Retirement Planning with BRI

Design and administration for all types of qualified plans and work that other retirement Third Party Administrators (TPAs) pass off to their clients or ignore completely. You focus on your business, we take care of your retirement plan.

Benefit Resources is the professional retirement TPA firm for companies looking for actual service.

We listen to your goals and help you decide on the right plan for your company, even if it means developing a niche plan to meet your needs. We get to know you and your business to determine the best options available to your company and employees.

We take care of you every step of the way. As our commitment to clients, you can expect fast turnaround standards—no more getting lost in the corporate phone trees or email inbox. We answer the phone and know you by name, no account number needed—our administrators are that familiar with your plan.

Plan Design

Benefit Resources designs custom retirement plans. We have the deep knowledge base to ask the right questions and to provide the right options to design a plan that is the perfect fit for you and your employees.

Plan Administration

Your dedicated administrator works to ensure your plan continues to meet your goals and remains within compliance standards. If your situation changes, we proactively communicate with you to make sure your plan grows right alongside your business.

Switching Plans

The most common reason companies consider moving their retirement plan to a new TPA is poor service. Your dedicated administrator will be able to answer your questions and is easy to get a hold of.

Annual Limits

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Benefit Resources retirement plan specialists design and administer qualified retirement plans for businesses.

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