Our Team

Benefit Strategies retains or employs the specialists who can best manage all facets of retirement plan administration including accounting, computer systems, legal, actuarial, administration and investment management, research, and review.

Over 140 years of combined experience

Experience & Professionalism

We employ senior staff members each with more than 25 years of experience in their specialties, coupled with their professional designations. Our in-house capabilities are further strengthened by a series of strategic alliances in each technical plan area. Such alliances give Benefit Strategies access to a comprehensive network of technical and institutional services for your plan.

Our Professionals

Our experienced retirement consultants want to work with you to administer the ideal plan for you and your employees.

Donald J. Potter, Jr.

Experience

President, Pension Consultant — Benefit Strategies, Inc.
Senior Financial Advisor — United Income, Inc.
President, Chief Investment Officer – SIGMA Financial Services, Inc.
Benefits Manager — Securities Insurance Corporation

Education

Roanoke College (B.A. – 1971)

 
Gwendolyn H. Potter

Experience

Manager of Administration & Compliance — Benefit Strategies, Inc.

Education

Virginia Western (A.A. – 1985)

Credentials

Compliance Administrator — American Society of Pension Professionals & Actuaries
Qualified 401(k) Administrator — American Society of Pension Professionals & Actuaries

 
Robin F. Harris

Experience

Senior D.C. Administrator — Benefit Strategies, Inc.

Education

  • Virginia Polytechnic & State University (B.S. – 1989)
  • Virginia Polytechnic & State University (M.B.A. – 1991)
 
Robin M. Louthen

Experience

Senior Actuarial Administrator — Benefit Strategies, Inc.

Education

Roanoke College (B.B.A. – 1985)

Credentials

Qualified Pension Administrator — American Society of Pension Professionals & Actuaries

Experienced, objective and well trained

Our Expertise

Plan Consulting

Actuarial

Documentation

Recordkeeping

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.