We anticipate your needs. Benefit Resources Inc. administers every type of qualified retirement plan for best service and optimal results.
You are the top priority. We are more than 401(k) plan administrators—our clients range from solo cash balance combo plans to non-profits with hundreds of participants in 403(b)s.
Your personal administrator is your single point of contact who will understand every aspect of your plan down to the participant level. Frequent communication allows us to identify changes in your circumstances that signal it might be time to alter your retirement plan.
We regularly review your plan to make sure everything is operating as it should. Our thorough process behind the scenes ensures the compliance of your plan; our detailed reporting is essentially an insurance policy for the rare circumstance of an IRS audit.
When you reach out to BRI, you’re not dialing in to a call center—you’re connecting directly with your personal administrator for all your questions. We pride ourselves on extremely fast response times for all your inquiries.
A critical component to plan testing is knowing how to classify the people who work for you.
Concerned about plan compliance? So are we.
We prepare your IRS financial disclosure/Form 5500 and wrap the plan year up with a comprehensive collection of reporting which summarizes the plan year.
Our blog and resource website section offers valuable insights and information on retirement benefits, helping you make informed decisions for a secure future.
