A Partnership
Built On

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

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.

Benefit Trust Heads to the Napa 401(k) Summit & Country Music Festival

  Expert retirement industry speakers by day and Nashville’s musical talent by night. Benefit Trust will be attending the 2018 NAPA 401(k) SUMMIT & Country Music Festival. These events will take place April 15th – 17th in Nashville, TN. Here we’ll come together with fellow retirement plan professionals for the premier event with those who …

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Take Charge of 401(k) Plan Distributions

Distributions Take Charge of 401(k) Plan Distributions   Even though plan sponsors engage a recordkeeper or third party administrator (TPA) to help them manage their 401(k) plans, the plan sponsor is still responsible under ERISA for overseeing operations and making certain the plan is administered according to the terms of the plan document. This includes …

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QDIAs A Win-Win for Plan Sponsors and Participants

In life, there are few win-win propositions, but for employers who sponsor a 401(k) plan that allows plan participants to direct their own investments, choosing a Qualified Default Investment Alternative (QDIA) can benefit both the employer and the plan participants.   ERISA Requirements for Plan Sponsors The plan fiduciary, typically the employer sponsoring the plan, …

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