Schwartz Retirement Benefit Strategies
Expert Retirement Solutions for Small Businesses
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BARBARA SCHWARTZ

Expert Retirement Solutions for Small Businesses

Welcome

The consulting team at Schwartz Retirement Benefit Strategies has more than 40 years' experience providing comprehensive retirement plan administration, analysis, compliance and plan design.  Working as lead consultants, the team caters to a portfolio of clients that ranges from small professional firms such as Doctors, Dentists, Architects and Attorneys to much larger entities, such as Youth Policy Institute,  Credit Management Association,  Majestic Realty Co., and Telepictures Productions, Inc.  We 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 our firm an invaluable strategic partner to each and every client, and a worthy competitor in the industry. 

Get in touch with us to set up a consultation, or use the contact form at the bottom of this page to enquire whether our services are right for you.

☎ CONTACT

barbara@schwartzretirementbenefits.com
or consultbjs@aol.com
phone: (310) 259-0552
fax: (310) 997-3666

➤ LOCATION

9701 Wilshire Boulevard
10th Floor
Beverly Hills, CA 90212

 

Our winning formula to success


"Barbara is not only brilliant in the knowledge of her field, she brings creativity to her work which results in solving problems and implementing plans which are effective, economical and simply work."

MARTIN REED, REED & REED, APC


“After our previous TPA mishandled our plan merger, Barbara Schwartz worked relentlessly on our behalf to make things come out right.”

MULTI-location MANUFACTURING COMPANY


“I have always been impressed with Barbara’s knowledge, integrity and her commitment to client satisfaction. The way people consume entertainment is constantly in flux, so the laws must adapt quickly."
 

California NON Profit Organization


“As a result, when I have a tough correction problem requiring calculations for a client who doesn’t need or want a new on going third party administrator, I recommend Barbara Schwartz to my clients. Barbara Schwartz is, in my opinion, the best such independent consultant in Southern California.”  
 

Former Attorney at DINKER, BIDDLE


“Don’t even think of doing benefits without her. If you use only one consultant, make it this one.”

 Telepictures, INC. a division of Warner Bros.


Knowledgeable, Reliable, Adaptable, and Affordable

Trust Us To Take You There!

 
 

Let's Chat.

For more information and/or to engage Schwartz Retirement Benefit Strategies, please call directly or use the form below:

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