Help your clients maximize their contributions, and stay compliant. Knowing annual contribution limits will help you guide your business owning clients towards smarter retirement saving strategies. Access the 2025 Contribution Limits here: https://lnkd.in/eY3JVxyy
关于我们
Benetech, Inc. is one of the nation’s largest third-party administration (TPA) firms serving financial advisors who serve the small/mid-sized retirement plan market. Our independence and sole focus on plan design and administration also allow us to work as a team with the top professionals in our field—CPAs, attorneys and 401(k) investment platforms—to bring high quality, reliable administrative service to small and medium-sized businesses. Our actuarial focus has remained fixed on offering retirement plan design and administration, backed by the highest quality service. We do not recommend or sell investments. With eight regional offices across the country, Benetech’s consultants are able to bring deep expertise, technical competence and high-touch, transparent service right to the communities where financial advisors and their clients live and work. For detailed information about our wide range of advisor support and Third Party Administrator services, visit Benetechinc.com.
- 网站
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https://www.benetechinc.com
Benetech Inc.的外部链接
- 所属行业
- 金融服务
- 规模
- 51-200 人
- 总部
- Irvine，California
- 类型
- 私人持股
- 创立
- 1974
- 领域
- Retirement Plan Design、Recordkeeping Services、Retirement Plan Administration、Advisor Education、Profit Sharing Plans、Defined Benefit Plans、Cash Balance Plans、401(k) Plans和Takeover Review
地点
Benetech Inc.员工
动态
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Smart Plan Design = A Stronger Business A custom retirement plan isn't just a benefit, it's a competitive advantage for your company. Pension and retirement plans rank among the top 5 benefits employees want from employers. Attract and retain top talent by providing benefits they truly value. Let's ensure your retirement plan is designed to offer the best benefits to everyone. Contact us today to learn more. Call: 1 (800) 310-6811 Email: [email protected]
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Collaboration is Key! When you work with Benetech, we collaborate with you to learn about your client's goals and what they want in a company retirement plan. We solve the puzzle for you and provide you with the best retirement plan design solution to present to your client based on those goals. Contact us today to learn more. Call: 1 (800) 310-6811 Email: [email protected]
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Smart Plan Design = A Stronger Business A custom retirement plan isn't just a benefit, it's a competitive advantage for your company. Pension and retirement plans rank among the top 5 benefits employees want from employers. Attract and retain top talent by providing benefits they truly value. Let's ensure your retirement plan is designed to offer the best benefits to everyone. Contact us today to learn more. Call: 1 (800) 310-6811 Email: [email protected]
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Business owners! Your company is unique, and your retirement plan should be too! At Benetech, we specialize in retirement plan design and administration, ensuring your plan maximizes tax advantages, meets compliance requirements, and supports your business goals. Does your current company retirement plan meet your unique needs? In 2024, 33% of our new clients had existing plans they chose to move to Benetech for their ongoing retirement plan services. Whether you have a 401(k), profit sharing or cash balance plan, find more about why you should consider making the switch to Benetech. Contact us today to learn more. Call: 1 (800) 310-6811 Email: [email protected]
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Financial Advisors! Custom retirement plans mean happier clients. When plans are tailored to your clients' specific goals, they see the value in your expertise, and so does your business. Whether it's a 401(k), Cash Balance, or Profit Sharing Plan, Benetech provides strategic plan design and administration so you can focus on what you do best, guiding your clients toward financial success. Let's connect and create customized retirement solutions that set you apart! Contact us today to learn more. Call: 1 (800) 310-6811 Email: [email protected]
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Not sure which retirement plan works best for your business? We're breaking down the top three, Profit Sharing, 401(k), and Cash Balance Plans, to help you make an informed choice! Contact us for tailored retirement plan design. Get started today! Call: 1 (800) 310-6811 Email: [email protected]
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Your clients, your expertise, we support the rest. Benetech provides unbiased retirement plan solutions, so financial advisors and CPAs can focus on client success. Let's talk plan design! Call 1: (800) 310-6811 Email: [email protected]
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Owner-only Cash Balance Plans offer business owners the ability to save significantly on taxes and build retirement wealth faster than other retirement plans available. The high rewards of Cash Balance Plans offer both Pros & Cons. Learn how the Pros outweigh the Cons by contacting a Benetech Consultant Today! Call: 1 (800) 310-6811 Email: [email protected]
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