Our Goal is Your Success
A Worry-Free Way to 401(k)
Navigating Your Retirement Account
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.
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 company’s core values are aligned to bridge the gap between employment and retirement.
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.
In depth with Mary Beth
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