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Tax & Financial Group Benefits is our newest Business Partner Spotlight!
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As a brand-new Business Partner with OC-ALA, Tax & Financial Group Benefits is very happy to have an opportunity to share some information regarding our company, philosophy and key people in this edition of the Waves.

TFG Benefits is an Employee Benefits Brokerage that works with small to mid-size companies and is located in Newport Beach. The company was founded in 1998 by Mark Garvin and Brian McCloskey. Combined, Mark and Brian bring to the table over 50 years of experience in the employee benefits industry. We have an intensely strong commitment to developing long term relationships and delivering the highest level of service. Overseeing the service team is Nicole Hamilton who is the Director of Operations and has been with TFB Benefits for over a decade.

Outlined below are some of our valuable services:

Benefits Consulting:

• Market analysis and carrier/vendor renewal negotiations
o Medical Insurance
o Dental Insurance
o Group Life & AD&D
o Disability Insurance
o Vision Plans
o Voluntary Benefits
o Wellness Plans
• Employer contribution strategy
• Budget analysis
• Industry Benchmarking

Client Services:

• Dedicated client service representative assigned
to each company to assist with day to day issues.
• 800 Employee Advocacy Hotline and direct email
address for employees to utilize for assistance, i.e. benefits questions, doctor searches, help with claims, employee advocacy, etc.

Benefits Administration:

• Enrollment and eligibility
• In-House COBRA services
• FSA & HRA Administration

Plan Implementation & Communication:

• Employee education meetings conducted by our In-House bilingual enrollment team
• Preparation of customized employee enrollment kits
• Online enrollment


• Mandatory Employee Notifications and Employer Filings
• SPD/Wrap Documents
• Premium Only Plans
• ACA Reporting Forms, i.e. 1094’s
  and 1095’s

HR Support:

• HR audit
• HR Support Hotline to certified
  HR Specialist
• HR Outsourcing
• HRIS/HR Technology Consulting
and Support

We want to help! Please contact us if you have questions or needs related to your current employee benefits program. We are happy to answer questions or to provide a market analysis on a complimentary basis.

Mark Garvin, Partner
(949) 223-8321


Nicole Hamilton, Director of Operations
(949) 223-8236

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