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RETIREMENT AND PROFIT SHARING SERVICES
Recognized as Wisconsin’s premier independent retirement plan services provider, BeneTrak, Inc. (a member of The Benefit Companies, Inc.) specializes in retirement planning, benefits, recordkeeping and daily valuation.
Full Service Solutions to Meet Your Needs For employers and employees alike, retirement planning is both confusing and critically important. With over 35 years of retirement planning experience servicing leading companies, BeneTrak’s retirement and investment consultants are here to help you from concept through implementation, recordkeeping through ongoing support, we can make retirement planning work for you.
In the retirement plan options we make available, BeneTrak provides a variety of options and services. From daily valuation recordkeeping of 401(k) plans to fiduciary liability protection, nationally recognized mutual fund investment options to personalized financial planning tools, we offer a full suite of solutions.
Retirement and Profit Sharing PlansBecause we work for you and not the mutual fund companies, we compare solutions to insure we offer you the most competitive proposal. The expertise and experience between our companies is a shared resource in tailoring options for your company.
From concept through implementation, and recordkeeping through ongoing support, we can make retirement planning work for you. The options available to our clients include:
Drawing on the Latest Technology Drawing on the latest technology of nationally recognized mutual funds that include the most respected fund family names, BeneTrak offers the very best in retirement planning options.
Flexible, Reliable, Outstanding Customer Service Ensuring a comfortable retirement and protecting the future financial interests of our families and loved ones requires careful planning, and a significant level of involvement. Employer-sponsored retirement benefits — as well as voluntary benefits provided as a supplement - offer employees the opportunity to plan for and ensure a secure future.
We Custom Tailor Our Services to Meet Your NeedsThe approach we take with clients starts by understanding their unique needs. This includes reviewing the retirement benefits they've provided in the past - which often create special administration and recordkeeping challenges, mandated by law and tax codes. Recognizing the unique needs of each client then carries over as we approach employee education. No two employees have the same financial needs, family circumstances or financial goals. We can help employees tailor retirement plans to their needs. This is essential, if employees are to benefit from these plans. It's also necessary to maintain qualified plan status.
BeneTrak is part of The Benefit Companies, Inc. Connect & Simplify™ Service Program. This program connects the benefits between payroll clients who also have employee benefit or retirement plans and other services with Connect & Simplify clients enjoy reduced back-office administration as we track eligibility for and termination of, company sponsored benefits. Our 401(k) retirement plans can be fully integrated with our payroll processing services, and HR systems that tie into these systems. The goal is solutions that meet your needs.
Connect & Simplify lets you reallocate the time you now spend on administrative tasks to time spent growing your business.
Retirement Planning For the EmployerDrawing on the latest technology and nationally recognized mutual funds, BeneTrak helps you select quality benefit programs. We help you quantify costs and risks within your plan offerings and provide multi-year projections and comprehensive advice and solutions to help manage your plan financials. The result: A retirement program that matches your goals and objectives.
For Your EmployeesInvestment knowledge and motivation of your participants are significant drivers in the success of your retirement plan. To that end, we place a large focus on employee communication. Using several forms of media, we coordinate your education strategy and measure and manage the effectiveness of each tactic. Whether your programs are targeted at baby boomers, new hires, or “at-risk” participants, we customize education strategies based on your participant’s needs. Help your employees begin to explore their financial planning options now using our interactive planning tools.
A full 100% of your investment dollars are investedNo agent or broker fees are deducted. Daily valuations provide timely and accurate information, while recordkeeping fees are very competitive. Our dedicated, professional staff provides support and timely answers to your questions, and financial advice and education are available from our investment professionals. Group education and planning tools are available to help your employees make the best decisions for their unique financial needs.
Third Party AdministrationFrom daily valuation recordkeeping of 401(k) plans to fiduciary liability protection, nationally recognized mutual fund investment options to personalized financial planning tools, BeneTrak is a one stop shop for all of your retirement plan needs. We provide a variety of options and services, and we offer a full suite of solutions.
For additional information, please email marketing@benefitsinc.com or call us at (262)207-1999.
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