New Video: How to Read Your Monthly Financial Statement

The Benefits Trust financial statement is an important tool that provides a clear monthly snapshot of your benefit plan’s financial status.

At The Benefits Trust, we are committed to providing service excellence, clarity, and transparency to all of our clients.

Recently, we developed a reference video that is designed to help benefit administrators and advisors understand how to read their monthly financial statements.

Watch the video below, and if you still have questions about how to read your statements or about your benefits plan, please don’t hesitate to contact our office!

The Benefits Trust helps small and mid-sized businesses build custom benefits plans that meet their specific needs. Contact us today.

Visit our Administrator Resource Centre for access to forms and FAQs.

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Mike Ignatz

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