Financial Advisors

Our focus is 
industry expertise
a dedicated partnership 
to shore up your client(s)
customized solutions

Advisor Aligned

My Benefits believes financial advisors are our primary client. We exist to support your retirement plan business and provide customized solutions to you and your business owner clients.

With our partnership, you can expect a tailored plan design with proactive solutions producing accurate results for your business owner clients.

Propelled By My Benefits

Leveraging decades of experience, we are committed to being your ideal industry resource equipped to respond from the most technical challenges of existing plans to providing expertise in designing and operating the newest of retirement plans.

RESPONSIVE PARTNER

Providing a dedicated team of technical experts to help you maintain and grow your retirement plan business

SERVE YOUR CLIENTS WITH ERISA 3(16)

Present a fully encompassing fiduciary team to your clients.

MEANINGFUL DELIVERABLES

Proactive review of client outcomes to ensure plan success

Enhance Your Retirement Plan Fiduciary Structure

Partnering with My Benefits, LLC means your success is our success. We accomplish this by offering supporting services that help you and fit the needs of your business owner clients.

To achieve a mutually beneficial partnership, we’ve created our independently owned company, First Party AdministratorTM, LLC, to be a named ERISA 3(16) Plan Administrator.

Support Plan Sponsors With ERISA 3(16)

As an elected 3(16) Plan Administrator, First Party AdministratorTM, LLC directly relieves plan sponsors of their administrative burdens while acting as the plan’s named administrative fiduciary.

This service enhances our partnership value in attempts to provide your plan sponsor(s) with a fully encompassing fiduciary team.

Let’s Partner

As a Financial Advisor, you are our primary client. Use the form and expect a tailored plan design with proactive solutions producing accurate results for your business owner clients.