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In 2008 United Benefit Services partnered with Michael J. Winn of the Winn Gingras Financial Group to form United Benefit Retirement Services. This joint entity combined the growing success and depth of United Benefit Services with the experience and expertise within the Retirement Plan Industry of the Winn Gingras Financial Group.
The partnership brings more than 25 years experience in developing a consultative approach to help companies select the best possible benefit solution for their needs as well as that of their employees. We have earned our designation of Chartered Retirement Plans Specialist from the College of Financial Planning and are an Accredited Investment Fiduciary. Our experiences will help design a plan that is cost effective, and that delivers the expectation for recordkeeping, administration, investments, and service.
Because we do not offer any proprietary products, we have complete autonomy in investment selection and plan design, In addition, our designation and licensing to act as an Investment Advisor Representative, allows us to work with our clients to offer the most cost effective solution while delivering high quality individual investment advice to plan participants. We can provide a complete array of Fully Bundled Turnkey, or Unbundled TPA Open Architecture Defined Contribution Plans. Whether is be Co-Fiduciary capabilities, robust employer and participant websites, personalized enrollment materials, or company specific education platforms, our group can provide access to the plan features that are best suited and desired by our corporate clients.
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