Susan Baum's Contact Details

Susan Baum's Company Details

BenefitWorks

Lebanon, PA, US • 5 - 9 Employees
Financial Services

BenefitWorks' registered investment advisors, record keepers and administrative staff are committed to core values of integrity, service, innovation and growth, a commitment that has gained them a reputation for expertise in retirement planning. Continuing education, a requirement for advisors and recordkeepers, assists in guaranteeing that our clients can expect the highest level of service daily.Because we're independent, we offer a different approach – one that provides complete transparency of fees and total objectivity in our investment recommendations. With a bundled approach to investment advising, retirement plan recordkeeping, and compliance testing, BenefitWorks is a one-stop shop for retirement planning services for your business.We also provide financial planning and investment services for individuals.Our experienced professionals are equipped with informational resources and user-friendly technology. We educate Plan Sponsors, Trustees and other decision-makers of their fiduciary responsibility – as well as best practices to help insulate you from fiduciary liability.With BenefitWorks, you can expect:• Comprehensive, no-obligation analysis of your current plan• Refreshing insights • No hidden fees or agendas • No commissions• The personalized attention you deserve• Powerful and user-friendly technology• A relationship you can trust• Transfer of plan assets made easyBut don't just take our word for it. We encourage you to talk with our clients.