Your Trusted Partner for Qualified Retirement Plan Strategy.
Better tax solutions start with retirement plans designed for optimized performance. We work with CPAs to ensure all qualified plan options are considered when helping their clients develop effective and appropriate benefit and deduction strategies.
The Reach
of a National Provider
The Focus
of an Industry Leader
The Service
of a Family-Run
Business
Why Do CPAs Partner with Benefit Resources?
As Certified Personal Accountant, your clients rely on you to protect their financial picture and avoid costly mistakes. Benefit Resources works with you to ensure retirement plans are designed and administered correctly, giving you confidence and freeing your time for higher-value client work.
Compliance, Covered.
We review filings, deadlines, and plan design details so your clients avoid penalties and remain compliant.
Trusted Guidance
Our team brings decades of expertise in retirement plan administration, prepared to present recommendations you and your client can consider incorporating into current tax strategies.
Less Work, More Confidence
We consider your client’s potentially fluctuating need for deductible expenses when designing their benefit program to avoid burdensome mandatory contributions. You give us a number and we align it to the client’s preferences. process so you and your clients stay focused on their financial goals.
Accurate plans.
Streamlined administration.
A partner CPAs can trust.
How We Help You Succeed
Beyond Tax Returns. Real Support.
Benefit Resources partners with CPAs to assume retirement plan administration, responsibilities, strengthen tax strategies, and build client confidence.
Reduce Risks
We review our clients’ plans for all IRS and DOL requirements, helping CPAs make confident recommendations and protect client trust.
Enhance Tax Outcomes
Our expertise in ERISA regulations help to optimize contributions, dial-in deductions, and improve overall tax efficiency for business owners.
Proactive Support
We anticipate challenges before they become problems, providing CPAs and their clients with responsive service and a dedicated resource they can count on.
Retirement plan support that ensures compliance and strengthens tax strategies.
The CPA's TPA Partner.
From plan design and maintenance to annual administration, we handle the details so you can focus on higher-value client work. Together, we strengthen strategies and partner with you to deliver optimal results.
How We Work Together.
A clear process that makes retirement plan administration easier to manage.
Step 1 — Talk With Us.
We take care of the details like plan design, contributions, and key deadlines so you save time, maximize tax savings, and stay stress-free.
Step 2 — We Design the Right Plan.
Our team ensures the plan provisions and compliance framework fit your business and provide the benefits you want.
Step 3 — Ongoing Support.
We stay with you every step of the way, keeping your plan compliant, funded properly, deadlines met, and questions answered year after year.
In Our Clients’ Words.
Testimonials
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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
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
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