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I have worked with Benetrends for years and would highly recommend them to anyone wanting to secure funding for their business. They are of the highest caliber and integrity!...
Dan Fields
Senior Vice President, Focal Point Coaching
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Funding Tool
To retire wealthy,
you must plan brilliantly.

Retirement Plan Administration

Retirement Plan Administration is such a large part of what we do. In 2009, we acquired CHEC, Inc., a company that has specialized in plan administration since 1987. There are a variety of retirement plan services for companies with 1 to 5,000 employees. Below are some of the services we offer:

Plan Design

  • Creative Plan Design Alternatives
  • Assist Identifying and Establishing Objectives
  • Develop Strategies and Solutions to meet Employer Needs and Control Costs
  • Special Plan Design Comparison Studies

Compliance and Administration

  • Compliance with Regulations and Legislation
  • Compliance Testing / Controlled Group Issues
  • Preparation of Government Filings
  • Participant Recordkeeping

Employee Communications

  • Summary Plan Descriptions (SPDs)
  • Individualized Benefit Statements
  • Benefit Announcements
  • Enrollment Presentations
  • Logo IFA
  • Logo vet fran
  • Logo BBB
  • Logo IBBA
  • Logo ASPPA
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