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BeneTrak, Inc.
When it comes to retirement plans, trust BeneTrak, Inc. to help you select options that meet your company's needs and your employees' needs.
After 25 years of qualified plan experience, BeneTrak was formed to focus on retirement planning, benefits, recordkeeping and daily valuation. Drawing on the latest technology, nationally recognized mutual funds that include 23 of the most respected fund family names — including Oppenheimer, Fidelity and Janus — BeneTrak offers the very best in retirement planning options. And we provide fiduciary liability protection.
A full 100% of your investment dollars are invested — no agent or broker fees are deducted. Daily valuations provide timely and accurate information, while recordkeeping fees are very competitive. Our dedicated, professional staff provide support and timely answers to your questions, and financial planning and education is available from certified financial planners. Group education and planning tools are available to help your employees make the best decisions for their unique financial needs. Contact us at (262) 207-1999 to learn more!
NEW! You can begin to explore your financial planning options now using our interactive planning tools.
Registered participants in BeneTrak qualified plans can click here to check and manage their accounts at our MoneTrak website. ID and password are required for access.
