Institutional Services
Serving Fiduciaries To Help Lower Risk And
Enhance Retirement Plan Outcomes.
What We Do
Our Services
Investment Consulting
Committed to providing independent, objective investment advice.
Vendor Management
Your partner in continually reviewing fees and services.
Fiduciary Governance
Putting in place structures to limit and help with fiduciary best practices.
Participant Services
Helping drive better participant outcomes.
Our Specialty
An area of pride at BFSG is our customized approach to servicing our clients’ needs. From adding client requests to our standard reporting package, to creating ad hoc reports, to answering questions between Committee meetings, BFSG offers clients a high-touch approach. And above all, every BFSG contract lists us as a fiduciary to the Plan.
Our Conviction
Using the standards set forth in governing law, such as the Employee Retirement Income Security Act (ERISA), California Constitution, Government Code, and the Uniform Prudent Management of Institutional Funds Act (UPMIFA), BFSG advises plan sponsors, committees, and fiduciaries in understanding and addressing responsibilities to their plan, participants and beneficiaries.
Our Process
BFSG emphasizes the development and implementation of proactive prudent processes which help fiduciaries provide participants an effective retirement tool, while lowering or limiting their liability. Our team-based approach is designed to help each of our clients have access to the knowledge and expertise of our experienced retirement and investment professionals. Maintaining optimal client service is our top priority. We realize that the retirement plan and institutional marketplace is constantly changing, and therefore keeping clients informed is of critical importance.
Meet The Team
Get To Know Us
Awards and Recognition
A Little Recognition Never Hurt
Educational Resources
Knowledge At Your Fingertips
Paying Too Much? Don’t.
Complimentary Fee Analysis and Investment Review
All we need is a copy of your 408(b)(2) Plan Sponsor Fee Disclosure and we will provide a report which benchmarks fees and investment performance against industry averages.
Stay Connected
Our Blog
Monthly Market Update (June 2024): 3 Things You Need to Know
Stock market concentration became more extreme during the quarter. The top 10 stocks in the S&P 500 make...
Tax Treatment of Home Energy Rebates
The IRS has provided guidance on the federal income tax treatment of certain home energy rebates offered by...
Featured Webinars
Check Out Our 2024 Summer Webinar Series
As part of our ongoing commitment to bring timely, relevant content to our clients and friends of BFSG, we want to take this opportunity to invite you to the next complimentary BFSG webinar series. As we begin the second half of 2024, we are pleased to bring you a series that focuses on protecting assets and setting up a successful career and retirement.