BenefitWorks

Financial ServicesPennsylvania, United States2-10 Employees

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.

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