Plan Administration

We anticipate your needs. Benefit Resources Inc. administers every type of qualified retirement plan for best service and optimal results.

We're more than 401(k) plan administrators—our clients range from solo cash balance combo plans to non-profits with hundreds of participants in 403(b)s.

You are the top priority. Benefit Resources means retirement plan administration with fast response times and the highest standards.

Effective Communication

Your personal administrator is your single point of contact who will understand every aspect of your plan down to the participant level. Frequent communication allows us to identify changes in your circumstances that signal it might be time to alter your retirement plan.

Quality of Work

We regularly review your plan to make sure everything is operating as it should. Our thorough process behind the scenes ensures the compliance of your plan; our detailed reporting is essentially an insurance policy for the rare circumstance of an IRS audit.

Timeliness

When you reach out to BRI, you’re not dialing in to a call center—you’re connecting directly with your personal administrator for all your questions. We pride ourselves on extremely fast response times for all your inquiries.

401(k) plan administrators often spend their time selling plans. Our administrators are here working on them.

Plan Administration Services

Eligibility

Highly compensated and key employee determination
Eligibility determination

Compliance

Applicable compliance testing
Contribution calculation assistance and determination
Reconciliation of trust account activity with client data
Safe harbor auto-enroll notices

Filing & Reporting

Regular payroll remittance (limitations may exist)
Financial statement preparation on accrual-basis
Comprehensive administrative reporting
Government filing preparation - Form 5500 and related schedules
Summary Annual Reports

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