We believe in the value of an independent TPA in the success of all retirement programs, big or small. Thirty-six years and thousands of plans later, BRI is still growing and going strong helping business owners across the country focus on their business and retire with confidence.
Our innovative ideas and ability to think outside of the box help companies prosper during economic abundance and make ends meet when times get difficult.
We care about you. Whether you become a client or not, we’re here to answer your questions and help you make the best decision for your business retirement plan.
At Benefit Resources we provide Third Party Administration (TPA) services to help companies meet all annual compliance testing and filing requirements that come with a qualified retirement plan. It doesn’t matter if the plan is a traditional Defined Benefit pension plan, a 401(k) plan, 403(b) plan or profit sharing plan — all retirement/pension plans need plan administration services and we offer the best value in the business.
Beth has devoted her career to helping businesses design and administer state-of-the art retirement plans. She established Benefit Resources in 1987 after graduating from U.C. Davis and spending 8 years in the fields of banking, accounting, and financial planning. She is an IRS Enrolled Retirement Plan Agent and holds a certification as a Qualified Pension Administrator. Beth is a dynamic speaker and writer. She enjoys reading, playing tennis, and playing with her grandsons.
Matt joined Benefit Resources in 2013 with plans to prepare the firm for the next thirty years through technological advancement and strategic market positioning. He is certified as a Qualified 401(k) Administrator, has a degree in engineering from U.C. Davis, and a passion for the success of private retirement in America. Ensuring BRI continues to be a valuable resource for our clients and a great place to work for our employees is of paramount importance. He enjoys his growing family and tinkering with his projects.
Kathy’s experience in the retirement plan industry spans over three decades. In 2006 she joined the Benefit Resources team. She is responsible for work assignments, quality and control review, development, client consultations, and in-house training. Kathy’s passion is education. Kathy is the President of the Sacramento chapter of the Western Pension & Benefits Council and Vice President Continuing Education Officer of their Governing Board. Kathy also teaches the Employee Benefits at the U.C. Davis Extension Certified Financial Planning course. She is an IRS Enrolled Retirement Plan Agent, and has certifications as a Qualified 401k Administrator, Qualified Pension Administrator, and successfully completed the Employee Stock Ownership Plan Administrative Course. Kathy is a devoted animal lover and currently has two active dogs and one lazy cat.
Kim is a perfect example of home-grown talent. She started at Benefit Resources as our receptionist and quickly took over the day-to-day activities necessary to run our office. She has served as our office manager and accounting manager for over two decades. She is responsible for our accounts receivable, accounts payable, and payroll. Kim brings common sense and institutional knowledge to work every day.
Our blog and resource website section offers valuable insights and information on retirement benefits, helping you make informed decisions for a secure future.
