We Provide the Extra Support You Need.
Here are four great reasons why Financial Advisors work with us:
We don’t offer investment advice—our customized plan solutions, compliance, and administration help you shine. Our expert 401(k) plan administration helps ensure your clients’ plans stay compliant, reducing fiduciary risk for you as the advisor.
We boost your credibility and help clients navigate complex plan requirements with our compliance expertise. As a proactive retirement TPA, we keep an eye on regulatory changes and plan opportunities, so you can deliver extra value to your clients
We are not a “one size fits all” shop—we work with your preferred investment providers and help offset plan costs through vendor fee programs.
You and your clients get a dedicated Analyst who will provide fast, reliable support that saves time and hassle. Questions on 401(k), 403(b), or 457 plan rules get answered quickly, freeing you to focus on investment strategy.
We don’t offer investment advice—our customized plan solutions, compliance, and administration help you shine.
We boost your credibility and help clients navigate complex plan requirements with our compliance expertise.
We are not a “one size fits all” shop—we work with your preferred investment providers and help offset plan costs through vendor fee programs.
You and your clients get a dedicated Analyst who will provide fast, reliable support that saves time and hassle.
The SECURE and SECURE 2.0 Acts have made it easier than ever to sell retirement plans.
Business owners can now receive up to $16,500+ in tax credits just for starting a plan—and that’s before making a single employer contribution.
Startup Plan Tax Credit
Eligible businesses with 100 or fewer employees can claim a tax credit to offset the cost of setting up and administering a new 401(k), 403(b), or other defined contribution plan.
Automatic Enrollment Tax Credit
New plans that include automatic enrollment can claim and additional $500 tax credit each year for up to 3 years.
Employer Contribution Tax Credit
Businesses with 50 or fewer employees may qualify for another tax credit for making employer contributions (such as matching or profit sharing) to the new plan.
We are your partners!
We can help you use these incentives to deepen relationships, add value, and grow your retirement plan business!
Let’s partner together to help your clients build a tax-smart plan that maximizes their contributions, and attracts and retains employees!
How Benefits² Administrators helps Employers and Financial Advisors Nationwide
401(k) Plans | 403(b) Plans | 457(b) Plans | Profit Sharing Plans | DB/DC Combo Plans
We Facilitate Plan Design – We Manage Compliance – We Prepare and Submit IRS Filings
WE FACILITATE PLAN DESIGN
WE MANAGE COMPLIANCE
WE PREPARE AND SUBMIT IRS FILINGS
Our detailed compliance practices help reduce the likelihood of costly plan errors, IRS audits, or DOL penalties.
Let us help you!
Smarter Payroll Sync©
Seamless Contributions. Automatic Deferral Updates. Eliminate Year-End Hassles.
Limited 3(16) Services
We Sign the 5500 and Distributions—You Stay Focused on Your Business.
To view our webinar announcing our additional services, see click the play button below:
