The BRI Difference

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.

A Business Retirement Plan for Exactly What You Need—Nothing More

There’s no shortage of business retirement specialists, but now is the time to be a bit picky about your choice for a retirement plan administrator. You'll want to choose a Third Party Administrator (TPA) that is focused on designing the best plan to maximize your tax deductions, keeping everything on track, and working for you in the years to come.

We want to make sure you have the best solutions for your specific needs so we operate with integrity, produce quality reporting, keep the interest at the forefront, and maintain our clients’ confidence. Our retirement specialists make sure to understand your goals, and then create a plan that maximizes the benefits for your particular situation.

You can rest easy knowing that we're going to give you the best advice for your unique business. If your needs are met with a simple plan that doesn’t require heavy administration and reporting, we’ll give you that honest assessment.

Four BRI employees

Deep Experience Matched with Personalized Service

Benefit Resources has developed deep expertise in our thirty years in business. Each of our retirement specialists take continuing education seriously, maintaining certifications and cutting-edge education, so you can be sure you’re receiving the latest and best information. Our job is to help you make informed decisions, design the best plan for your unique needs, and always make sure it is in compliance and running smoothly. We’re here to make sure you get as much benefit as possible out of your company’s retirement plan without a whole lot of extra effort or research.

While some business owners come to us ready to switch from another provider, others are starting from the ground up. We take the time to discuss concerns, give detailed plan illustrations, and show you your options.

We’re more than your Third Party Administrator, we are your personal administrator—the next best thing to hiring a dedicated employee of your own. We care about you, your business, and the outcomes from your retirement plan. We know our clients inside and out and love to help your business do better in any way we can.

Four BRI employees and a desk

Let us help you and your employees retire with confidence.

See how we can help