Benefits Square offers a variety of retirement plan strategies that include, 401(k) , 403(b) , Defined Benefit Plans, Pensions, Deferred Compensation Plans and Executive Bonus Plans. All that meet each investors needs – from the beginner to the highly sophisticated. If you are looking for a one-step investment approach, we offer several possibilities, including target date and risk-based asset allocation portfolios. We partner with Vanguard, Blackrock, Invesco, 1290 Funds, Goldman Sachs, Morgan Stanley, JP Morgan and more.
All of our solutions integrate fully with all payroll providers and benefits administration platforms. i.e. Paylocity, ADP, Paychex, Employee Navigator, bswift, Benefit Focus and more.