Working With Advisors


 

You Choose: Your Advisor, No Advisor or Our Advisor

Would you like to keep your current financial advisor?  No problem!  Financial advisors love us and we’re happy to keep them on the plan if that’s your preference.  A BenefitGuard plan can run with your current advisor, without an advisor, or we can help you find a new advisor who will provide value for your plan and the participants.

— Get Started —

Are You An Advisor?

Are you a financial advisor looking for 401(k) partner that will take 401(k) minutia off your plate so you can focus on managing client relationships? We want to work with you and help eliminate costs, risk, and work for your clients. Give us a call at (877) 860-2664.

— Watch Demo —