Benefit Financial Services Group

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