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Why Choose Benetrends

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We provide ongoing support and administration to companies large and small, and you'll receive the same level of service and expertise as our clients who have thousands of employees.  At Benetrends, we're in business to help you achieve long-term success. We also realize that a retirement plan is a complicated arrangement that needs to be built for the long-term.

So, we're in it with you for the long haul. We provide proactive services such as communicating with you when your employees become eligible for plan enrollment and providing you with required materials for those employees. We'll also review your account statements to identify transactions that might trigger tax penalties or code violations and conduct yearly Plan reviews using the same standards as the IRS.

We find that many of our clients don't even realize what an asset their retirement plan can be. So, we'll provide you with proactive consultation regarding how to use your retirement plan to build wealth and minimize tax expenses, in accordance with Internal Revenue Code. We will even help you design retirement plan benefits for your employees - something that's rarely seen in small business. So, you can attract and retain the very best team members for your company.

And while you're considering opening a business today, you might not be considering your exit from that business. The fact is you're eventually going to exit your business. And when that happens your retirement plan needs to be part of your exit strategy. Your Benetrends team of experts will work with your accountant to tailor make a strategy to help you accomplish your desired results at the lowest possible tax.

Following your initial rollover transaction, each and every one of these Benetrends services are included in a single low monthly charge. Many other firms may quote you a yearly fee only to surprise you with additional charges for costly restatements, estimations of your company's fair market value, plan amendments required when laws change, and other government filings to name just a few.

At Benetrends these things- and more - are all included.

 

  • 1180 Welsh Road | Suite 280
    North Wales, Pennsylvania 19454
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Our Pledge to You

Our mission is to make every Benetrends client our champion. For over 35 years, our Rainmaker Plan® has been tested and proven to work, providing a means for more than 17,000 entrepreneurs to achieve their dreams of business ownership, creating both jobs and prosperity. We are so confident in the Rainmaker Plan design that we stand fully behind our work, backing every client with our Rainmaker Guarantee.

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Information provided by Benetrends Inc. is not intended to be used as legal or accounting advice, or as the sole basis for investment decisions, nor should it be construed as advice designed to meet the particular needs of an individual investor. Please seek the advice of legal or tax professionals, as appropriate, regarding the evaluation of any specific information, opinion, advice or other content.
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