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!
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- Mitigating Risk in Your Client’s Benefits Plan Design – Part 1 - September 24, 2020
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