BenefitWorks is a Registered Investment Advisory firm under the supervision of the U.S Securities and Exchange commission.

BenefitWorks is not affiliated with any investment company or broker. We’re completely independent and have no hidden agenda or competing allegiances.

We never make a commission on any investment that we recommend.

You’ll have a complete disclosure of fees which are outlined in a service agreement.

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.

During business hours, you’ll talk directly to one of our team members. You won’t get lost in an automated system.

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.

We’ll meet with you twice a year, to review your financial plans and investments.

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.

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.

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 advice
  
  
• develop your plan document
  
  
• handle all your recordkeeping
  
  
• conduct essential discrimination testing.

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.

We never make a commission on any investment that we recommend.

You’ll have a complete disclosure of fees which are outlined in a service agreement.

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.

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.

BenefitWorks gives your plan participants the best of both worlds.

Our powerful software lets your plan participants monitor and make allowable changes to your accounts using our secure online system.

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.

Every six months meetings are scheduled to review performance, fees and plan provisions.

When you roll over your current retirement plan from your current provider, BenefitWorks makes it easy for you to switch!