Benefit Financial Services Group

Retirement Plan Advisor

Irvine, CA

About Benefit Financial Services Group

<p>Built around an “investing by design” process, Benefit Financial Services Group (BFSG) is an SEC-registered investment adviser that works with retirement plan sponsors and individuals on investment and planning decisions.</p> <p>Founded in 2007 and headquartered in Irvine in Orange County, BFSG also has an office in Phoenix, serving employers and participants across Southern California and the Phoenix metro area. The firm works with privately owned businesses, families, and institutions, with a focus on retirement plan support and participant guidance.</p> <p>For workplace plans, BFSG handles plan design, compliance support, vendor management, and fiduciary governance. The firm can act as a 3(21) co-fiduciary or a 3(38) investment manager, and it also provides fiduciary audit support. For individuals and business owners, BFSG provides investment management and financial planning, including retirement planning and investment consulting.</p> <p>What differentiates BFSG is the emphasis on education and a fiduciary-first approach paired with clear roles for 3(21) and 3(38) services.</p> <ul> <li>Plan design and ongoing plan consulting</li> <li>Participant advice and retirement readiness support</li> <li>Fiduciary governance, including 3(21) and 3(38) services</li> <li>Compliance and vendor management</li> <li>Fiduciary audit support</li> </ul>

Website: https://bfsg.com/

Founded: 2007

Office Locations

  • Phoenix, AZ
  • Irvine, CA (Headquarters)

Accreditations & Certifications

  • RIA

Services Offered

  • Plan Design Consulting
  • Participant Investment Advice
  • Fiduciary Audit Services
  • Compliance Services
  • 3(21) Investment Advisor
  • 3(38) Investment Manager

Plans Serviced (2024)

Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).

PlanSponsorAssetsParticipants
DIRECTORS GUILD OF AMERICA-PRODUCER PENSION PLAN BASIC BENEFIT PLANBOARD OF TRUSTEES, DIRECTORS GUILD OF AMERICA-, CA$2.5B7,905
DIRECTORS GUILD OF AMERICA - PRODUCER PENSION PLAN SUPPLEMENTAL BENEFIT PLANBOARD OF TRUSTEES, DIRECTORS GUILD OF AMERICA -, CA$2.3B22,976
MERCURY GENERAL CORPORATION PROFIT SHARING PLANMERCURY GENERAL CORPORATION, CA$941M4,207
CHILDREN'S MEDICAL CENTER OF DALLAS EMPLOYEE SAVINGS PLAN 403(B) COMPONENTCHILDREN'S MEDICAL CENTER OF DALLAS, TX$855M10,824
CHILDRENS HOSPITAL LOS ANGELES EMPLOYEES' 401(K) PLANCHILDREN'S HOSPITAL LOS ANGELES, CA$821M8,208
AHMC HEALTHCARE INC. 401(K) RETIREMENT SAVINGS PLANGEMW HEALTHCARE INVESTMENT LP, CA$734M6,339
EAST WEST BANK EMPLOYEES 401(K) SAVINGS PLANEAST WEST BANK, CA$636M2,998
PEPPERDINE UNIVERSITY RETIREMENT PLANPEPPERDINE UNIVERSITY, CA$633M2,003
CHILDREN'S MEDICAL CENTER OF DALLAS EMPLOYEE SAVINGS PLAN 401(A)COMPONENTCHILDREN'S MEDICAL CENTER OF DALLAS, TX$507M10,846
RESOURCES GLOBAL PROFESSIONALS 401(K) SAVINGS PLANRESOURCES CONNECTION LLC D/B/A RESOURCES GLOBAL PROFESSIONALS, TX$494M2,094
HOULIHAN LOKEY RETIREMENT SAVINGS PLANHOULIHAN LOKEY, CA$396M1,648
KNOBBE MARTENS OLSON & BEAR, LLP 401(K) RETIREMENT SAVINGS PLANKNOBBE MARTENS OLSON & BEAR, LLP, CA$363M676
TAYLOR FRESH FOODS, INC. 401(K) PLANTAYLOR FRESH FOODS, INC., CA$333M13,662
OCCIDENTAL COLLEGE 403(B) RETIREMENT PLANOCCIDENTAL COLLEGE, CA$321M734
AZUSA PACIFIC UNIVERSITY DEFINED CONTRIBUTION PLANAZUSA PACIFIC UNIVERSITY, CA$314M1,888
CHAPMAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLANCHAPMAN UNIVERSITY, CA$269M1,909
THE CATHAY GENERAL BANCORP 401(K) PROFIT SHARING PLANCATHAY GENERAL BANCORP, CA$260M1,184
PHARMAVITE'S 401(K) SAVINGS PLANPHARMAVITE LLC, CA$228M2,219
CALIFORNIA STEEL INDUSTRIES, INC 401K SAVINGS PLANCALIFORNIA STEEL INDUSTRIES, INC., CA$213M805
GEP ADMINISTRATIVE SERVICES SAVINGS & PROFIT SHARING 401(K) PLANGEP ADMINISTRATIVE SERVICES, LLC, CA$200M860

Showing top 20 of 64 plans serviced in 2024.

Team Members

  • Grace Y Lau, MBA, CFA®
  • Darren Stewart, JD
  • Arash Navi, CFA®, CPA, CFP®
  • Sophia Liu, CFP®, CLU®, CDFA®
  • Henry VanBuskirk, CFP®
  • Chad A Noorani, Senior Retirement Plan Consultant \| Operations Manager, QKA
  • Managing Director, Senior Wealth Manager
  • Braden Priest, CFA®
  • Mark L Blom, CFP®
  • Keith Johnson, CFP®

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