Value and Efficiency
In designing retirement plans, we determine which plans are the most cost effective and will provide the maximum tax benefits.
Full Service Provider
We are a full service administration firm, working with you from concept to administration to provide maximum retirement benefits on a cost-effective basis.
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We are a full service administration firm, working with you from concept to administration to provide maximum retirement benefits on a cost-effective basis through the following tax-qualified employee benefit programs:
Turnkey Administration
Benefit Resources functions as your retirement benefits department. We answer your questions, assess your needs and provide a custom designed program.
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Benefit Resources functions as your retirement benefits department. We answer your questions, assess your needs and provide a custom designed program that best suits owners’ and managements’ goals and objectives. Thereafter, we monitor the plans to ensure they remain in compliance with changing tax and governmental regulations. Our communication is pro-active to keep you informed and abreast of any changes that will impact your reporting and communication to participants.
Our turn-around time is second to none. We provide accurate, timely reporting, giving your employees the information they need to make informed investment decisions and understand the value of their benefit program.
Stock Plan Experts
We have extensive experience in the development and use of stock bonus plans such as ESOPs and ESOPs with 401(k) provisions (KSOPs), both leveraged and non-leveraged.
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We can assist you in determining how a stock bonus plan can benefit your company, such as serving as a market for company stock; providing tax-favored funds for growth and expansion; fostering employer motivation; and other ways.