Our Approach

As a full-service retirement plan management firm, Benefit Strategies serves a wide variety of clients throughout the Mid Atlantic region.

Founded in 1979

Retirement Plan Management

Founded in Roanoke, Virginia in 1979 by Donald J. Potter, Jr., our firm now offers a variety of professional services in all facets of retirement plan management. We have the personnel and strategic resources that help our plans meet the challenges of a constantly changing regulatory and investment environment.

We Make it Easy & Convenient for you

We Save You Time & Money

We Provide Total Retirement Plan Management & Personal Service

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.