The Reach
of a National Provider
The Focus
of an Industry Leader
The Service
of a Family-Run
Business
Why Partner
with Benefit Resources?
Protect relationships.
Simplify administration.
Gain a partner you can trust.
As a financial advisor, your focus should be on guiding clients and growing relationships, not on retirement plan administration. Benefit Resources takes the compliance and ERISA specifics off your plate so you can focus on the investment portfolio and participant education opportunities.
Your Relationships First
We support your role as the trusted advisor and never compete for your clients’ attention.
Compliance Covered
We stay on top of filings, deadlines, and requirements so your clients avoid penalties and costly mistakes.
Less Work, More Value
We handle the day-to-day plan administration so you can deliver more strategic guidance with less effort.
Beyond Administration. Real Support.
Benefit Resources helps financial advisors grow their practice and deepen client trust.
Win More Plans
We help financial advisors build credibility with prospects by reviewing 5500s and plan documents, identifying opportunities, and providing talking points that set you apart.
Optimize Plan Design
Our team performs comprehensive reviews to maximize contributions for owners and key employees while improving participation which saves you time and adds measurable value.
Keep Clients Confident
Your clients get proactive service, a dedicated personal administrator (instead of a call center), and effective communication from their TPA, positioning you as the advisor who delivers 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