Testimonials

Hear what our happy clients say about having us on their team.

TakeOver Plan
“We started our 401k 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.”
Lori Raderschadt, SVP, Buzz Oates
Financial Advisor
“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.”
Matt Page, Partner, Lucas Group Financial Planners, Inc.

Our References

auburn-construction
atlas-financial
coastal
vision-pilots
medic-ambulance
safca
lcs-technologies
rcp-construction
sierra-striping
lucas-group
hiram-banks
buzz-oates
Refrigeration_Solutions_Inc
t-r-communications
axenia-biologix
I love my new combo plan! Where else can you sock away that kind of money tax free?
Hiram Banks, President, Hiram Banks Lighting Design
BRI is always very quick to respond to my questions. I feel comfortable using them as a sounding board for ideas I have regarding my plan. Excellent customer service!
Owner, Vision Pilots
Benefit Resources has been a huge help in explaining 401K 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!
Rick Poipao, President, RCP Construction

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