Who We Partner With
Benefit Services Group partners with the following groups to design, set-up, and provide required administrative services for qualified retirement plans:
- Financial Institutions
- Mid-market organizations and plan sponsors
- Sales representatives (including: brokers, agents, insurance representatives, and financial planners)
Benefit Services Group can work with organizations and individuals alike in providing the highest quality services to our clients.
When Benefit Services Group collaborates with another service provider and their local representatives, we provide a complete array of plan design, set-up, and administrative services. These services, coupled with the investment options and participant record keeping programs offered through financial institutions, allow small to medium-sized employers the ability to adopt a package of retirement services with competitive costs. Each partner provides specific expertise for complete client services.
This chart will help to describe how the relationships work together.