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 experienced retirement consultants want to work with you to administer the ideal plan for you and your employees.
Donald J. Potter, Jr.
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
Roanoke College (B.A. – 1971)
Gwendolyn H. Potter
Manager of Administration & Compliance — Benefit Strategies, Inc.
Virginia Western (A.A. – 1985)
Compliance Administrator — American Society of Pension Professionals & Actuaries
Qualified 401(k) Administrator — American Society of Pension Professionals & Actuaries
Robin F. Harris
Senior D.C. Administrator — Benefit Strategies, Inc.
- Virginia Polytechnic & State University (B.S. – 1989)
- Virginia Polytechnic & State University (M.B.A. – 1991)
Robin M. Louthen
Senior Actuarial Administrator — Benefit Strategies, Inc.
Roanoke College (B.B.A. – 1985)
Qualified Pension Administrator — American Society of Pension Professionals & Actuaries
Experienced, objective and well trained
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