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Jack A. Cross & Associates, Inc.
Distance: 1.6 Mi245 Fischer Ave Ste A2
92626-4536 Costa Mesa -
AAA Probate Law Center
Distance: 2.6 Mi2500 Anniversary Ln
92660 Newport Beach -
Bond Services Of California
Distance: 6.1 Mi2700 N Main St Ste 1105
92705 Santa Ana -
Law Office
Distance: 6.5 Mi30 Faenza
92657-1601 Newport Coast -
401(k) Advisors, Inc.
Distance: 8.8 Mi23461 S Pointe Dr Ste 120
92653-1523 Laguna Hills
Website Links
Description
We believe a key difference between BFSG and other consultants is our experienced staff of professionals. BFSG’s staff members are dedicated to servicing clients’ needs and objectives. Always maintaining optimal client service levels is a main priority. We realize the retirement plan and institutional marketplaces are constantly changing, and therefore, keeping clients informed is of critical importance. Please click on one of the services below to view more information. Plan Sponsors and Fiduciaries have a responsibility to ensure the costs associated with their retirement program, directly or indirectly, are reasonable and competitive to the marketplace. BFSG provides a Plan Cost & Fiduciary Evaluation that will outline the current fee structure and arrangement between the Plan and the retirement plan provider. The assessment will separate service costs from management costs to provide complete transparency in all Plan-related expenses, as well as, identify any conflicts of interest that may arise from violations of ERISA Section 404(a), 406(a) and 408(b). This service includes the following: - -