Compensation

20 to 50 bps for plans up to $10 million
Custom fee schedule for plans above $10 million
Contact us for additional details

Apply to become a BenefitGuard Advisor

Step 1: Contact us

Call us at toll-free at (877) 860-2664 or email us at info@benefitguard.com. We’ll make sure we understand your objectives and answer any questions you have about working with us.

Step 2: Receive approval

Apply online by clicing on the “Become an Advisor” button below.

Step 3: Grow your business

Add revenue from retirement plan business without adding the headache and fiduciary
liability that accompanies most 401(k) plans.
Become an Advisor

  • Support

    Backed by the best in the industry.

  • Responsibilities

    Focus on relationships.

  • Compensation

    More revenue, not more overhead.

Why our clients love BenefitGuard

  • "Wow! I feel like royalty. Thanks for all the individual attention!"

    - Joyce, Plan Participant

  • "We really like the ease of use of BenefitGuard, as well as knowing that a true fiduciary is looking out for our best interests all the time."

    - Jesus, Plan Participant

  • "The BenefitGuard plan enables my small company clients to enjoy a high performance 401(k) plan that is traditionally reserved for billion-dollar companies."

    - Cris, Investment Advisor

Gain access to the industry’s best