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 PLAN BOARD OF TRUSTEES, DIRECTORS GUILD OF AMERICA-, CA $2.5B 7,905
DIRECTORS GUILD OF AMERICA - PRODUCER PENSION PLAN SUPPLEMENTAL BENEFIT PLAN BOARD OF TRUSTEES, DIRECTORS GUILD OF AMERICA -, CA $2.3B 22,976
MERCURY GENERAL CORPORATION PROFIT SHARING PLAN MERCURY GENERAL CORPORATION, CA $941M 4,207
CHILDREN'S MEDICAL CENTER OF DALLAS EMPLOYEE SAVINGS PLAN 403(B) COMPONENT CHILDREN'S MEDICAL CENTER OF DALLAS, TX $855M 10,824
CHILDRENS HOSPITAL LOS ANGELES EMPLOYEES' 401(K) PLAN CHILDREN'S HOSPITAL LOS ANGELES, CA $821M 8,208
401(k) Retirement Plan Healthcare Sponsor, CA $734M 6,339
401(k) Retirement Plan Manufacturing Sponsor, CA $636M 2,998
401(k) Retirement Plan Professional Services Sponsor, CA $633M 2,003
401(k) Retirement Plan Technology Sponsor, TX $507M 10,846

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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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