Tax Professionals

As total retirement plan management experts, Benefit Strategies is committed to providing you and your clients the objective, knowledgeable, and tax-conscious advice necessary to administer all the elements of their retirement plan.

Serving tax professionals

Your Clients Deserve the Best

With changes to the Internal Revenue Service Code regarding plan determination, qualified sponsors can anticipate more frequent audits of plan documents and related plan administration. To assure that your client’s plan is qualified and operationally compliant, Benefit Strategies, can provide your client with a Plan Qualification Review. We will provide a thorough assessment your client’s plan and share our recommendations as to how the IRS Code qualification requirements should be satisfied.

Our Strategies for
Your Client’s Success

  • Custom plan design to suit your client’s goals and objectives and optimize available tax incentives and employee benefits.
  • Data-driven, objective recommendations to satisfy ERISA-mandated fiduciary obligations of your client to their employees.
  • Non-incentivized financial product recommendations provided by United Income.
  • Ongoing plan asset and participant account recordkeeping and compliance to satisfy a plan audit.
  • Technical understanding of federal requirements and regulations to prepare the necessary Plan and Trust documents, federal tax filings, participant notices and administrative reports.

Benefit Strategies

Total Retirement Plan Management

Contribution Allocation Analysis

Trust Accounting

Administrative Reporting

Tax Filings

To support your clients, we invite you to view our helpful resources. Of particular interest is our Plan Sponsor Video Series which you can find under Employer Education. Feel free to point your clients to this informative 9-part video series that will help them better understand their role as a sponsor of a qualified retirement plan.

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.