At BenefitWorks, our clients expect – and receive – the WORKS.

In fact, we’re known for delivering more than our clients ever expected or have received from their prior 401k providers, financial advisors or recordkeepers.

That’s just our way of doing business.

 


 

 

theWorks - Individuals Inset

 

For Individuals 


Financial and retirement planning that’s in your best interest

BenefitWorks is a Registered Investment Advisory firm under the supervision of the U.S Securities and Exchange commission.


Total objectivity

BenefitWorks is not affiliated with any investment company or broker. We’re completely independent and have no hidden agenda or competing allegiances.


Zero commissions. ZERO

We never make a commission on any investment that we recommend.


Total transparency: No hidden charges

You’ll have a complete disclosure of fees which are outlined in a service agreement.


A completely personalized approach

You’ll meet with an experienced financial advisor and have a dedicated client-services representative who will get to know you and your specific goals.


A real person to answer your call. Really

During business hours, you’ll talk directly to one of our team members. You won’t get lost in an automated system.


Education

We don’t just recommend investment options and keep records. We’ll share with you the essential principles of investing, asset allocation, account monitoring and rebalancing.


Scheduled review meetings

We’ll meet with you twice a year, to review your financial plans and investments.


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theWorks - Companies Inset

 

For Companies 


Retirement planning in everyone’s best interest

As a Registered Investment Advisor (RIA), BenefitWorks has a fiduciary responsibility to the Plan Sponsors, Trustees and Retirement Plan Committees. We also make certain fiduciary responsibilities to plan participants are fulfilled.


No-obligation analysis

We’ll perform a comprehensive analysis of your current retirement plan and review it with you in detail before you even think about a change.


A comprehensive approach

BenefitWorks offers a comprehensive approach to advising, recordkeeping and compliance testing. While some 401(k) providers choose not to do compliance testing, BenefitWorks provides all three services. We’ll help you:

  • offer insightful investment advice

  • develop your plan document

  • handle all your recordkeeping

  • conduct essential discrimination testing.

Total objectivity

Unlike many 401k providers, BenefitWorks is not affiliated with any investment company or broker. We’re completely independent and have no hidden agenda or competing allegiances.


Zero commissions. ZERO

We never make a commission on any investment that we recommend.


Total transparency: No hidden charges

You’ll have a complete disclosure of fees which are outlined in a service agreement.


A personalized approach for you and your people

You’ll have as team members an experienced investment advisor and a dedicated plan administrator, both of whom will be proactive with recommendations for change. Of equal importance both the advisor and administrator will work directly with plan participants to help them achieve individual goals.


Calls personally answered. Really

During business hours, you and your plan participants talk directly to one of our team members. You won’t get lost in an automated answering system.


Electronic or paper enrollment

BenefitWorks gives your plan participants the best of both worlds.


Easy, secure on-line account access

Our powerful software lets your plan participants monitor and make allowable changes to your accounts using our secure online system.


Education

We’ll teach you the vital things that you, as Plan Sponsor, need to know about best-practice standards, and acquaint you how to fulfill your fiduciary responsibilities.


Investment review meetings

Every six months meetings are scheduled to review performance, fees and plan provisions.


Transfer of plan assets made easy

When you roll over your current retirement plan from your current provider, BenefitWorks makes it easy for you to switch!


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