BenefitWorks Information

BenefitWorks’ registered investment advisors, record keepers and administrative staff are committed to core values of integrity, service, innovation and growth, a commitment that has gained them a reputation for expertise in retirement planning. Continuing education, a requirement for advisors and recordkeepers, assists in guaranteeing that our clients can expect the highest level of service daily. Because we’re independent, we offer a different approach – one that provides complete transparency of fees and total objectivity in our investment recommendations. With a bundled approach to investment advising, retirement plan recordkeeping, and compliance testing, BenefitWorks is a one-stop shop for retirement planning services for your business. We also provide financial planning and investment services for individuals. Our experienced professionals are equipped with informational resources and user-friendly technology. We educate Plan Sponsors, Trustees and other decision-makers of their fiduciary responsibility – as well as best practices to help insulate you from fiduciary liability. With BenefitWorks, you can expect: • Comprehensive, no-obligation analysis of your current plan • Refreshing insights • No hidden fees or agendas • No commissions • The personalized attention you deserve • Powerful and user-friendly technology • A relationship you can trust • Transfer of plan assets made easy But don’t just take our word for it. We encourage you to talk with our clients.