Certified Public Accountants

Our job is to make the retirement plan work its best.

A good retirement TPA makes perfect sense

Let BRI help you maximize your client’s annual deductible contribution opportunity.

The Tax Game

Proper accounting is an art form since there are many options to consider in pursuit of a goal. The retirement plan can be a very useful part of your strategy and we’re here to help:

  • Partner with you to add value to your client
  • Illustrate maximum and minimum funding
  • Regular communication
  • Accrual-basis accounting and thorough trust reconciliation

Know the Rules

CPAs understand better than most that you have to know the rules to play the game. A good 401(k) administrator uses the regulations to recognize opportunity:

  • Review a client’s existing plan for effectiveness
  • Make the plan work for the company
  • If a plan doesn’t fit, make it free for the sponsor

Plan Audits

Auditing 401(k) plans requires a lot of skill and defined procedure. If you can’t depend on the TPA to produce good work, your job is much tougher. We’re the retirement TPA who:

  • Can answer specific questions about our results
  • Is regularly referred business by plan auditors
  • Provides comprehensive reporting, often to your specification

See how we benefit our financial advisor partners

Benefit Resources Blog

Our blog and resource website section offers valuable insights and information on retirement benefits, helping you make informed decisions for a secure future. 

Helpful Resources

Choosing the Right Plan

Choosing the right plan for your business is paramount in the successful outcome of the plan.

Ultimate Tool Kit

A comprehensive overview of the important considerations when setting up a retirement plan