SETH R. 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 decisions involved with group retirement plans. At his prior firm, Seth’s team of advisors, relationship managers and portfolio analysts collaborated with clients nationwide and was recognized perennially by leading industry publications.

CAREER ACCOMPLISHMENTS
  • As a financial professional with AXA, advised on more than $3 billion in Institutional Retirement Plan Assets
     

  • Responsible for growing assets at prior firm from $40 million to over $1 billion during his tenure
     

  • At his prior firm, Seth maintained a 100% client retention rate from 2006 - 2018 (other than due to acquisition)

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

  • Minor in Spanish

DESIGNATIONS / LICENSES
  • Accredited Investment Fiduciary® (AIF®)
     

  • Certified Plan Fiduciary Advisor (CPFA)
     

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

AWARDS & RECOGNITIONS
  • 2016, National Association of Plan Advisors, Named one of the Top 50 Advisors Under 40
     

  • 2016 and 2017 The Financial Times, Recognized as one of the Top 401(k) Retirement Plan Advisors in the U.S.

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.

2929 Arch Street, Suite 1700, Philadelphia, PA 19104
(215) 315-0097  |  info@bencoadvisors.com

Securities and advisory services offered through Commonwealth Financial Network®, www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. Fixed insurance products and services offered through CES Insurance Agency.  This communication is strictly intended for individuals residing in the states of Alabama, Arizona, California, Colorado, Connecticut, Delaware, Florida, Georgia, Illinois, Indiana, Kentucky, Massachusetts, Maryland, Michigan, Nevada, North Carolina, New Jersey, New Hampshire, New York, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Washington, Washington D.C., Wisconsin. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services.  ​

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