Benefits Plus - Helping participants succeed
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About Us

 
 

Benefits Plus was established in 1981. We are a team of qualified Pension and Profit Sharing Plan Consultants and Administrators.

Working exclusively in the field of qualified (tax-deductible) plans, we employ knowledgeable customer service representatives with the interest and ability to understand and apply complex retirement plan regulations, yet who are also able to talk with employees in layman's terms.

  • We continually train our employees to keep them current in the field.
  • We keep our customers informed of law changes which potentially affect their plans and identify new opportunities created when laws change.
  • We actively seek to guide our clients to quality products for their plans, working only with investment representatives who expect reasonable compensation for their services.
  • If there is ever a problem, we fix it.

Benefits Plus employees are highly credentialed

Benefits Plus is proud to be the only provider in a five- state area employing all of the following retirement plan professionals:

  • Certified Pension Consultant
  • Certified Public Accountant
  • Qualified Pension Administrator
  • Qualified 401(k) Administrator
  • Juris Doctorate
 

Click here to contact us for a no-obligation consultation.


This is an excellent opportunity to let you know that your employee is exceptional! In all my many years of working, I find him to be the most knowledgeable, helpful person I have ever had the pleasure to work with by phone/e-mail. He responds to my questions immediately and always has a precise, clear answer. I find him amazing in his professionalism, especially in "today's world," and just wanted you to know how much our company acknowledges and appreciates him.

~ Satisfied customer, May 2004

Benefits Plus is an approved third-party administrator for these nationally-ranked providers:

 

Benefits Plus • 2365 Harrodsburg Road, Suite A-220 • Lexington, KY 40504 • 859-224-1211 • 1-800-237-9743

PlanSuccessSM  Helping Participants Succeed