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 Advisors
  • 401k/Retirement Plan Recordkeepers
  • Plan Document Preparation
  • Required Compliance Testing

 


 

Why We’re Different


We offer:

  • Complete transparency
  • Total objectivity
  • No commissions
  • Investments that are in participants' best interest
  • No hidden agendas
  • No hidden fees
  • Proactive update of plan provisionss

We’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 objectives

In serving all of your retirement plan needs, our focus is on:

  • Accuracy – of our work by applying the highest fiduciary standards
  • Timeliness – of all accounting, reporting, and testing
  • Security – of our clients’ and plan participants’ account information
  • Compliance – of the technical aspects of the IRS Code and its impact on plan sponsors and participants
  • Education – for participants to be an informed investor by understanding the seven must knows about investing
  • Performance – to provide a diversified core of index style investments coupled with benchmarked actively managed funds
  • Cost Control – to keep total plan fees below industry benchmarks so returns are not compromised

 

 

Services For Companies Inset 1

A Higher Level of Service

BenefitWorks 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 policy
  • Creating an investment committee
  • Providing powerful technology to help monitor and manage your company’s plan
  • Delivering secure, easy-to-use online account access for you and your plan participants
  • Sharing educational materials and tools, including periodic seminars and training
  • Maintaining compliance with current IRS codes and ERISA regulations
  • Offering personal investment counseling to plan participants

Our Clients 

BenefitWorks serves a variety of companies and organizations, including:

  • Small businesses
  • Corporations
  • Non-profit and not-for-profit organizations
  • Government entities
  • Foundations and endowments