History 

For more than 25 years, BenefitWorks has been serving clients throughout the mid-Atlantic region, specializing in investment advising and qualified plan recordkeeping for companies and organizations as well as financial and retirement planning for individuals.

As a Lebanon, PA Registered Investment Advisor, We’re proud of our local roots and long history of service to the Lebanon community.

Brooks Trefsgar grew up in Lebanon. A graduate of The Hill School and Lebanon Valley College, he put his B.S. degree in economics and business to work in 1971 by entering the life insurance business, where he specialized in the advanced markets of business and estate planning.

In April 1984, Brooks and Robert Heerdt saw an opportunity to venture into the qualified plan recordkeeping and investment advisory business. Insurance companies were not interested in handling small plans, and there were no other recordkeepers in the Lebanon area.

Committed to offering their clients total objectivity, Brooks and Bob built their investment advisory business – Trefsgar & Co, Inc. – on a fee basis rather than one that relies on commissions. 

In July 2007, the company changed its name to BenefitWorks, and, in April 2009, Brooks’ son, BT Trefsgar, joined the company as a Lebanon, PA Registered Investment Advisor. When Bob retired in 2014, his interest in the company was transferred to Brooks and BT, and BT assumed a leadership role as BenefitWorks’ Vice President of Investments.

 

Future

Regulations governing 401(k) and other retirement plans and investments provide a changing environment. BenefitWorks advisors and our other servicing agents are committed to continuing education to maintain the highest level of expertise in future years. In addition, leadership is in place that has committed to the core values echoed in our mission statement. These core values provide the guiding principles for the BenefitWorks team moving forward.

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Community

At BenefitWorks, we’re a local business that serves local clients. We’re a part of your community.  Through participation on boards of non-profit organizations as well as professional associations, our principals and administrators have a long history of volunteering their time to help support organizations and causes within our region.

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Invitation to Meet

If you’re looking for a Registered Investment Advisor you can trust to look out for your interests or an independent provider of retirement planning services to help you fulfill your fiduciary responsibility to your plan participants, call us. We’d love to meet with you – at our office or yours – to discuss what how we can help. 

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Our Promise to You

The heart of our mission is to provide services that are in everyone’s best interest. Our core values are integrity, service, innovation, and growth. 

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If you’re looking for a Registered Investment Advisor you can trust to look out for your interests or an independent provider of retirement planning services to help you fulfill your fiduciary responsibility to your plan participants, call us. We’d love to meet with you – at our office or yours – to discuss how we can help. 

Talk to Us!