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Benefit Funding Services Group is an independent consulting firm specializing in the design and implementation of customized fiduciary solutions for Retirement Plan Committees. We strive to provide our clients with consulting services without conflicts of interest, while minimizing liability.

Experience what makes BFSG different:

  • Fiduciaries to the plans we serve
  • Strive towards a conflict-free environment
  • Deep team of investment and compliance experts
  • Serve private and public sector retirement plans
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CEFEX certification provides BFSG with independent recognition of the firm’s conformity to a defined set of Fiduciary Practices and criteria. For more on CEFEX and their certification process, please visit www.cefex.org.


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Benefit Funding Services Group
2040 Main St, Ste 150
Irvine, CA 92614
Phone: 949-955-2552