40 Years of Experience – A Tradition of Excellence
Working with Benefit Strategies means working with an industry leader in personalized retirement plan management with four decades of building relationships
Your retirement plan management solution
About Benefit Strategies
Forty years ago, Donald J. Potter, Jr. founded the first privately owned, fee-only retirement plan consulting firm in Southwest Virginia. Benefit Strategies offered employers an alternative to the bank trust departments that dominated this market. By focusing on new plan designs and the administrative team to support them, Benefit Strategies was a pioneer in establishing 401(k) plans, multi-tiered defined benefit plans, and cross-tested profit sharing plans.
You are served by experienced, objective and well-trained consultants who are highly skilled in each of their specialties.
Benefit Strategies, Inc.
McVitty Executive Park
2766 Electric Road, Suite B
Roanoke, VA 24018
T: (540) 989-2020
F: (540) 989-1212