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FMB Retirement Services
FMB RETIREMENT SERVICES is an SEC-registered investment adviser in WESTLAKE VILLAGE, CA, registered since 2012. The firm manages approximately $146 million...
Overview
FMB RETIREMENT SERVICES is an SEC-registered investment adviser in WESTLAKE VILLAGE, CA, registered since 2012. The firm manages approximately $146 million in regulatory assets. It has 12 employees and 4 investment advisers.
General information
Firm type
Asset Manager
Frequently asked questions
What regulatory changes most affect FMB Retirement Services' business?
The SECURE Act and SECURE 2.0 have materially expanded TPA-client workflows by mandating new plan-eligibility rules for part-time employees and introducing complex Roth catch-up contribution requirements for high earners starting in 2026. Every regulatory expansion increases compliance-testing complexity and amendment volume, which directly drives demand for outsourced administration. Additionally, IRS pre-audit pilot programs and Department of Labor cybersecurity guidance have added new service dimensions that independent TPAs must staff against.
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