Full fiduciary-compliant retirement planning.

Businesses spend years trying to make their retirement plans attractive to employees and affordable for them only to have regulatory changes compound the complexity of fluctuating market environments. BenefitCorp’s premier retirement and business planning professionals deliver a full range of brokerage and consulting services to deliver the best advice at the right time.

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Fiduciary services 3(16), 3(21), 3(38)

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Assessment of fiduciary liability by in-house ERISA counsel

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5500 filings & ERISA testing

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360º Integration

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Non-qualified deferred comp, by-sell & key man coverage

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Improved operational efficiency

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Increase employee satisfaction

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Identify & recommend cost efficiencies

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Quality of plan service

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Participant education & communication

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Investment consultant & review

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Assessment of plan design

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Streamline investment selection & analysis provided by Morningstar

Ready to talk Retirement?

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