About Us
At Benefit Resources, Inc., we have over 60 years of heavyweight experience with tax qualified employee retirement programs. Working in tandem with owners and managers, we design a tailor-made plan that fits their business goals and employee retirement needs-current and long-term.
In designing those plans, we determine which plans are the most cost effective and will provide the maximum tax benefits.
By providing accurate reporting to communicating the value of benefits to employees; and monitoring the program to keep it in full compliance with ever-changing tax and governmental regulations, Benefit Resources can be your employee retirement program administrator.
Strategies
Most cost effective plans that maximize tax benefits
Experience
Over 60 years with tax qualified ERPs
Analysis
Work directly with owners and managers.
Our Team
Anne Sutton
Chairman
CPA, CFP, CEBS
Anne has over 24 years experience in marketing, design, implementation, communication and administration of custom employee benefit programs. She is well versed in application and utilization of stock bonus programs.
Beverly Allen
President
CPA, CEBS, CFP
Beverly has devoted over 25 years for developing benefit programs for small and medium-sized businesses. She has extensive experience in the administration of qualified employee benefit programs and is highly regarded for fostering outstanding client service.
Cindy Greer
Senior Account Executive
CPA, CFP
Cindy has over 18 years experience in benefit administration. She is well versed in all facets of benefit administration and renders outstanding client service through involvement in day to day plan operation and compliance testing.