Susan Baum's Professional Contact Details

HQ
+1717-273-8441
Location
Lebanon, Pennsylvania

Susan Baum's Current Company Details

BenefitWorks' registered investment advisors, record keepers and administrative staff are committed to core values of integrity, service, innovation and growth, a commitment that has gained them a reputation fo...
BenefitWorks' registered investment advisors, record keepers and administrative staff are committed to core values of integrity, service, innovation and growth, a commitment that has gained them a reputation for expertise in retirement planning. Continuing education, a requirement for advisors and recordkeepers, assists in guaranteeing that our clients can expect the highest level of service daily.Because we're independent, we offer a different approach – one that provides complete transparency of fees and total objectivity in our investment recommendations. With a bundled approach to investment advising, retirement plan recordkeeping, and compliance testing, BenefitWorks is a one-stop shop for retirement planning services for your business.We also provide financial planning and investment services for individuals.Our experienced professionals are equipped with informational resources and user-friendly technology. We educate Plan Sponsors, Trustees and other decision-makers of their fiduciary responsibility – as well as best practices to help insulate you from fiduciary liability.With BenefitWorks, you can expect:• Comprehensive, no-obligation analysis of your current plan• Refreshing insights • No hidden fees or agendas • No commissions• The personalized attention you deserve• Powerful and user-friendly technology• A relationship you can trust• Transfer of plan assets made easyBut don't just take our word for it. We encourage you to talk with our clients.
401k
financial planning
plan recordkeeping
compliance testing
estate planning
asset protection
403b & other defined contribution plans
best practices counseling
investment management
plan documents
financial advising
retirement planning
financial services
law practice
legal services

Susan Baum's Work History and Education

Others Named Susan Baum

Sr. Program Manager - Strategic Programs (HPC) at Hewlett Packard Enterprise
Senior Accounting Manager at Nuvation Bio
Adv Acct Assoc/First Energy at First Energy Corporation
Assitant Store Manager at
Director, Human Resources at Orange Research
Professional Realtor at Compass

Frequently Asked Questions about Susan Baum


What company does Susan Baum work for?

Susan Baum works for BenefitWorks.

What is Susan Baum's role at BenefitWorks?

Susan Baum's role at BenefitWorks is Pension Administrator.

What is Susan Baum's email address?

Susan Baum's email address is s**@benefitworks.com.

What is Susan Baum's business email address?

Susan Baum's business email address is s**@benefitworks.com.

What is Susan Baum's HQ phone number?

Susan Baum's HQ phone number is +1717-273-8441.

What industry does Susan Baum work in?

Susan Baum works in the Financial Services industry.

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