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Who
We Partner With |
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Benefit
Services Group partners with the following groups to design,
set-up, and provide required administrative services for
qualified retirement plans: |
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Financial
Institutions |
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Mid-market
organizations and plan sponsors |
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Sales
representatives (including: brokers, agents, insurance representatives,
and
financial planners) |
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Benefit
Services Group can work with organizations and individuals
alike in providing the highest quality services to our clients.
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Working
Together |
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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.
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| This
chart |
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will
help to describe how the relationships work together. |
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To
learn about our Financial Representative Services, please
click here. |
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