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 the services we offer include:
- Retirement plan design
- Plan Administration
- Investment Options
- Takeover Review
Our quoted fees cover basic plan work including ADP/ACP testing, annual contribution calculation, and preparing IRS Form 5500. We do not charge for ongoing consulting regarding basic administrative and operational matters.
If you have any questions about the services we offer, please contact us.