We bring it all together for you.

FINANCIAL ADVISORS

Our Goal is Your Success

A Worry-Free Way to 401(k)

Navigating Your Retirement Account

Building Your Bridge To Retirement

man with smartphone going towards woman with blue folder of documents, old IT business partners meet to discuss work. Middle-aged Americans in strict suits shaking hands smiling. Concept of innovative technologies, modern clothes or cooperation.

My Benefits is a third-party administrator that believes in our work and exercises our values which shape the American Retirement Plan landscape. Every day, we recognize the attention to detail and leadership that business owners need to run their retirement plans to a successful standard, and we strive to be a driving force for innovation within our industry. 

man with smartphone going towards woman with blue folder of documents, old IT business partners meet to discuss work. Middle-aged Americans in strict suits shaking hands smiling. Concept of innovative technologies, modern clothes or cooperation.
Stone stack on pebble beach

Anchored Across The Sun Belt

Stone stack on pebble beach

We serve the sweet southern values of hospitality, integrity, and respect as well as a friendly voice every time a client calls. Whether you’re a financial advisor, plan sponsor, or participant, we look forward to understanding your needs and providing you with meaningful solutions.

Our team members are located in Alabama, Florida, Georgia, South Carolina, and Texas; driving business across the U.S.

Our Commitments to You

Our company’s core values are aligned to bridge the gap between employment and retirement.

T

Tailored
Designing a customized retirement plan approach to fit you and your business owners’ needs.

P

Proactive
Reducing retirement plan stress by taking initiative and controlling client outcomes.

A

Accurate
Attentive to detail and up to date on all industry knowledge so you have an error-free and reliable retirement plan.

We Bring It All Together for You

River, beach, lake, or bay – My Benefits bridges your retirement gap no matter the waterway. We provide industry-leading Third Party Administration for plan sponsors.

In an attempt to keep your head above water and help rid you of some financial burdens, we’ve created our wholly owned company, First Party Administrator™, LLC, to be your ERISA 3(16) Plan Administrator. In this role, First Party Administrator™ directly relieves plan sponsors of their administrative troubles while acting as the plan’s named administrative fiduciary.

Mary Beth’s Corner

In depth with Mary Beth

Come take a deeper dive into the retirement plan sector subject matter and explore niche topics with our experts. 

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