Antonia Lipovac

Retirement Plan Client Service Manager @Benefit Financial Services Group Bfsg

Irvine, CA, US
EMAILS
a•••••••@bfsg.com
MOBILE NUMBERS
+17•••••••80

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WORK HISTORY

Apr 2020 — Present

Retirement Plan Client Service Manager @Benefit Financial Services Group Bfsg

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Irvine, CA, US

EDUCATION

2014 — 2018

Cal State Fullerton, College of Business and Economics

Bachelor of Business Administration - BA, Business Finance

SKILLS

Microsoft ExcelCustomer ServiceFundraisingSocial MediaManagementPublic SpeakingMicrosoft OfficeEvent Planning

ABOUT ANTONIA LIPOVAC

A Fiduciary Advisor dedicated to helping retirement plan sponsors navigate their fiduciary responsibilities, including plan operation, compliance, plan design, fee benchmarking, service provider management, reducing administrative burden, and delivering comprehensive employee education. Experienced in presenting to Investment Committees and collaborating with both for-profit and non-profit institutions.Benefit Financial Services Group (“BFSG”) offers complete retirement consulting and management services for both employers and individuals.

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