More than 40 years of experience in the field.

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Independent and Objective Advice.

SBS is an industry leader in providing trusted advisory services, retirement plan offerings, best-in-class employee benefits products, and a wide array of solutions that position your organization and employees for success.

What People Are Saying:

"Our board is very comfortable with where the plan is right now because of what we've done with SBS."

Marcy Dreimiller
Director, Human Resources at Saratoga Hospital

2014 Retirement
Plan Survey


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The SBS Advantage

Our client-focused, full-service approach to retirement planning and employee benefits separates us from the competition.

  • Research-Based Approach
  • Customer-Focused
  • Enrollment, Communication,
    and Educational Services
  • Solid Relationships and Purchasing Power
  • State-of-the-Art Tools
  • Experienced Professionals

Research-Based Approach

At SBS, our work begins with research. Using our up-to-date knowledge of developments in the insurance industry, retirement plans, innovative funding strategies, and new products, SBS compares the latest benefit plans and products, identifies reputable carriers, and evaluates individual products against your employees' needs—all to help you determine the best benefit strategy for your organization and your employees.

Customer-Focused

With a service record spanning more than 40 years, SBS continues to build on our demonstrated commitment to personalized client service. Hundreds of satisfied employers and thousands of satisfied employees are a testament to our client-focused philosophy.

Enrollment, Communication, and Educational Services

SBS is a leader in the often overlooked, but essential, areas of employee communication and education, enrollment, and post-enrollment services. SBS professionals assist your staff in all phases of implementing your benefits programs—from individual and group meetings and newsletters to providing information on the Internet.

Solid Relationships and Purchasing Power

SBS' broad-based capabilities are a direct result of our experienced staff and established relationships with technical parties, third-party associates, and partners in the insurance, retirement, and investment fields. Our reputation for excellence gives us leverage with leading insurers and investment companies.

State-of-the-Art Tools

SBS offers access to Web-based tools that enable you to track participant claims and view reports on key indicators of employee benefit usage. To supplement our on-site services and enhance employee and organizational education and information about benefits or other topics of interest, SBS also offers videoconferencing, Web-based training, CD-ROMs, and a newsletter for human resource professionals.

Experienced Professionals

SBS has full-time, non-commissioned employees in multiple locations who are licensed by the Financial Industry Regulatory Authority, Inc, (FINRA). A team of professionals is responsible for the effective daily operation of your plan. Our seasoned professionals, who each have an average of more than ten years of experience, market, select, and implement your benefit and retirement plans; resolve problems; conduct claims advocacy; provide ongoing review and consultation; and ensure compliance with government regulations.

Privacy Policy | Business Continuity Plan Disclosure Statement | Customer Identification Program Notice

SBS maintains an independent broker-dealer – Healthcare Community Securities Corporation (HCSC). NOT FDIC Insured. Not Bank Guaranteed. May lose value, including loss of principal. Not insured by any state or federal agency. HCSC's Form ADV Brochure is available upon written request.