Benefit Trust understands the need for customized solutions to meet the demands of highly sophisticated clients. Beginning with a robust customized benefit and retirement plan solution, and including investment management and Reinsurance Trust, Benefit Trust offers one of a kind services with the high-touch, personalized service you demand.
Customized Benefit & Retirement Plans
- Qualified Retirement Plans
- Non-Qualified Retirement Plans
We are an exclusive ERISA service provider offering full trustee services with a single-minded focus on your plan’s success. If you want to minimize your fiduciary liability, and still provide a meaningful benefit to your employees, then you need the flexibility and confidence of a retirement and benefit plan specialist. Benefit Trust helps you create a customized, unique Qualified and Non-Qualified plans that offers a significant benefit to your employees.
Plan Sponsor Participants, Beneficiaries
Benefit Trust Trustee, Custodian Trust Administration
TPAs, Record-keepers, Investment Managers