Outgrown a SIMPLE-IRA? Suggest Switching to a Safe Harbor 401(k) and Amp up Contributions In September or October, it’s time to start considering whether your SIMPLE-IRA clients should switch from a SIMPLE-IRA to a Safe Harbor 401(k) for the next year. Most sponsors and advisors …
We make retirement plans easy, simple and accessible.
We tie together all the pieces of your retirement plan, from consulting with you on plan design and providing plan documents, to preparing annual compliance testing and improving retirement outcomes for your employees. We back up this up with a commitment to provide innovative technology for plan administration and superior client service. Learn More »
Benetech helps financial advisors at all experience levels become more knowledgeable and grow their retirement plan business. We seek to build greater professionalism in the industry by contributing our deep actuarial expertise in plan design and administration, and through thought leadership, education and high-touch service. Request a Proposal »
Whether you’re a financial advisor looking for a powerful tax-planning vehicle for your clients, or a business owner seeking the best retirement benefits package for your employees, Benetech will consult with you to design the right plan to meet your goals. Discover More »
Benetech on Retirement
Benetech’s role is to provide the plan sponsor up-front consulting on plan design, plan documents, and excellent ongoing support for plan operation, testing and reporting. Each plan is assigned to a knowledgeable Benetech retirement specialist, who is the plan’s principal point of contact. Some of …
If you are interested in requesting a fee quote or contribution illustration, we now have proposal request forms available online. Simply go to our Request a Proposal page, and click through the form links. You can access these forms from your laptop, tablet or mobile …
Newsletter Sign Up
Stay abreast of retirement trends, regulatory developments and other timely information that will keep your plan ahead of the curve.