Benefit Strategies
Our Services & Solutions
We offer the following services and solutions:
Retirement Plan Services
Benefit Strategies, Inc offers a complete suite of capabilities with regards to retirement plans. Our capabilities include:
- Needs Analysis
- Plan Design
- Plan & Trust documents
- Integrated Administration
- Investment Market & Manager Research
- Asset Allocation & Portfolio Construction
- Communication & Investor Education
- Retirement Analysis & Wealth Planning for Executives
Custom Consulting
Benefit Strategies offers maximum flexibility as a firm when interacting as consultant. We will identify and analyze your company’s needs, while drawing from a broad range of plan designs, such as:
- Defined Benefit plans
- Defined Contribution plans
- Profit Sharing plans
- 401(k) plans
- ESOP plans
Quality Service
With Benefit Strategies, you and your company will experience an ease ofcontinuous operation, while we work and administer the correct plan for you.
Document Services
As a firm, we offer comprehensive documentation and IRS submission, so that you understand the processes and don’t have to deal with the time-consuming and oftentimes confusing paperwork.
Recordkeeping & Administrative Services
In additon, Benefit Strategies conducts fully integrated plan and investment administration, including compliance & reporting and daily valuation support.