BenefitWorks Email Format

Financial ServicesPennsylvania, United States2-10 Employees

BenefitWorks is a financial services firm focused on retirement planning, offering a bundled suite that includes registered investment advisory, retirement plan recordkeeping, and compliance testing. The company emphasizes independence, transparency of fees, and objective investment recommendations, aiming to provide plan sponsors and trustees with clear guidance and fiduciary education to help manage liability. In addition to serving organizations, BenefitWorks also provides financial planning and investment services for individuals, supported by a team described as committed to integrity, service, innovation, and growth. Based in Lebanon, Pennsylvania, the firm highlights ongoing professional development for advisers and staff to maintain a high level of service. A recent development noted in industry coverage is the firm’s acquisition by Fulton Financial in late 2020, situating BenefitWorks within a broader financial services group.

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