Partner with Us
We manage group benefits so you can stay focused on financial planning
We partner with advisors who want a specialist team managing their group benefit clients, end to end. We take responsibility for the plan and become the primary contact for the sponsor and employees.
We manage renewals, carrier coordination, plan oversight, and ongoing employee support, providing a more structured benefits experience that aligns with the organization’s objectives and supports employees in achieving stronger outcomes.
BFS Benefits & Retirement focuses exclusively on group benefits and retirement plans. As part of our partnership agreement, we clearly define roles and responsibilities, including a commitment that we will not engage in the core planning areas you retain. This creates clear role separation, strengthens the client experience and protects your role as the client’s financial planning advisor.
This partnership is a good fit if you:
- Want to refer group benefits with confidence and know your clients will be taken care of
- Prefer clear roles and a clean handoff, without ongoing back-and-forth
- Value a benefits partner who is detail-driven, structured and proactive
- Are focused on growth and need group benefits support that scales
Financial Advisors choose us because:
- We identify unmet needs by testing whether current benefits are actually meeting both employer objectives and employee needs
- We use unbiased, data-driven analysis to support recommendations, not assumptions or product bias
- We take a disciplined approach focused on doing what’s right for the plan, not what’s easiest
- We’re proactive and responsive, with prompt communication, diligent follow-up, and clear next steps
- We solve problems, not just renew plans, coordinating with carriers and service teams to get issues resolved
- We provide an employee portal that centralizes plan information, education and support in one place. It reduces friction for employees, improves engagement and supports stronger financial decision-making
- We include the referring advisor in the portal with contact information and core planning services to keep roles clear