At BenefitWorks, our clients expect – and receive – the WORKS.In fact, we’re known for delivering more than our clients ever expected or have received from other Lebanon, PA 401k providers.That’s just our way of doing business. For Individuals Financial and retirement planning that’s in your best interest BenefitWorks is a Registered Investment Advisory firm under the supervision of the U.S Securities and Exchange commission. Total objectivity BenefitWorks is not affiliated with any investment company or broker. We’re completely independent and have no hidden agenda or competing allegiances. Zero commissions. ZERO We never make a commission on any investment that we recommend. Total transparency: No hidden charges You’ll have a complete disclosure of fees which are outlined in a service agreement. A completely personalized approach You’ll meet with an experienced financial advisor and have a dedicated client-services representative who will get to know you and your specific goals. A real person to answer your call. Really During business hours, you’ll talk directly to one of our team members. You won’t get lost in an automated system. Education We don’t just recommend investment options and keep records. We’ll share with you the essential principles of investing, asset allocation, account monitoring and rebalancing. Scheduled review meetings We’ll meet with you twice a year, to review your financial plans and investments. Contact Us For Companies Retirement planning in everyone’s best interest As a Registered Investment Advisor (RIA), BenefitWorks has a fiduciary responsibility to the Plan Sponsors, Trustees and Retirement Plan Committees. We also make certain fiduciary responsibilities to plan participants are fulfilled. No-obligation analysis We’ll perform a comprehensive analysis of your current retirement plan and review it with you in detail before you even think about a change. A comprehensive approach BenefitWorks offers a comprehensive approach to advising, recordkeeping and compliance testing. While some 401(k) providers choose not to do compliance testing, BenefitWorks provides all three services. We’ll help you:offer insightful investment advicedevelop your plan documenthandle all your recordkeepingconduct essential discrimination testing. Total objectivity Unlike many 401k providers, BenefitWorks is not affiliated with any investment company or broker. We’re completely independent and have no hidden agenda or competing allegiances. Zero commissions. ZERO We never make a commission on any investment that we recommend. Total transparency: No hidden charges You’ll have a complete disclosure of fees which are outlined in a service agreement. A personalized approach for you and your people You’ll have as team members an experienced investment advisor and a dedicated plan administrator, both of whom will be proactive with recommendations for change. Of equal importance both the advisor and administrator will work directly with plan participants to help them achieve individual goals. Calls personally answered. Really During business hours, you and your plan participants talk directly to one of our team members. You won’t get lost in an automated answering system. Electronic or paper enrollment BenefitWorks gives your plan participants the best of both worlds. Easy, secure on-line account access Our powerful software lets your plan participants monitor and make allowable changes to your accounts using our secure online system. Education We’ll teach you the vital things that you, as Plan Sponsor, need to know about best-practice standards, and acquaint you how to fulfill your fiduciary responsibilities. Investment review meetings Every six months meetings are scheduled to review performance, fees and plan provisions. Transfer of plan assets made easy When you roll over your current retirement plan from your current provider, BenefitWorks makes it easy for you to switch! Contact Us