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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.

AWARDS & RECOGNITIONS

  • Benjamin & Company awarded National Association of Plan Advisors “Top DC Advisor Team” in 2018
     

  • Benjamin & Company’s principal nominated National Association of Plan Advisors “Top 50 Advisor Under 40” in 2018
     

  • Benjamin & Company’s principal awarded Financial Times “401 Top Retirement Plan Advisor” in 2016 & 2017
     

  • Benjamin & Company’s principal awarded National Association of Plan Advisors “Top 50 Advisor Under 40” in 2016

CAREER ACCOMPLISHMENTS

  • Achieved 37% average savings by advising a private equity firm with over $3 billion in assets under management on their portfolio companies retirement plans
     

  • Created 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, reorganized a client’s safe harbor matching contribution strategy to save over $1 million in annual cash flow, without affecting employee benefits
     

  • Has maintained a 100% client retention rate since 2006 (other than due to acquisition)

DESIGNATIONS / REGISTRATIONS

  • Accredited Investment Fiduciary® (AIF®)
     

  • Certified Plan Fiduciary Advisor (CPFA)
     

  • FINRA Series 7 Registered Representative and FINRA Series 66 Investment Advisor Representative

EDUCATION

  • Dual Bachelor of Science with concentrations in Finance and International Business from the Smeal College of Business at the Pennsylvania State University
     

  • Bachelor of Arts in International Studies from the Pennsylvania State University
     

  • Minor in Spanish

NAPA Top 50: The NAPA Top Retirement Plan Advisors Under 40 list includes plan advisors who have built a solid practice - either alone or as part of a team - and are established leaders ready to take their defined contribution (DC) and 401(k) plans to the next level. Nominations were solicited by NAPA members. Nominees were asked to complete an application and winners were chosen based on criteria that include: current and new DC assets under management, DC plans for the past 12 and 24 months, DC/DB plan revenue. Votes were utilized to break ties, if applicable. The nominated advisor need not be a NAPA member. 309 advisors were considered for the award. 50 (16% of candidates) were recognized. This award is not indicative of the wealth manager's future performance. Your experience may vary. For more information, please visit: www.napa-net.org​.

 

FT Top Ret. Plan 2017: The Financial Times 401 Top Retirement Plan Advisors is an independent listing produced annually by the Financial Times (September 2017). The FT 401 is based on data gathered from advisors, regulatory disclosures, and the FT's research. The listing reflects each advisor's status in seven primary areas: DC plan assets under management (AUM), DC AUM growth rate, specialization in DC plans, years of experience, advanced industry credentials, compliance record and DC plan participation rate. 550 qualified applicants were nominated, of which 401 were recognized (73% of candidates). This honor is not indicative of the advisor's future performance. Your experience may vary. Neither the advisors nor their parent firms pay a fee to the Financial Times in exchange for inclusion in the FT 401. For the full methodology, please visit FT.com.

 

FT Top Ret. Plan 2016: The Financial Times 401 Top Retirement Plan Advisors is an independent listing produced annually by the Financial Times (September 2016). The FT 401 is based on data gathered from advisors, regulatory disclosures, and the FT's research. The listing reflects each advisor's status in seven primary areas: DC plan assets under management (AUM), DC AUM growth rate, specialization in DC plans, years of experience, advanced industry credentials, compliance record and DC plan participation rate. 540 qualified applicants were nominated, of which 401 were recognized (74% of candidates). This honor is not indicative of the advisor's future performance. Your experience may vary. Neither the advisors nor their parent firms pay a fee to the Financial Times in exchange for inclusion in the FT 401. For the full methodology, please visit FT.com.

 

The 2018 National Association of Plan Advisors (NAPA) Top DC Advisor Firms List is a compilation of advisor firms, or teams, solely ranked by DC (Defined Contribution) assets under advisement (AUA). Data was collected by a NAPA survey sent out to firms/teams and are self-reported as of December 31, 2018. All NAPA members who responded with over $100 million in AUA made the list. This year, 255 advisor firms/teams are listed. This recognition is not indicative of the future performance of the firm or its advisors. For more information, please visit: www.napa-net.org.

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