We Listen & Understand.
We Counsel & Guide.
We Keep You on Track.

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.

Our Professionals

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

Benefit Strategies, Inc. (Benefit Strategies) is a wholly owned subsidiary of United Income, Inc. (“United Income”). Benefit Strategies does not provide investment advisory services to individual clients or retirement plan sponsors. United Income provides investment advisory services to retail clients and retirement plan sponsors, including clients that are also clients of Benefit Strategies’ administration services. United Income is an SEC-registered investment advisor, located in Washington, DC, and open to residents of all 50 states, the District of Columbia, Puerto Rico, Guam, and the U.S. Virgin Islands. Registration as an investment adviser does not imply a certain level of skill or training. Please download United Income’s latest Privacy Policy here. The opinions expressed throughout the website are those of Benefit Strategies and are subject to change without notice. Information provided on the website is from sources Benefit Strategies believes to be reliable, but the accuracy of such information cannot be guaranteed.