Benetech works with professionals serving small-business owners including financial advisors, independent financial planners, accountants, bookkeepers, insurance agents and attorneys.
The professionals we work with appreciate that we are investment-neutral. Since we do not recommend investments, there is no conflict in the plan designs we recommend, investment structure you choose, or ongoing administrative support we provide. Instead, we easily fit into an advisor’s retirement plan sales and servicing team.
National Network of Consultants
In order to provide support wherever it’s needed, we have a national network of full-time regional sales consultants. Their sole job is to help advisors prospect, present, close and retain new retirement plan business.
Why partner with Benetech?
Technical support for your sales team
Our experienced and knowledgeable sales team can provide you with regional support to help you gain the confidence of plan sponsors and close more retirement plan business.
Creative and unbiased plan design
We design plans that benefit small-business owners and which are independent of the investment strategies you propose, allowing you to “lead with plan design” rather than product.
We do not recommend or sell investment products or collect commissions, but support most recordkeeping platforms with which you are already familiar.
We’ll help guide you and your clients through all phases of plan design, takeover, installation, and on-going administration.
Benetech is a national sponsor of continuing education for CPAs. Our consultants are available for presentations to attorneys, financial advisors or plan sponsors, as well as to CPAs.
A “wholesaler” of plan sales-support information
We are familiar with the products and support available from most investment platforms, their mutual fund partners, and most of the national brokerage firms. We make it easy for advisors to stay abreast of the latest market enhancements.