Benetrends Blog

Why You Should Offer a Retirement Plan

[fa icon="calendar'] Sep 21, 2017 12:00:00 AM / by Molly Klein posted in Plan Services

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Retirement plans offer financial security and peace of mind. For participants, retirement planning allows for confidence in retirement and flexibility to meet life’s unexpected turns.

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How Exit Strategy Programs Are Designed--

[fa icon="calendar'] Jan 12, 2014 12:00:00 AM / by Benetrends posted in Plan Services, benetrends, profit sharing plan

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Sometimes I just get amazed at the programs some of the people marketing 401(k) rollovers use. My latest moan, is how exit strategy programs are designed.

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Retirement Plan Documents

[fa icon="calendar'] Jan 12, 2014 12:00:00 AM / by Benetrends posted in Plan Services, benetrends

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A Primer on Plan Documents


A qualified retirement plan is governed by rules outlined in a written plan document. This plan document tells the employer and employees how the plan is supposed to work; what the eligibility and vesting requirements are, how benefits are determined, and when benefits will be paid out. For most plans, including almost all Benetrends clients plans, the plan document is comprised of at least three key pieces. Each one is important and has a special purpose.

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Ensuring status as an Employee

[fa icon="calendar'] Jan 12, 2014 12:00:00 AM / by Benetrends posted in governmental regulations, Plan Services, profit sharing plan

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It is very important to be properly considered an Employee for qualified retirement plan purposes. Following are some helpful tips on this topic:

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