investment advisors, BenefitWorks helps plan
trustees choose investment options that properly balance risk with
return for plan participants, while also considering the planís
measure of a 401(k) planís success is the rate of employee
participation. BenefitWorks encourages participation by helping your
employees see the value of their plan, and what it will mean to their
futures, their families and their retirement.
take the time to thoroughly educate plan participants to help them
understand how much money theyíll need, the right investments
available now to help them get there and how their plan works. We
help employees become comfortable about the notion of investing, and
comfortable that BenefitWorks is the right advisor to act on their
behalf and put them on the right path.
reviews of investment strategy, performance and cost require a
pro-active position. A distinctive BenefitWorks characteristic is our
desire to be creative with investment offerings.
Low cost Exchange Traded Funds (ETFs) with stock
indices such as the S&P500 (large-cap), S&P400 (mid-cap),
S&P600 (small-cap), real estate and emerging market, fixed income
government and corporate indices, and others.
Publicly traded securities of the employer / sponsor.
Self-directed accounts where the participant may
purchase any publicly traded stocks, bonds, or mutual funds.
Over 3,000 mutual funds available with no sales loads
Lifestyle and Target Date choices where investment
selection is simplified. A questionnaire leads a participant to
identify their risk-taking tolerance. Lifestyle and Target Date
choices are rebalanced annually.