Our Value
FPS builds technology tools and services
for clients working in the trust and custody, and retirement plan industries. We specialize in…
- 403(b) and 457 Recordkeeping services
- Health Savings Account services
- IRA Accounts for Traditional and Roth IRAs
- Paying Agent services for mid-market financial services companies
- Safe Harbor Auto-Rollover IRA Services for Retirement Plans
Our scalable solutions streamline processes and reduce costs while promoting growth. We help our clients successfully implement our solutions through back office support, advanced technology, participant education, and comprehensive resources.
Our service offerings include:
Custody and safekeeping
Tax reporting
Distribution processing & paying agent services
Income collection
Other non-fiduciary activities
FPS:
Tech-smart, people-centered
For some companies, technology is the start and finish of the story.
For FPS, that’s not the case. We offer customized solutions rather than one-size-fits-all. In fact, many of our solutions didn’t exist before our clients asked for them.
That’s an important distinction. Here are a few more:
Our can-do attitude
We’re creative, nimble and forward-thinking. Our experts – and they really are experts in their fields – believe they can solve virtually any problem.
Our listening skills
We won’t arrive with pre-determined answers. We’ll ask questions, then dig in so we find the right answers. We like new ideas and the collaboration that generates them.
Our belief in partnerships
We have a pretty simple mission statement:
That informs everything we do. Every tool, every solution, every conversation, every phone call.
