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BFI Financial

Financial Services

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BFI Financial
  • Kari Sora Experienced benefits professional with a passion for service excellence
    • Mission Viejo, California, United States
    • Rising Star
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Overview

BFI Financial is a financial services company that is 100% focused on the Retirement Services Industry. Our mission is to improve the lives of Retirees. A core strategy to accomplish this is by helping retirement plan participants increase their savings. We accomplish this by reducing the costs associated with retirement plan servicing through unique efficiencies provided from our recordkeeping ecosystem, and passing those savings to participants. We offer a retirement recordkeeping service directly to plan sponsors. We also offer a suite of products/services to retirement service providers, providing a lower cost of operation through strategic automation. For both employers and institutions, we are positioned to help drive financial savings that can directly benefit retirement plan participants. For details on our products and services, please see our website.