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BAI ADVANTAGE
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(click to view Dave's profile)
With over 50 years experience
in the Trust and Retirement Industries, founder David C.
Tans has worked with his team
of exemplary employees to build a company that puts you
first.
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At Benefit Administration, our goal is to create, implement,
and administer a retirement plan specifically designed to meet the
needs of both your company and your employees.
You are served by:
- State-of-the art technology systems
- Feature rich software
- Organized documents and processes
- Respected Expertise
Objective Consultation
Because we do not sell investment products, our sales team will
personally consult with you and your Investment Advisor to design
the optimal retirement plan utilizing any of a number of
Investment Providers. Personal Service
From plan installation through ongoing administration, you will
have personal service and a dedicated Account Manager regardless
of the size of your plan.
Dedicated Account Management
Your assigned account manager provides all on-going administrative
services including mandatory testing to demonstrate compliance,
annual report preparation and signature-ready 5500 series tax
forms to file with the IRS. Our Account Team has a number of
members certified as Qualified 401(k) Administrators (QKA), a
designation through ASPPA (The American Society of Pension
Professionals and Actuaries.) Up-to-Date Knowledge and Practices
Benefit Administration realizes that in order to serve you in an
ever changing marketplace, it is our responsibility to keep up to
date on all the latest government rulings and regulations. As a
result, we attend industry seminars, participate in web casts and
invest in the latest software technology.
We provide the framework for you to focus on your core endeavors
with the peace of mind that you and your employees will meet your
financial goals.
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