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Benefitworks
BenefitWorks is a Lebanon, Pennsylvania-based investment advisor and retirement services firm. It was acquired by Fulton Financial Corporation on November 23,...
Overview
BenefitWorks is a Lebanon, Pennsylvania-based investment advisor and retirement services firm. It was acquired by Fulton Financial Corporation on November 23, 2020.
General information
Firm type
Bank / Wealth / Trust
Year founded
1984
Location
Region
North America
Country
United States
City
Lebanon
Corporate office
Lebanon, NH, United States
Frequently asked questions
Does Benefitworks manage investment assets or just design compensation plans?
The firm designs the plan architecture — deferred compensation, bonus programs, and insurance funding — and assists with the regulatory and cash-flow management. It does not market itself as a discretionary asset manager, and no public record shows registered investment-company or pooled-vehicle activity.
How does Benefitworks differ from a traditional wealth manager?
A traditional wealth manager allocates personal investment portfolios and reports on market performance. Benefitworks operates one layer further back: it designs the compensation structure that generates the wealth, then coordinates the informal funding vehicles that support the promised benefit — without serving as the end-investor's asset manager.
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