Our Approach Advice That’s in Your Best Interest - Always Unlike securities brokers, BenefitWorks is an independent, Registered Investment Advisor. That means our loyalty is always to you, not investment companies with financial products to push. Nothing Hidden - Ever With BenefitWorks, there are no hidden costs or agendas. We don’t work on commission or inflate the cost of your investments. All of our services are fee based, and you’ll always know exactly what you’re paying. The Attention You Deserve – Always We sincerely care about our clients and want to help you achieve your financial planning and retirement goals. We’ll meet with you to review your plan and help you stay on target. Refreshing Insights & Expertise You’ll find that our fully transparent approach, deep industry insights and passion for client education make BenefitWorks refreshingly different from other investment companies you may have experienced. Powerful & Friendly Technology We offer a secure, easy-to-use online portal and tools you need to monitor and manage your account. A Relationship You Can Trust As Registered Investment Advisors, BenefitWorks is always on the same side of the desk as you are. We develop a relationship with you and your people, one that provides both comfort and confidence. Expert AnalysisGet a no-charge, no-obligation analysis of your current retirement plan. Learn More