Our Retirement Services

The retirement scene is changing rapidly. Financial, market and regulatory changes make it extremely difficult for companies to design retirement programs that align with business goals and optimize results for both employers and employees.

Retirement Consulting

Retirement plan sponsors seek objective, impartial and independent advice to ensure that their plan is equitable to employees, sustainable for their company and compliant to current regulations.

Investment Consulting

Retirement plan sponsors look for independent, tailored, multi-faceted approaches in this complex investment environment to enhance their plan’s investment experience.

Fiduciary Guidance

Fiduciary audits, governance reviews, and policy assessment and development are invaluable tools for retirement plan sponsors to fulfill their fiduciary obligations.

Retirement Education

Employees deserve more than “one-size-fits-all” retirement savings and investment advice. Personalized guidance and advice paralleled with wide-ranging investment choices, including index funds and ETFs, provides employees a tailored, cost-effective solution for their retirement savings needs.

Helpful Resources

 

To support your clients, we invite you to view our helpful resources…

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.