About Us

FBA has been providing pension services since 1984. During that time we have established ourselves as one of the premiere providers of recordkeeping and investment services of 401(k), 401(a), 529, Health Savings Accounts and Section 125 Cafeteria plans in the Carolinas. We provide a total turnkey administrative service aimed at taking the burden of qualified plans off the employer. Clients range in size from 1 to 1,000 employees and are located primarily in the Carolinas and the Southeast. Our approach to employee education is a lifelong one. We believe employee education can be the ultimate success or failure of a retirement program. With that in mind, we embrace a multi-faceted approach to include in-person group and one-on-one consultations, communication materials and internet support of the program. We work in partnership with our clients to develop the most effective programs for them and their employees. FBA401k is not a money manager and thus does not offer any funds directly to the public. Instead, we have built a relationship with the Institutional Funds Network (IFN), which offers access to more than 3,400 no load mutual funds from over 350 of America?s most popular fund companies. Our relationship with IFN is made available through Fidelity Investments. We chose this approach to allow us the flexibility to select among the finest managers available. Since no one fund family can offer the best funds in each asset class, it only makes sense to be able to pick from the ?best-of-the-best? and not be limited in what can be offered. This freedom allows us to provide participants with an opportunity to build a individualized asset allocation portfolio, which is one of the most essential part of retirement planning. Our recordkeeping system and internet site work together to offer unparalleled support to both our clients and participants. Our state-of-the-art system is based on SunGard Corbel?s Relius Administration platform that is utilized by some of the most prestigious institutional and retirement recordkeeping firms. SunGard Corbel is the largest and most experienced provider of software and services to the employee benefits industry Our clients range in size , and from start-up to $12 million in assets. More than 150 clients trust FBA401k, Inc. with their retirement programs