• Mandatory Restatement.
    Mandatory Restatement. All 401(k) & Profit Sharing Plans are currently undergoing a document restatement per changes instituted by the IRS. Restatements must be completed by April of 2016. Read more
  • ERISA 3(16) Fiduciary Service.
    ERISA 3(16) Fiduciary Service. We monitor your plan to ensure that it does what it is meant to do while removing the administrative burden and Liability from you. Read more
  • Advanced Technology.
    Advanced Technology. We use advanced and innovative technology that makes your plan more efficient, easier to access and eliminates wasted time and expense.
  •  Financial Advisors.
    Financial Advisors. My Benefits works closely with you and your staff to coordinate your plan’s administrative activities year-round at a highly competitive cost. Read more
  • Third Party Administrator.
    Third Party Administrator. We carefully evaluate your goals and then recommends a plan solution that supports your needs. Read more
  • Plan Sponsors.
    Plan Sponsors. My Benefits works closely with you, your staff and financial advisor to coordinate your plan’s administrative activities year-round at a highly competitive cost. Read more

Who is My Benefits?

At MyBenefits, our number one priority is meeting the needs of advisors and their clients. Our firm was established in 2010 and is owned, operated and managed by leading experts within our industry. We work with hundreds of clients with a focus on listening to the challenges faced by companies in the administration of their retirement plans and the integration and communication of their benefits. Our goal is to respond to these challenges with real-world solutions.

The most simplistic definition of a solution is "a method for solving a problem." So we've created a variety of methods to address the unique responsibilities of a human resource professional, CFO or CEO in handling the complex details of administering their retirement plan and communicating employee benefits.

My Benefits is a full-service retirement plan consulting and administration firm that provides a comprehensive suite of retirement plan services. We have the unique capability to act as your ERISA 3(16) Named Administrator, or “First Party Administrator™”, taking full fiduciary liability for the administrative services we provide.

MyBenefits.me

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First Party Administrator

3(16) Fiduciary Service
Plan Administration + Liability Coverage

Third Party Administrator

Advanced Features
Industry Leading Third Party Admin.