At Benefits & Incentives Group, we believe managing your retirement plans is an ongoing, year-round service. We believe that your retirement plans should be tailored to your unique business strategy.
As a member of Retirement Plan Advisory Group (RPAG), we are one of 295 advisory firms across the country dedicated to serving more than 18,000 retirement plans representing more than $60 billion in retirement assets. With highly evolved proprietary technology systems and services, we provide plan sponsors of all sizes with fiduciary support, fee benchmarking and vendor searches, investment analysis and selection, and participant education and communication.
Our retirement specialists provide comprehensive plan analysis and help you quantify costs, while never losing sight of delivering the best retirement for you and your employees.
As part of our standard services, we provide:
- Plan Consulting
- Plan Marketing
- Investment Performance Monitoring
- Plan Integration & Transition
- Participant Education
- Compliance Assistance
- Defined Benefit Services
At Benefits & Incentives Group, we can leverage our considerable experience and resources to help make your retirement plan a success. Our qualifications include: FINRA and SIPC registered representatives, representatives with more than 35 years in the financial industry, and Series 6 and 63 licensed representatives.
Contact us to help protect your employees' future:
