Mission & Commitment

Our Tradition of Excellence

Technologies change; markets ebb and flow but comprehensive, independent, objective advice is a timeless concept. So too are our underlying principles – delivering knowledge with integrity and service.

As specialists in managing retirement plans, Benefit Strategies is committed to providing objective, impartial and independent advice for all the elements of your plan.

Experienced Specialists

Strategic Alliances

Innovative Technology

Our Commitment

  • Our custom plan design and operation practices are driven by our client’s objective to provide meaningful retirement benefits to employees and the prudent use of available tax incentives.
  • Our administrative services are rooted in our technical understanding of federal requirements and regulations.
  • Our plan recommendations are based solely on quantitative and empirical data, coupled with ERISA’s mandate for fiduciaries to perform as “prudent experts.”
  • We are not compensated for the sale of any financial firm’s products.
  • We perform all of the services needed to make each facet of a retirement plan cost-effective and productive.
  • We provide highly-personalized Total Retirement Plan Management at an affordable cost.

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.