Our goal is to make 831(b) an ordinary business practice ubiquitous with 401k.
— Van Carlson
Awards & Accolades
2023
2024
2025
- Business Insurance – Best Places to Work
Our Core Values
Fearless
We know that innovation requires courage. We step into the unknown, take calculated risks, and never shy away from challenges because we understand that our boldness translates into confidence for our clients. When business owners face uncertainty, they look to us as their steadfast partner.
Innovative
In an ever-changing world, standing still is not an option. We are constantly pushing boundaries, finding new ways to solve problems, and delivering cutting-edge solutions that protect and empower our clients. Our creativity is the key to their peace of mind.
Get It Done
When our clients rely on us, there’s no room for excuses. We are a team of doers, driven by the results we achieve. Every task we complete, every project we finish, is a step forward in building trust and solidifying our reputation. We understand the importance of execution and we deliver, every time.
Get It Right
Excellence isn’t a goal; it’s our standard. We know that details matter in the work we do. Accuracy, thoroughness, and a commitment to doing things the right way—not just the easy way—are what set us apart. We take pride in getting it right for our clients because their success is our success.
Compliance, Transparency, and Advocacy You Can Trust
The SRA Difference
SRA is the leading authority in 831(b) plan administration. What sets us apart is our commitment to compliance, risk management, and long-term client support. Here’s what makes us different:
1. Proven in an IRS Audit
We successfully completed an IRS promoter audit that began in August 2022 and concluded in July 2024 with no operational changes required. This outcome reinforces our focus on transparency and best practices.
2. Backed by a Warranty
Clients who follow our guidelines receive legal and accounting support in the event of an IRS audit. We stand behind our work—so our clients can focus on theirs.
3. Rooted in Risk Management
Founded by a former P&C professional with 30+ years of experience, SRA approaches 831(b) through a risk management lens—not just tax strategy. We prioritize compliance and conservatism in every plan we administer.
4. Clear, Honest Pricing
Our fee structure is simple and transparent. No surprise charges—just a clear outline of onboarding, annual, and claim-related fees disclosed up front.
5. Strong Partner Incentives
We reward advisors and partners with residual compensation tied to client contributions. Our model is designed for long-term, mutual success.
6. Leading Industry Advocacy
Through the 831(b) Institute and lobbying efforts in D.C., we’re shaping the future of 831(b) policy. We’re not just participants—we’re industry advocates.
At SRA, the difference isn’t just what we do—it’s how we do it.
We help businesses build resilience, reduce uncertainty, and take control of their future with confidence.