What is your definition of a successful retirement plan? Let us help you deliver on the promise!
BDS Retirement Services, LLC provides a consultative approach to retirement plan design and administration. We assist our clients in defining their financial objectives, complete a needs analysis, and assemble a vision profile based on what we have learned about them through listening and understanding their needs.
As a full service TPA, we administer retirement plans to ensure that they meet annual compliance and filing requirements. Our knowledgeable staff is available to provide information, conduct employee and Trustee meetings, complete retirement profiles, all while preserving competitive fees and focusing on responsive and personal service.