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Benefit Management Specialists 360 works closely with small- to- mid-sized business owners and major corporations with the goal of becoming one of their most trusted advisors.

We provide deep analysis of a company's current retirement and executive benefit packages.  This includes reviewing fees, analyzing retirement plan design options, comparing investment performance and reviewing participant services.  We also provide ongoing guidance to ensure selected retirement plans are the very best fit for the company year-after-year.

We evaluate the third party administrator(TPA), their retirement plan design, calculations and carefully review the cost versus benefit ratio, to be certain the selected  retirement plan will effectively meet the company’s criteria.

We research and market a company’s retirement plan to various investment companies and identity and recommend the best retirement plans for their unique culture, employee base, and overall benefit package.

We analyze a myriad of proposals in the important areas of fee structure, with a high degree of fee transparency. We provide annual and ongoing education in key areas that employers and employee’s need and appreciate including:         

  • Educating the Plan Sponsor on fiduciary liability
  • Reviewing current investment portfolios and providing recommendations
  • Educating employees on the benefits of retirement plan participation



With transparency in fees, we help determine the best retirement plan to meet the needs of the partners/owners and their company. The difference in working with Benefit Management Specialists 360 and others is our unique systems, process, education, communication and technology we use to help keep our clients in compliance.

Our strategic alliance with our 401k back-office CFA's and formerly practicing ERISA attorneys, helps us to provide our clients greater confidence and to stay in compliance, while offering the best plans for their employees’ needs.

With our strategic relationships, our firm is equipped to work with all sizes of businesses that need to analyze and review their retirement and executive benefits.

The goal of Benefit Management Specialists 360 is to provide retirement plan processes and services that allow our clients to concentrate on successfully running their businesses and focus on what they do best.

Retirement Plan Consultative Services

  • Qualified Retirement Plans
    • 401(k) Plans
    • 403(b) Planning
    • Defined Benefit / Cash Balance Plans
  • Non-Qualified Plans
    • Deferred Compensation
    • Supplemental Executive Retirement Plans (SERP)


  • Brokerage Accounts
    • Bonds
    • Stock
    • Government Securities
    • Treasury Notes
    • Mutual Funds
    • ETF's
  • Variable Annuities


  • Disability Income Insurance
  • Life Insurance
  • Long-Term-Care Insurance