Serving Employees

In examining the attitudes and behaviors of our 401(k) plan participants, we learned something very important!
As you can see by the participant response rates, you want us to KEEP YOU ON TRACK for your retirement goals.

We heard you.

%

Selecting Investments

%

Tracking My Progress

Source: T. Rowe Price

What kind of advice or support would be useful for saving in your current 401(k)?

We want to help you.

Serving employees

We Keep You on Track

Through United Income, we offer clients personalized retirement planning advice and investment management solutions.

Financial Analysis

You and your spouse are able to obtain a free personalized planning analysis from United Income.

Investment Advice

United Income provides timely market overviews and specific fund information to help guide clients in their selection of investments.

Retirement Planning

United Income offers personalized retirement advice based on the data you provide to calculate:

How much you will need in retirement to meet your specific spending goals?

How long your retirement funds will need to last?

How to best invest your funds to minimize risks, save taxes and protect your social security and Medicare benefits?

How much you will need to save each pay period to retire when you want?

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.