Our Admin Services

Protecting the success of a business starts with understanding its unique challenges and risks. 

SRA takes time to learn about each unique business, its obstacles, and how an 831(b) plan can be a strategic solution. Our collaborative approach ensures all parties gain clarity on the process while building confidence in our operation.

Our Onboarding Process:

  • turnkey solution
  • Typically takes less than 1 month
  • customized

Enjoy the peace of mind that comes from knowing the business is protected against the unexpected.

What You Can Expect From Us

— Initial design of 831(b) Plan

— Preparation of plan documents and risk assessments

— 831(b) Plan transaction approvals

— Monitor compliance of 831(b) Plan rules and guidelines

— Compliance filings of 8886, 1099-DIV and meeting minutes

— Annual tax return

— Claim services

— Annual renewals

— Ongoing client consulting

Onboarding Made Easy

I’m a Business Owner
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