Our Services for Companies A Better Approach to Retirement Planning Services BenefitWorks provides a bundled, one-stop approach to retirement planning for your business. Registered Investment Advisors401k/Retirement Plan RecordkeepersPlan Document PreparationRequired Compliance Testing Why We’re Different We offer:Complete transparencyTotal objectivityNo commissionsInvestments that are in participants' best interestNo hidden agendasNo hidden feesProactive update of plan provisionssWe’re completely independent. We’re not affiliated with any investment company or products. That's why we offer you the best investment options available. Our loyalty is always to you. Second, we provide a higher level of personalized service and involvement than other Lebanon, PA 401k companies.We sincerely want to get to know you – and your people – and work with you to help you achieve your retirement planning goals. Our primary objectivesIn serving all of your retirement plan needs, our focus is on:Accuracy – of our work by applying the highest fiduciary standardsTimeliness – of all accounting, reporting, and testingSecurity – of our clients’ and plan participants’ account informationCompliance – of the technical aspects of the IRS Code and its impact on plan sponsors and participantsEducation – for participants to be an informed investor by understanding the seven must knows about investingPerformance – to provide a diversified core of index style investments coupled with benchmarked actively managed fundsCost Control – to keep total plan fees below industry benchmarks so returns are not compromised A Higher Level of ServiceBenefitWorks goes beyond what other Lebanon, PA 401k companies offer and goes the extra mile for you. We offer the resources and assistance you need to help fulfill your fiduciary responsibility to plan participants by: Establishing a formalized investment policyCreating an investment committeeProviding powerful technology to help monitor and manage your company’s planDelivering secure, easy-to-use online account access for you and your plan participantsSharing educational materials and tools, including periodic seminars and trainingMaintaining compliance with current IRS codes and ERISA regulationsOffering personal investment counseling to plan participants Our Clients BenefitWorks serves a variety of companies and organizations, including:Small businessesCorporationsNon-profit and not-for-profit organizationsGovernment entitiesFoundations and endowments