Investment Consulting

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

We strive to reduce plan costs and maximize participant outcomes through…

Investment consulting

United Income’s investment modeling and monitoring techniques can help you meet your fiduciary duty, manage risk and minimize costs for both you and your employees.

Investment management

In the current environment of volatility and change, many plan sponsors are finding that traditional solutions for investment strategy, plan design, and committee governance are no longer meeting their needs. United Income offers a comprehensive solution for employers’ investment-related fiduciary responsibilities and offers personalized guidance to employees and their families on retirement planning.

Are you looking for a different retirement plan experience?

 

One that considers your business, your tax and savings goals, and your employees and provides 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.