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.
Company Details
- Employees
- 5
- Founded
- 1984
- Address
- 336 Cumberland St, Lebanon,pennsylvania 17042,united States
- Phone
- +1 7172738441
- in****@****rks.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- benefitworks.com
- Keywords
- Retirement planning, plan recordkeeping, 401k, 403b and other defined contribution plans, compliance testing, plan documents, best practices counseling, financial advising, financial planning, investment management, estate planning, asset protection.
- HQ
- Lebanon, Pennsylvania
Benefitworks Questions
Benefitworks's helpline number is +1 7172738441
Benefitworks's website is benefitworks.com
Benefitworks's LinkedIn profile is https://www.linkedin.com/company/benefitworks
Benefitworks has
5 employees.
View email and phone details for 5
employees at Benefitworks.
Benefitworks's industry is
Financial Services
Benefitworks's support email address is info@benefitworks.com
Benefitworks's categories are Financial Services
Benefitworks's founding year is 1984
