Benefitworks

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 th