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 (April 2024): 3 Things You Need to Know
Concerns mounted around inflation and geopolitics in April. The March Consumer Price Index (CPI) report came...
How to Navigate the Complex Rules of Inherited IRAs
As Sam enjoys their Sunday evening, Sam gets a call from their sister Maya. This is unexpected since Sam...
Featured Webinars
Check Out Our Fall Webinar Series
Fall 2023
As we near the end of 2023, with even more uncertainty surrounding the global economy than when we began the summer, we are pleased to bring you a series that focuses on the basics. Click the link below to register for our Fall Webinar Series.