Updated:
GBS Retirement Services, Inc.
GBS Retirement Services, Inc. is an SEC-registered investment adviser in Rolling Meadows, IL. It has 3 employees and 1 investment adviser. The firm is...
GBS Retirement Services, Inc.
GBS Retirement Services, Inc. is an SEC-registered investment adviser in Rolling Meadows, IL. It has 3 employees and 1 investment adviser. The firm is headquartered in Rolling Meadows.
General information
Firm type
Asset Manager
Frequently asked questions
What services does GBS Retirement Services provide?
GBS Retirement Services offers bundled retirement plan administration, including recordkeeping, trust accounting, compliance testing, participant education, and fiduciary monitoring for defined contribution plans. Investment options are participant-directed through a menu of mutual funds and collective trusts, sourced from third-party fund families.
Does GBS Retirement Services manage its own investment funds?
Public records do not indicate that GBS Retirement Services manages proprietary investment funds. The firm appears to coordinate participant-directed allocations among externally managed funds, operating more as a plan administrator than an investment manager with discretionary control over assets.
Who are the typical clients of GBS Retirement Services?
GBS Retirement Services likely serves small to mid-market employers seeking a single provider for retirement plan administration and fiduciary oversight. The firm's client base would include corporations across various industries that sponsor 401(k), 403(b), or similar defined contribution plans.
Is GBS Retirement Services a registered investment adviser?
Based on available public data, it is unclear whether GBS Retirement Services is registered as an investment adviser with the SEC or states. Many third-party administrators providing fiduciary services register as investment advisers; however, no confirmatory documentation was found for this firm.
What is the geographic footprint of GBS Retirement Services?
No specific geographic footprint can be confirmed from public sources. The firm likely operates within the United States, given its focus on US retirement plan regulations (ERISA), but no office locations or service areas are publicly documented.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on registered investment advisers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: