BenefitWorks logo

BenefitWorks Employee Directory

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.

Find BenefitWorks employees' phone numbers or email addresses

BenefitWorks Global Highlights

Location
Employees

North America
8

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  • United States Of America
    8

BenefitWorks's Leadership

  • Stylized image of a person
    B. T.
    President
  • Stylized image of a person
    K. M.
    Verona High School
  • Stylized image of a person
    R. G.
    Investment Officer
  • Stylized image of a person
    S. E.
    Account Executive And Broker

BenefitWorks Employee Metrics

100%
50%
0%
2026
2025
  • Business
  • Sales
  • Other

Contact profiles from BenefitWorks

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    B. T.
    President
    United StatesPennsylvania
    May 29, 2026
  • Stylized image of a person
    K. M.
    Verona High School
    UNITED STATES
    Mar 08, 2023
  • Stylized image of a person
    R. G.
    Investment Officer
    United States
    May 30, 2026
  • Stylized image of a person
    S. E.
    Account Executive And Broker
    United StatesWisconsin
    Feb 20, 2024

Frequently Asked Questions

What is BenefitWorks known for?

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BenefitWorks was founded in 1984 operates in the Financial Services industry. Explore BenefitWorks's company overview page for more information.

What is BenefitWorks's most common email format?

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BenefitWorks employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more BenefitWorks email formats with LeadIQ.

How many employees does BenefitWorks have currently?

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BenefitWorks has approximately 5 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are BenefitWorks's key employees and leadership?

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As of August 2026, BenefitWorks's key employees include:

  • President: B. T.
  • Verona High School: K. M.
  • Investment Officer: R. G.
  • Account Executive And Broker: S. E.

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