Our Mission & Commitment

As specialists in managing retirement plans, Benefit Strategies is committed to providing objective, impartial and independent advice for all facets of your plan.

Plan design and operation is driven by our clients’ objectives to provide meaningful retirement benefits and prudent use of available tax incentives.

Our administrative services are rooted in our technical understanding of federal requirements and regulations.

Our investment recommendations are based solely on quantitative and empirical data, coupled with ERISA’s mandate for fiduciaries to perform as “prudent experts.”

We do not receive any fees or commissions from investment institutions or other asset management organizations for the sale of their products.

We perform all of the services needed to make each facet of a retirement plan cost effective and productive - all at an affordable fee.