Retirement Consulting

As a recognized leader in retirement plan services, Benefit Strategies’ retirement consultants have the extensive expertise necessary to help design best-in-class strategies for effective and efficient retirement solutions.

We provide independent advice, tailored solutions regardless of size or market segment, and a full suite of consulting services.
 

We offer an extensive spectrum of retirement plan services…

Plan Design

We provide data, benchmarking, tools and the expertise necessary to help you establish or improve your company’s retirement plan. We’ll analyze the unique details of your plan’s goals and priorities, evaluate the financial and benefit implications of alternative designs and look at new concepts and approaches. Our comprehensive review of your company’s plan provides you with the information you need to design the ideal plan for you and your employees.

Defined Contribution

We analyze your company’s objectives and employee population to help you meet your retirement planning goals with a range of defined contribution services and solutions. Our holistic review will help you decrease risk, mitigate uncertainty and cost, while maximizing the value you deliver to employees.

Administration & Communication

We provide both defined contribution and defined benefit plans best-in-class recordkeeping, compliance services and client service to help participants understand your retirement plan—through print, call center and web solutions.

Actuarial Services

Extensive expertise, combined with state-of-the-art tools, give our actuaries an unmatched ability to help you manage plan risk and exposure and understand plan liabilities.

Regulatory Guidance

We help you understand statutory and regulatory requirements that may impact your business and help you balance business considerations and plan-related risks.

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.