BenefitWorks Employee Directory

Q: What is BenefitWorks known for?

BenefitWorks was founded in 1984. BenefitWorks operates in the Financial Services industry.

Q: How many employees does BenefitWorks have currently?

BenefitWorks has approximately 5 employees.

Q: Who are BenefitWorks's key employees and leadership?

BenefitWorks's key employees include: President: B. T..

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.

Find BenefitWorks employees' phone numbers or email addresses

BenefitWorks Global Highlights

North America
5

United States Of America
5

BenefitWorks's Leadership

B. T.
President
Mobile Phone
Email
K. M.
Verona High School
Mobile Phone
Email
R. G.
Investment Officer
Mobile Phone
Email
S. E.
Account Executive And Broker
Mobile Phone
Email

Contact profiles from BenefitWorks

Name

Title

Contact Info

Location

Last Update

B. T.
President
Mobile Phone
Email
United StatesPennsylvania
Oct 19, 2025
K. M.
Verona High School
Mobile Phone
Email
UNITED STATES
Mar 08, 2023
R. G.
Investment Officer
Mobile Phone
Email
United States
Oct 22, 2025
S. E.
Account Executive And Broker
Mobile Phone
Email
United StatesWisconsin
Feb 20, 2024

Frequently Asked Questions

What is BenefitWorks known for?

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?

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?

BenefitWorks has approximately 5 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are BenefitWorks's key employees and leadership?

As of December 2025, 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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