Financial Representative Services
Please call 800-619-6309 and choose option 1 to discuss a plan design.
Benefit Services Group will provide design services for financial institutions, financial representatives, and clients who use Benefit Services Group for administrative services. These design services are based on the plan design questionnaire and employee census provided by the client or financial representative.
Go to Plan Design Corner to review the types of qualified and non-qualified retirement plans serviced by Benefit Services Group.
You will need Adobe Acrobat Reader to read the above files
Our browser based, secured website connects all service providers with the plan sponsor. Plan documents and summaries, correspondence and outstanding service issues are available to all partners in a paperless environment. Communications between parties are simplified and improved. As the financial representative for the plan, you will always be “in the loop”.
Benefit Services Group Inc. provides sales and plan design meetings and seminars for financial institutions and marketing organizations. These seminars cover plan design as a marketing tool. These programs are provided in conjunction with financial institutions sales training for pension products.
Most enrollments for plans serviced by Benefit Services Group are conducted by the financial representative for the plan sponsor. Benefit Services Group Inc. personnel are available for group meetings via special arrangement.
Benefit Services Group will make arrangements for professional enrollment and retirement planning on
a fee basis through an affiliated enrollment company.
Visit the plan design corner for an overview of the types of retirement plans available and ideas on how
retirement plans are designed to meet the needs of client companies.