Benefit Systems

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.

Avidian Wealth Solutions is an Austin wealth management firm that offers comprehensive wealth solutions to high-net-worth individuals and their families to help them simplify the complexities that come with wealth. As your fiduciary financial partner, we offer advice and assist you in making decisions structured around your short and long-term goals while utilizing coordinated and cost-effective strategies that aim to help protect and grow your wealth. Take steps to minimize the stress in managing your finances and contact us for more information.