SWBC Retirement Plan Services

SWBC Retirement Plan Services is a national company headquartered in Austin, TX. We provide advisory and plan advocacy services to retirement plans with the acceptance of professional responsibility as defined for fiduciaries by the Employee Retirement Income Security Act (ERISA). We provide retirement plan sponsors with effective solutions with respect to overall plan success, risk management, investment decisions, and cost management.

We also provide Institutional Practice services for financial professionals and retirement plan platforms. Our Institutional Practice serves the many recordkeepers that do not give investment advice or serve as a fiduciary to plan sponsors with respect to their plans' investments.