Are you comfortable with the fiduciary fitness of your 401k? Is your benefit program meeting your expectations?

Your company has unique goals, objectives, and fiduciary duties intrinsic to your

401k and benefit programs. As your dedicated consultant, Forbes Financial Group will guide the process and position you to achieve superior results.

Local Service With a Strategic National Partner

Forbes Financial Group is a member of Retirement Plan Advisory Group (RPAG), a national alliance of accomplished advisors whose intelligence and ingenuity produce value for plan sponsors and participants in qualified and non-qualified plans. RPAG’s acclaimed technology platform outranks the industry in full-view metrics, safety-net compliance and clarity in communication. Today, RPAG is represented by over 450 member firms in 46 states, serving 25,000 sponsors with over$100 billion in collective assets under advisement.

As a member of RPAG, Forbes Financial Group has access to dedicated Provider Search/Fee Benchmarking resources for investment management, recordkeeping services and fee comparisons, whereby helping plan sponsors to meet important fiduciary requirements while ensuring a best practices retirement plan.

Passion

Protection

Performance