Sheri A. Creger

Contact Information

Phone: 626-376-9778
Email: Sheri@erisaBFF.com
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Professional Affiliations:

National Association of Plan Advisors

Sheri Creger, RF™, CPFA®

President

Sheri Creger founded Benefits Functional Fiduciaries, Inc. (or BFF®) to improve the current 401(k) retirement plan model. As an experienced auditor and administrator, Sheri is helping BFF® build a new approach for 401(k) retirement plans centered around providing plan sponsors with professional fiduciary-level plan administration services to better align the 401(k) plan model with the best interests of the plan participants.

In her current role as President for BFF®, Sheri brings an expert-level understanding of the requirements for ERISA compliance, coupled with relevant real-world business experience, all balanced with a common-sense approach to help BFF® meet the needs of the plan sponsor. Sheri leads BFF® in their mission to execute successful and compliant 401(k) fiduciary-level 3(16) administrative services to ensure that company-sponsored employee benefit plans are being administered prudently, effectively, and efficiently.

Prior to establishing BFF®, Sheri spent 12 years as the CFO of Total Financial Resource Group, Inc. During her time with TFRG, Sheri also assisted in the day-to-day administration of TFRG client’s ERISA-covered retirement plans and health and welfare plans. This included working directly with plan sponsors, TPAs, plan service providers and TFRG staff with a focus on coordinating resources and resolving complex service and administrative issues.

Prior to joining TFRG, Sheri spent 6 years in the banking industry as an auditor, management consultant and serving in various departmental leadership roles including HR Director and VP, Lending Operations. Sheri performed a wide range of duties including financial audits, system audits, market analysis, system efficiency analysis, executive contract reviews, organizational chart review and analysis and employee benefit analysis. Sheri was able to implement improvements to better organize and systematize departments through innovation and more effective staff management to increase production, project management times, processing times and departmental efficiency.

Sheri holds a Bachelor of Science degree in Finance from Woodbury University and the National Association of Plan Advisor’s Certified Plan Fiduciary Advisor (CPFA®) designation.