We Design and Administer Retirement Plans with Unparalleled Attention to Detail and Personalized Service.
Trying to understand all of the legal regulations for your retirement plan can make your head spin. Let us assume the hard work of making sure everything is in order. We even work directly with the IRS in the rare case of an audit so you don’t have to.
Our administrators have a small caseload so they can focus on you and develop familiarity with your needs. When you call us with your questions, we remember previous interactions so you never have to recreate the wheel of conversation.
We’re not going to surprise you with fees down the line because you missed something. It’s our responsibility to make sure the job is done completely and correctly while answering every question you have along the way.
We design and administer customized plans that meet the needs of business owners, human resource professionals, and financial advisors. Our administrators’ experience, advanced certifications, and low caseloads mean you get a high level of service that saves you time and money.
“We started our 401(k) plan nearly 20 years ago and recently moved the administration to BRI. They have been very responsive and proactive in handling our account and continue to keep us informed as well! Beth promised shorter turn-around times for our work and she kept her word. The crew at BRI has been great and give us confidence that our plan will receive the excellent, personal service we need.”
Financial advisors and CPAs have come to rely on Benefit Resources as their preferred TPA for retirement planning services. We help identify and administer the retirement plans that meet the specific goals identified for clients by their advisors so they can focus on the funds.
“Benefit Resources has been a huge help in explaining 401(k) plan and contribution details. The company is very quick to respond to any questions or concerns we might have. We are very glad to have them as a resource!”
We take care of your retirement plan services, handling every element of your plan throughout the year, so you can focus on your business. Most importantly, we help you maximize net income, grow retirement, and offer a valued benefit to your employees.
“Benefit Resources, Inc. is my go-to strategic partner for retirement plan administration. They make ongoing plan administration easy for both the advisor and plan sponsor with their excellent service. Also, the BRI team does a great job of explaining pension plan options in a way that is easy to understand for anyone that is new to the pension plan world.”