these features to make your plan a success:

  • Flexible Plan Design and Installation
  • Effective Employee Communications
  • Daily, Unit, or Balance Forward Account Valuation
  • Timely, Easy-to-Read, Consolidated Participant Statements
  • Efficient Distribution & Loan Processing
  • Compliance Guidance & Testing
  • State-of-the-Art Technology
  • Installation/Conversion Support
  • Electronic Data Submission – Census & Payroll
  • 24/7 Account Access via Internet & Telephone
  • Newsletters & Super Statements
  • Tax Withholding & Reporting - Forms 1099, 1096, & 945
  • Government Reporting – Signature Ready Form 5500 & SAR
  • IRS & DOL Audit Assistance
  • Diverse & Dynamic Investment Options
  • Complete Custodial/Trustee Services
  • Exceptional Client/Advisor Technical Support
  • Prompt Response to Client Support Calls or Questions
  • High-Quality TPA Services
  • Overall Value

FBA's strength has been, and will continue to be, our client oriented staff and the partnerships we build with our strategic alliance partners.  By combining experienced professional organizations, in distinct inter-related disciplines, our clients are provided with an “alliance of strengths."  The result is a seamless and integrated comprehensive package that offers flexibility not often found from a "bundled" provider.  FBA should be Your Retirement Plan Resource!

FBA MISSION STATEMENT

To provide the highest possible quality services and products in our industry.

To do everything possible to meet our customers’ needs in a timely, courteous, and helpful manner.  To always remember that our customers are our life’s blood and our reason for existence; that serving them is not an imposition on our time; it is the reason we are here.

To provide a work environment that enables every employee to reach the highest possible level of professional and personal fulfillment.

To make a fair and reasonable profit so that FBA can continue to exist.

Employees are expected to put forth maximum effort and initiative towards the performance of their jobs and the achievement of FBA’s goals.  We will make every effort to provide working conditions and technology support that enable all employees to fulfill their personal needs and goals and to maximize their professional growth as a part of FBA.

We are dedicated to a process of constant improvement – continuously seeking ways to improve our operation and better service our customers.  Management and employees will work together and will constantly seek new ideas and suggestions, from each other and from customers, to achieve this end.

FBA, Ltd.






 

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