A Partnership
Built On
Trust

Benefit Trust was formed with the single-minded fiduciary focus of delivering services to corporations, institutions and executives. Our core offerings include custom benefit plans, trustee and custodial services, trading platforms, portfolio unitization, investment management, and collective trust services.

We ensure the proper blend of comprehensive delivery and security of assets through custody, trust and transaction services combined with the knowledge and dedication of world-class professionals.

We understand the need for customized solutions to meet the demands of highly sophisticated clients.
An Approach
Built On
Experience

Benefit Trust is privately held, and publicly accountable—to you. Since 2002 we’ve been trusted with assets totaling in excess of $15 billion, from everyday custodial responsibilities to the truly exceptional. We have years of history of precision. Let us put that history to work—for you.


Your Portfolio Your Way

Our proprietary platform, nBalance, allows you to manage your portfolio the way you’ve always known it could—and should—be done. No more tedious spreadsheet manipulation fraught with human error. Set up your portfolio with a limitless number of tiers, asset combinations, currencies, and granularity. Then sit back and let us keep you in balance, with nBalance.

HSAs and Retirement Planning

With the rising cost of health care, some workers are concerned they won’t be able to save enough for retirement. In fact, of workers who reported cost increases in their health plans in the past year 26%: decreased their retirement plan contributions 43% decreased other savings contributions 15% took a loan or withdrawal from a …

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Fees and Fee Disclosures

Plan sponsors have important obligations as ERISA fiduciaries to a retirement plan. They must follow ERISA’s high standards of conduct as they administer the plan and safeguard participants’ assets. The key to managing ERISA fiduciary responsibilities is developing and following prudent plan governance practices like fee disclosures. Plan sponsors who adopt policies and procedures to …

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nBalance – Fund of Funds Portfolio Management System

Overview Benefit Trust Company’s “nBalance” is an automated, state-of-the-art, multi-currency Fund of Funds (FoF) portfolio cash flow management system, offered as a Benefit Trust-hosted service, which is designed to provide algorithmic cash flow allocation and rebalancing for asset allocation models that span an arbitrary number of hierarchal sub-asset class levels.  nBalance can deploy cash flows …

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