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Retirement Plans

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

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