CPAs, Tax Advisors, Financial Planners, Tax Strategists

Advisors

As a trusted advisor, your clients rely on you to help them safeguard and grow their success. By partnering with SRA 831(b) Admin, you gain access to proven 831(b) Plan solutions that close critical coverage gaps, create new tax-deferred opportunities, and strengthen client relationships.

Partner With Us

Expand, Support, and Earn

Why Partner with SRA

Expand Your Offerings: Introduce clients to risk management strategies that most have never considered.
Support Client Success: Help them weather financial disruptions, protect cash flow, and preserve long-term growth.
Earn Referral Benefits: Receive revenue-sharing opportunities while delivering measurable value to your clients.

Experience, Expertise, and Compliance

The SRA Difference

Not all 831(b) administrators are created equal. With SRA, you get:

Proactive Compliance – We partner with leading tax and legal experts to keep every plan aligned with evolving regulations.
Residual Revenue – Earn ongoing income each year your client renews their 831(b) Plan.
Insurance Expertise – With 30+ years in P&C and credentials like CPCU and ARM, we design and manage plans that last.

Take Charge of Your Insurance with Captive Solutions

How the 831(b) Plan Works

Like your clients, every plan is unique. An 831(b) Plan allows businesses to set aside tax deferred funds for under or uninsured risks.

Enterprise Risk Management Plans

From brand protection to data breach to disputes, deductibles and more. Enterprise risk solutions to self-insure a growing risk landscape

Learn More About Enterprise Risk Solutions

Safe Harbor Plan

Service contracts, warranties, and protections plans can brought in house and funded thought an 831(b) Plan to turn a cost center into a profit center.

Learn more about Safe Harbor Plans

Let’s Find Out

Who’s a Fit?

We’ll help you identify the right clients for 831(b) Plans and provide case studies to showcase real-world results.

Revenue Levels: Generally $2M – $100M+ annually.
Industries Served: Agriculture, healthcare, manufacturing, retail, technology, construction, service industries, real estate, and more.

Go to Case Studies

Learn, Connect, and Stay Ahead

Education & Resources

Quarterly Webinars Virtual training and case study deep-dives.
Events & CPE Invite us to speak at client or industry events, or attend our NASBA-accredited CPE sessions.

View our Upcoming Events