Offering Superior Retirement Plans Since 1974
Who We Are
We are one of the largest, privately held third-party administrators in the nation. Our staff of actuaries and retirement plan professionals are experts in plan design, annual administration services, and consulting. Our clients are busy professionals—so we take pride in making the complex seem simple.
We are a privately held, family owned, national actuarial firm that specializes in retirement plans for small and medium sized businesses, but we do not sell investment products. We have brought this unique combination of advanced technical knowledge and investment neutrality to our clients since 1974.
Our firm was established at a strategic and crucial time for retirement plans, when ERISA was passed into law in 1974. ERISA set forth new laws for retirement plans to follow in order to be qualified for specialized tax treatment; therefore, we have been here since the beginning and are familiar with the legislative history surrounding retirement plans and the resulting needs of those plans.
Our longevity in servicing retirement plans demonstrates our dedication to providing expert plan design and plan administration services to our clients. We have grown over the years and now have thousands of clients and multiple regional and marketing offices across the USA.
We continue to run our business the “Benetech way” for each and every client we bring on board by providing excellent services combined with reasonable fees. We are accessible, accountable, and invested in providing quality service to our clients every day.
Our Service Model
When you entrust Benetech with your retirement plan, we provide: