Trusted Guidance
for Every Step.
Switching providers often raises important questions. Is your plan still the right fit and are you getting the service you deserve? That is where Benefit Resources comes in.
Understand Your Options.
We review your current plan and highlight areas that may be limiting growth, service, or compliance.
Simplify the Transition
We manage the details so the switch feels seamless and you can stay focused on running your business.
Stay Compliant
Our experts handle filings and requirements, protecting your business from costly mistakes.
Gain Dedicated Support
You’ll always have a direct point of contact who knows your plan and is there when you need them.
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
Compliance Made Clear.
Timely updates and resources from your retirement plan partners.
Partial Plan Termination: What Employers Should Know
Know when layoffs or changes may trigger IRS-required plan action.
Avoiding a Plan Audit (and cutting costs!)
Cut retirement plan costs by exploring ways to avoid a Form 5500 audit.
Impact of Merger or Acquisition on Company Retirement Plans
What to expect when ownership changes and how to protect your retirement plan.
