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CORE SERVICES

At Benjamin & Company, we advise clients to ensure their retirement plans are designed, implemented, monitored and maintained in accordance with best practices and compliant with the increasingly complex regulatory environment. Our core services include:

FIDUCIARY COMPLIANCE AND LIABILITY MITIGATION

  • Serve as ERISA §3(21) Fiduciary
     

  • Establish Investment Committee and Conduct On-Site Quarterly Meetings​
     

  • Create Investment Policy Statement and Investment Committee Charter 
     

  • Design Investment Lineup and Implement 3rd Party Monitoring Tool 
     

  • Objective Investment Monitoring, Selection and Replacement Process 
     

  • Educate Investment Committee on New Regulations

BENCHMARKING ANALYSIS

  • Analyze Existing Plan Services and Fees
     

  • Conduct Comprehensive RFP Process to Evaluate All Providers
     

  • Generate Comparative Benchmarking Analysis
     

  • Review Analysis with Client and Recommend Optimal Provider
     

  • Negotiate Services and Fees with Incumbent Provider
     

  • Implement and Manage Transition to New Provider (If Applicable)

PLAN ANALYSIS, DESIGN & INVESTMENTS

  • Pre-tax Contributions, Auto-Enrollment and Auto-Escalation​ Scenarios
     

  • Assess Safe Harbor, Matching Contributions and Profit Sharing​ Formulas
     

  • In-Plan Roth Conversions​
     

  • Analyze ADP/ACP Testing and HCE Contributions
     

  • Fund Array Design
     

  • Quantitative and Qualitative Investment Analysis

EMPLOYEE EDUCATION AND WELLNESS

  • Financial Wellness Analysis
     

  • Employee Communications Design
     

  • Education Meetings and One-on-One Investment Support
     

  • Customized Financial Planning
     

  • Participant Savings Analysis
     

  • Cash Flow Planning and Budgeting

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2929 Arch Street, Suite 1700, Philadelphia, PA 19104
(215) 315-0097  |  info@bencoadvisors.com

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Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA/SIPC.  Advisory services offered through J.W. Cole Advisors, Inc. (JWCA).  Benjamin & Company and JWC/JWCA are unaffiliated entities.

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Financial Professionals must be properly registered in the state where you live in order to conduct securities related business with you. A response to your request for information might be delayed in order to assure our compliance with this regulation. No information provided on this site is intended as a solicitation to buy or sell any security. The investments and services mentioned may not be available in every state. No security will be offered or sold to any person, in any state in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdictions.

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Check the background of your Financial Professional on FINRA’s BrokerCheck:

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For a copy of JWCF’s Form CRS, JWCA’s Form CRS, or JWC’s Disclosure Supplement please click here. By following the link, you consent to receipt of the Form CRS electronically.​

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Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security.​

© Benjamin & Company, LLC

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