BenefitWorks Email Format

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.

Sign up for free to view info

Company overview Employee directory