Everyone Needs a Retirement Plan!

Our Mission

We, Benefit Solutions, use a highly disciplined and structured approach that takes into account each of your goals, and then provides solutions for your retirement plan program that seek to help protect you from liability, relative to those goals. We aim to establish a long-lasting client relationship with you through maintaining the highest standards of quality, professionalism and integrity. We are ethically committed to providing you with thoughtful, independent guidance and personalized service to enable you to establish and maintain control over your valued employee benefit, the retirement plan program.


Our Commitment to You

To provide a highly customized retirement plan program and personalized service model that are known for their value-added approach that helps you effectively implement and maintain this important employee benefit program.


We will build new plans or redesign existing plans as needed. We provide retirement plan solutions for the following plan types:

401(k) and 401(k) Safe Harbor Plans

Profit Sharing Plans

Defined Benefit Plans

Age-Weighted/New Comparability Plans

Money Purchase Plans

457(b) Governmental and Tax-Exempt Plans

ERISA 403(b) Plans

Individual Retirement Plans


Special services from our provider relationships

Plan providers with high ratings marks

Cost-effective retirement plan program

Exclusive third party administrators

Multiple investments/multiple fund families

Self directed brokerage accounts available

On demand participant investment advice

Enrollment & re-enrollment meeting support

Toll-free telephone & internet account access


Our services include:

Provider evaluation and selection assistance (we search the marketplace)

Customized plan design/flexibility and choice

Needs assessment, provider search and selection

Program Implementation Services

Investment portfolio, plan design, review, and transition assistance

Compliance with 404(a) and 404(c)

Investment Policy Statement design consultation

Assistance in selecting and monitoring your plan's investment portfolio

Plan design solutions that meet your company's needs

Participant education program

Investment consulting for participants

Customized/personalized enrollment material

Ongoing maintenance and periodic plan and investment review

Employee communication, portfolio review, and re-enrollment meetings


Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck