Funding Assistance


Working 100% for You

FBG is an independent organization that owes no responsibility to any parent entity; therefore, it does not promote or encourage any particular funding vehicle. We like to call ourselves “plan agnostic.” FBG Specialists are focused on solid advice and assistance as, together with our clients, we look for the most appropriate funding vehicles for plan contributions. When a plan is to be introduced to participants (employees), and FBG has been involved in the selection of the funding vehicle, an FBG Specialist leads the enrollment meeting so that the plan, including allowable funding choices for contributions, is explained thoroughly and all questions are answered.
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