Financial Advisors

Financial Advisors

We help financial advisors at all experience levels grow their business. Our national network of full-time regional sales consultants are dedicated to helping advisors prospect, present, close and retain new retirement plan business.

We design plans that benefit small-to mid-sized business owners. Since we are investment neutral, our plans are independent of the investment strategies you propose for your clients.

We can help you grow your retirement plan account business.

Plan Design and Consulting

By working with Benetech, it’s easy to make retirement plans a bigger part of your business.

  • Technical support.
  • Creative and unbiased plan design.
  • Investment neutral plan design: You select and manage the investments—we design the plan.
  • Hands-on support to you and your clients.
  • Complete transparency to develop your knowledge about plan options.

Small Business Specialists

Creative plan design for small business owners can be an important differentiator for your business – BENETECH CAN HELP!

  • About 99.6% of 22.1 million owner-owned U.S. companies have fewer than 100 employees.
  • Five million owner-owned businesses have fewer than 20 employees.
  • Roughly 65% of small businesses do not have a company sponsored retirement plan.
  • Owners of companies with 1-25 employees are often excellent candidates for a Tiered 401(k) or Defined Benefit Plan

Grow Your Business

Whether you’re a 401(k) expert, or a retirement plan novice, every advisor should feel comfortable discussing retirement plan options with their business owner clients and prospects—Benetech can help with these conversations.

Furthermore, we will help you identify good candidates for a retirement plan.

Year-End Data Collection Made Easy