You are the top priority. Benefit Resources means retirement plan administration with fast response times and the highest standards.
Effective Communication
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.
Quality of Work
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.
Timeliness
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.
Plan Administration Services
Eligibility
- Highly compensated and key employee determination
- Eligibility determination
Compliance
- Applicable compliance testing
- Contribution calculation assistance and determination
- Reconciliation of trust account activity with client data
- Safe harbor auto-enroll notices
Filing & Reporting
- Regular payroll remittance (limitations may exist)
- Financial statement preparation on accrual-basis
- Comprehensive administrative reporting
- Government filing preparation - Form 5500 and related schedules
- Summary Annual Reports
