Case Study: Benetech scales client service with Vestwell Flex

How Benetech Expanded Their Business as a Vestwell Flex Partner

Benetech, a third-party administrator (TPA) for retirement plans founded in 1974, partnered with Vestwell to overcome a significant challenge with inefficient communication from recordkeepers. These communication gaps created critical delays of days or even weeks for their clients, complicating administration and threatening client satisfaction. Benetech needed a recordkeeping partner that provided clear, open communication and integrated operations.

By implementing Vestwell's Flex program, Benetech gained access to a consolidated pricing model, over 100 payroll integrations, and a commitment to collaborative partnership from Vestwell. This solution streamlined the sales and client onboarding process, automated administrative tasks, and delivered a cohesive, seamless experience for their clients. The partnership with Vestwell has enabled Benetech to scale their operations effectively and increase sales in their core distribution channels.

Benetech

Phil Dabney

Vice President of Sales and Marketing