Benefit Funding Services Group Overview

  • Founded
  • 1990
  • Status
  • Acquired/​Merged
  • Latest Deal Type
  • Buyout/​LBO
  • Financing Rounds
  • 1
  • Investments
  • 1

Benefit Funding Services Group General Information


Provider of retirement plan solution and other financial consulting services. The company's services include investment consulting, fiduciary compliance consulting, provider search and selection, vendor contract negotiations, vendor benchmarking, committee chartering, investment policy statement creation, plan costs auditing, and employee education and communication.

Contact Information

Ownership Status
Financing Status
Formerly PE-Backed
Primary Industry
Consulting Services (B2B)
Other Industries
Other Financial Services
Primary Office
  • 2040 Main Street
  • Suite 150
  • Irvine, CA 92614
  • United States
+1 (949) 000-0000
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Benefit Funding Services Group Valuation & Funding

Deal Type Date Amount Valuation/
Post-Val Status Debt

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Benefit Funding Services Group Executive Team (7)

Name Title Board Seat Contact Info
John Campbell Founder & President
Christopher Rowey Principal & Senior Retirement Plan Consultant
Tina Schackman Principal & Senior Retirement Plan Consultant
Dennis Priest Certified Retirement Counselor
You’re viewing 4 of 7 executive team members. Get the full list »

Benefit Funding Services Group Acquisitions (1)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
0000000 00000 23-Jan-2017 0000000000 Asset Management 0000 0000
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