# Benefitworks

Benefitworks is a Bank / Wealth / Trust based in Lebanon, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Lebanon, United States
- **Region:** North America
- **Address:** Lebanon, NH, United States
- **Founded:** 1984
- **Assets under management:** Undisclosed
- **Website:** benefitworks.com
- **LinkedIn:** https://www.linkedin.com/company/benefitworks

## Regulatory record

- **Reports private funds:** No

## About

BenefitWorks is a Lebanon, Pennsylvania-based investment advisor and retirement services firm. It was acquired by Fulton Financial Corporation on November 23, 2020.

## 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.

## Related profiles

- [Beneficial Financial Group](https://altss.com/profile/beneficial-financial-group)
- [Benesse Group Pension Fund](https://altss.com/profile/benesse-group-pension-fund)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/benefitworks

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