History 

For more than 35 years, BenefitWorks has been serving companies, organizations, and individuals throughout the mid-Atlantic region, specializing in investment advising and qualified plan recordkeeping.

We’re proud of our local roots and long history of service.

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 with investment choices, 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 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.

Image of BenefitWorks employees

 

Our Team

At BenefitWorks, our investment advisors, account administrators and support staff are here to serve you. And we’re a part of your community with a long history of volunteering time to help support organizations and causes within our area.

Meet the Team

Our Approach

We bring distinct advantages in serving our clients – both companies and individuals. Our promise starts with providing advice that's always in your best interest.   

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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!