BENEFIT ASSOCIATES, INC.
We have been helping employers with their retirement plan needs since 1982.
Our expertise is the design, installation, administration, and operation of qualified retirement plans. If you would like to install a new retirement plan or evaluate an existing plan, we provide plan consultation, design, installation, administrative, and actuarial services. We believe in continuity of account management and close contact with our clients, their legal counsel, and tax advisors. We know that the same answer is not right for every employer, so we focus on your objectives and design plans that are workable and congruent with your goals. Our fee-only retirement plan design and administration expertise has helped thousands of businesses owners save for their, and their employees, retirement. And since our fees are based exclusively on the services provided, not in conjunction with securities or life insurance commissions, our advice is independent and objective to better help you in your tax planning and retirement needs.OUR TEAM
JENNIFER M. RELLO, PARTNER
Jennie is Managing Partner at Benefit Associates. In this capacity, she oversees the firm’s operations , manages staff development efforts and consults on key accounts. She also plays a major role in developing strategy, setting policy and overseeing acquisitions. Read more about Jennie.
MARK W. CLARK, PARTNER
With over 30 years of experience in designing and administering qualified retirement plans for public and private companies, Mark is responsible for the design, consulting, sales, and technical leadership of the firm. He is an innovative leader and mentor dedicated to empowering leadership and accountability. Read more about Mark.
Robin
Marnie
Heather
Patsy
Desiree
Lisa
Rick
Angel
Olivia
Samina
Kirsten
Quynh
Alicia
"Talent wins games, but teamwork and intelligence win championships."
— Michael Jordan