Benefits Plus - Helping participants succeed
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Services

 
 

Benefits Plus is an established company, handling plans for over 100 businesses with 4000+ employees throughout the Southeastern United States. We are an approved third-party administrator for the following nationally-ranked providers:

  • American Funds
  • Hartford
  • ING
  • Lincoln Financial
  • MassMutual Financial
    and more!

We provide comprehensive services in the design, installation, and administration of Pension, Profit Sharing, 401(k) and Section 125 Cafeteria Plans for:

  • Employers
  • Attorneys
  • Accountants
  • Trust Officers

From all sponsors:

  • All sizes, 1-1000+ employees
  • Bundled or unbundled services
  • Volume submitter plan documents

We design and support:

  • Money Purchase
  • Profit Sharing
  • 401(k)
  • Age-Weighted
  • New Comparability
  • Target
  • Cash Balance
  • Defined Benefit
  • 403(b) Tax-Sheltered Annuity
  • 457 Deferred Compensation
  • SEP
  • SIMPLE
  • Cafeteria Plans Services
 

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

Consulting services

Benefits Plus can examine existing or proposed plans in part or restructure in the areas of plan design, service, or employee communication.

Design/feasibility studies

We develop plan outlines that best meet the needs and resources of our clients.

Installation services

Benefits Plus can assist in the setup and qualifications of plans with the appropriate regulatory agencies.

Administrative services

We provide the full range of annual administrative and technical services necessary to meet the employer and/or professional advisor's needs.

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