Like the website? Make it your own.

No need to reinvent the wheel. As a BenefitGuard Advisor, you can upload your company’s logo and direct clients to your site–designed, maintained and hosted by BenefitGuard. Sign up new clients and manage existing client accounts all online.

Cobranded marketing material.

Take advantage of the resources and time we’ve put into creating great marketing material. Download and print at your office or send it directly to any FedEx Kinkos and pick it up on the way.

A turn-key back office run by retirement plan experts.

Provide your clients with a retirement plan serviced by a team of fiduciary administration, and compliance experts who manage billions of dollars of qualified retirement plan assets. As a BenefitGuard Advisor you can focus on the most profitable part of your business–managing your client relationships.


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