Benjamin & Company | Seth R. Hoffman

SETH HOFFMAN, AIF®, CPFA

Managing Partner and Founder

Benjamin & Company was founded by Seth Hoffman to advise employers and their employees with respect to the many challenging and impactful decisions involved with workplace retirement plans and investment monitoring. Our primary focus is to understand your organization’s values and objectives to create a bespoke retirement plan offering to mitigate corporate fiduciary liability, minimize fees and position your employees to maximize their retirement savings. We realize all companies are unique, which is why our team approach always includes a personal touch.

DESIGNATIONS / REGISTRATIONS

Accredited Investment Fiduciary® (AIF®)
Certified Plan Fiduciary Advisor (CPFA)
FINRA Series 7 Registered Representative and FINRA Series 66 Investment Advisor Representative

CAREER ACCOMPLISHMENTS

Helped achieve greater than 30% average recordkeeping savings by advising a private equity ﬁrm with over $3 billion in assets under management on their portfolio companies retirement plans.
Advised on a $1 billion union pension plan recoupment strategy on behalf of one of the nation’s largest airlines.
During the height of the 2020 pandemic, we were able to save over $1 million in annual cash flow by reorganizing a client’s safe harbor matching contribution strategy. This was achieved by proactively consulting with our client to adjust their match frequency and, based on government regulations, participants received the same match dollars they would have otherwise received under the previous matching strategy.
Our ﬁrm has maintained a 100% institutional retirement plan client retention rate since its inception, other than due to client acquisition or company insolvency.

AWARDS & RECOGNITIONS

Benjamin & Company awarded National Association of Plan Advisors “Top DC Advisor Teams” in 2018
Benjamin & Company’s principal nominated National Association of Plan Advisors “Top 50 Advisors Under 40” in 2016
Benjamin & Company’s principal awarded Financial Times “401 Top Retirement Plan Advisors” in 2016 & 2017
Benjamin & Company’s principal was nominated by Commonwealth Financial Network for consideration for the National Association of Plan Advisors “Top 50 Advisors Under 40” in 2018

2018 NAPA Top DC Advisor Teams, created by NAPA. Presented in March 2019 for the previous year. All NAPA members with over $100 million in defined contribution assets under advisement made the list. 255 Advisors were recognized. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information.

2016, 2017 Financial Times 401 Retirement Advisers, created by Ignites Research. The 2017 award was presented in Sept 2017 for the preceding 12 months. 550 Advisors were considered, 401 Advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor's future performance. Your experience may vary. Click here for more award information.

2016 NAPA Top 50 Plan Advisors Under 40, created by NAPA. Presented in Spring 2016 for the previous year. 309 Advisors were considered, 50 Advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information.