Serving Employers

Benefit Strategies provides Total Retirement Plan Management to all kinds of employers. We serve many banks, medical and dental practices, professional service firms, government bodies, nonprofit organizations, construction companies, light and heavy manufacturers, mining operations, retail and wholesale operations.

Serving employers

Our Clients – Large & Small

Our clients range from small to very large, from a few employees to several thousand. Your plan is given personal hands-on attention by your assigned administration and investment teams, who you can contact directly if you have questions or concerns.

Total Retirement
Plan Management

i

Contribution Allocation Analysis

Trust Accounting

l

Administrative Reporting

n

Tax Filings

Are you looking for a different retirement plan experience?

 

One that considers your business, your tax and savings goals, and your employees to provide comprehensive solutions to meet these needs. Then, we invite you to get to know us.

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.