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Expert Design, Administration and  Regulatory Compliance
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Knowledgeable, Reliable, Adaptable, and Affordable...
Your Winning Formula for Success    Trust Us To Take You There

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The consulting team at Schwartz Retirement Benefit Strategies has more than 30 years' experience providing comprehensive retirement plan administration, analysis, compliance and plan design.  Working as lead consultants, the practice caters to a portfolio of clients that range from small boutique firms to Fortune 100 entities, such as Connection III Entertainment Group, Credit Managers Association of California, Hooper, Lundy and Bookman, Inc., Jonathan Club, Majestic Realty Co., and Telepictures Productions, Inc.  They also offer extensive services to Third Party Administration (TPA) firms.
Focusing on the individual needs and goals of each client, the practice continually supports the overall success and profitability of every customer.   This approach has proven to be highly successful, making them an invaluable strategic partner to each and every client, and a worthy competitor in the industry.