Welcome Back, Let’s Continue Your Journey!
Click here to log into your Plan Sponsor Link Portal
Manage Your Retirement Plan with Plan Sponsor Link
Plan Sponsor Link is your secure platform for managing all aspects of your retirement plan. From year-end data collection to additional funding requests, this portal is designed to streamline document sharing, securely collect and send required forms, and complete necessary tasks like signing your Form 5500. Stay organized and compliant with ease, using Plan Sponsor Link to manage your retirement plan efficiently.
Looking for additional information or help? Call our switchboard at 267-498-0059
FAQs
Do I have to continue to use a C-Ccorp to use this plan?
Yes, as long Qualified Employer Securities (Company Stock) are held under the name of the Plan.
What happens if I get audited?
Our Rainmaker® Guarantee with Audit Shield protection ensures that if you follow certain terms and conditions, Benetrends will protect your plan in the rare case that there is an inquiry or audit by the Internal Revenue Service or Department of Labor. In the 40+ years we’ve been doing this, we have NEVER had a plan disqualified.
Do you have an Exit Strategy?
Selling the Plan’s stock shares is always the goal. We refer to this as an Exit Strategy. Please consult with your Benetrend’s representative when you are thinking about buying or selling Plan shares.
What are my current fees and what do they cover?
Please refer to your current service and fee schedule for details about exact price and services.
Is your C-Corp an Operating Company?
Your C-Corp must continually meet the definition of an Operating Company to have a properly structured ROBS Plan.
Do I have to supply you with annual census and year-end information?
Yes, this is vital information that we need annually to properly keep your Plan and investments in compliance with the I.R.S. and D.O.L. This is the foundation of all the services we supply and the more and better information we have from you, the better job we can do to protect the Plan.
Resources: Click to download
Yearly Advantages Flyer
DO’s and Don’ts Flyer
