Investment Solutions—Individual Investment Guidance

Individual Investment Guidance

Investment Solutions
Along with being the nationwide leader in providing solutions for contractors throughout the United States who perform projects that are subject to municipal, city, and state prevailing wage laws and the federal Davis-Bacon Act’s and Service Contract Act’s regulations and requirements; Beneco has been the pioneer and forerunner for contractors throughout the United States on other issues.

Understanding Your Investment Choices
Beneco Trust Company is among the first prevailing wage fringe benefit providers to offer individual, online investment advice—BeneCoach—to participants, plan sponsors, and IRA investors. Available 24 hours a day, seven days a week, investors can log onto BeneCoach from www.beneco.com to receive individual investment recommendations either through a step-by-step process or a non-customized glance. BeneCoach additionally estimates the investor’s likelihood to meet his or her goals, project wealth amount at retirement and annual retirement income, determine risk tolerance differences, and finally suggest contribution percentages to ensure retirement and financial growth goals are met.

BeneCoach

  • Available for All Participants in Beneco’s Plans
  • Individual Investment Guidance
  • Available 24 hours a day, 7 days a week
  • No Additional Costs
  • Customize Investment Approach(es)
  • Additional Investment Planning Calculators
  • Investment Educational Services
  • Toll Free Call Center Availability for Employee Inquiry (Bilingual)

For more information on BeneCoach and additional inquiries, please call
800-657-4796 or email at sales@beneco.com