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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

Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth.

The Financial Advisors associated with this website may discuss and/or transact business only with residents of states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check BrokerCheck for a list of current registrations.

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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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