For many businesses and non-profit organizations, creating an effective and competitive retirement plan is an endless chore. BFS’s team of dedicated business retirement plan advisors makes building and running a company’s retirement plan easier; leaving our clients to dedicate their time to what they do best; running and growing their business. Whether your company needs a comprehensive review of its existing retirement plan or looking to establish a new plan, BFS’s Full Cycle Retirement Services are tailored to fit your needs. We take a strategic approach to program design, employee education, investment analysis, plan monitoring, communication and ongoing support. Rely on our in-depth plan design experience and consultation on almost any plan type or combination of plans.
Employer-Sponsored Plans
Small to Large Sized Plans
Profit or Non-Profit
Bundled or Unbundled
Registered or Unregistered
Plan Types
Defined Contribution
Defined Benefit
ESOP
Non-Qualified Deferred Comp