SWBC Retirement Plan Services focuses exclusively on serving retirement plan sponsors and their participants. Throughout our history, our singular mission has been to strive to provide advisory and plan advocacy services to retirement plans and their sponsors.
Our division of SWBC was founded because we saw a significant need in the market that was not being met by other providers. Amid the hard numbers and legal terms often used in our industry, it is easy to overlook the simple underlying purpose of having a retirement plan in the first place. At SWBC, our goal is to make it personal for our clients and their participants. We never forget that participants are people, and assets and plan balances are often shorthand for the sum total of an entire life’s work. We have built our company on the belief that people matter, and we continuously work to ensure that sentiment comes through in the services we provide to our partners and clients.