Benchmark Financial

Benchmark Financial Helping small and mid-sized businesses simplify their retirement plans—without sacrificing quality or compliance.

At Benchmark Financial, we’re rethinking the way companies manage their 401(k) plans. As one of the premier low-cost plan providers in Iowa. As one of the premier low-cost plan providers in the region, we specialize in delivering streamlined, audit-free retirement plan solutions that reduce administrative burdens, maintain investment flexibility, and often lower overall costs. With deep expertise

in plan compliance and administration, we serve as a true partner—making it easier for business owners to offer competitive retirement benefits while staying focused on what they do best. Proudly based in Iowa and focused on helping our local business community thrive. Let’s connect if you're looking for a smarter, simpler way to manage your company’s retirement plan.

This spring, make sure your 401(k) plan is growing with your business. As your business evolves, your workplace retireme...
03/26/2026

This spring, make sure your 401(k) plan is growing with your business.

As your business evolves, your workplace retirement plan should evolve with it. An annual review can help ensure contributions, employer-match structures, and plan features are still aligned with your goals.

If your organization is considering updates or simply wants a spring check-in, our team is here to help. Give us a call today.

Happy International Client’s Day! Today, we would like to thank each and every one of our clients for the opportunity to...
03/19/2026

Happy International Client’s Day! Today, we would like to thank each and every one of our clients for the opportunity to support your goals. It is an honor to serve you, and we do not take your trust for granted.

If there is anything we can do for you, give us a call. We are here for you, today and every day.

As we raise a toast to St. Patrick’s Day, it’s tempting to believe that a bit of luck can lead to financial fortune. But...
03/17/2026

As we raise a toast to St. Patrick’s Day, it’s tempting to believe that a bit of luck can lead to financial fortune. But in investing, consistent success isn’t built on chance; it’s built on process. Swipe through for a few key strategies that offer more reliability than any four-leaf clover.

Want to review your investing strategy? Call us today to learn how we help our clients with clarity and confidence.

As we approach tax season, now is a great time to make sure you're taking full advantage of the opportunities available ...
03/12/2026

As we approach tax season, now is a great time to make sure you're taking full advantage of the opportunities available to you, especially when it comes to funding your IRAs and HSAs. Swipe through to learn more.

If you want to talk through your options and make sure you’re making the most of your contributions before tax day, give us a call.

Daylight Saving Time begins on Sunday, March 8th, which means Monday afternoon naps will be in order for many of us! The...
03/05/2026

Daylight Saving Time begins on Sunday, March 8th, which means Monday afternoon naps will be in order for many of us! The good news amid all of that lost sleep? We will get an extra hour of light at the end of the day. As winter comes to a close, that’s something worth cheering!

Something else to celebrate? Getting your “ducks” in a row ahead of spring. Reach out if we can be of assistance!

Thinking about ways to strengthen your benefits package this year? You might want to consider a newer 401(k) feature, th...
03/04/2026

Thinking about ways to strengthen your benefits package this year? You might want to consider a newer 401(k) feature, the student loan match. This feature, added under the SECURE 2.0 Act, can help employees pay down debt and save for retirement at the same time.

Here’s a quick breakdown of how it works and why it matters.

📌 What it is: Employers can now match an employee’s student loan payments up to a designated amount with a retirement contribution, even if the employee isn’t contributing to their 401(k).

📌 How it works: Employees provide proof of their loan payments, and employers deposit a matching amount into their retirement plan.

📌 Who it benefits: Anyone managing federal or private student loans, including employees paying for their spouse’s or dependent’s eligible loans.

📌 Why it helps retention: Offering this match reduces financial stress and gives employees a way to build savings they would otherwise miss, making your benefits package both more competitive and supportive.

If you have questions about your current benefits strategy, don’t hesitate to reach out. We’re here for you and your team.

Attracting and keeping top talent takes more than a competitive salary. You also need to have a benefits package that su...
02/25/2026

Attracting and keeping top talent takes more than a competitive salary. You also need to have a benefits package that supports health, work-life balance, and long-term security.

We can help you set up a group benefits plan with:

✅ Health, dental, and vision coverage for healthier teams, fewer absences, and better focus.
✅ Paid time off (PTO) and flexible work arrangements to promote work-life balance and combat burnout.
✅ Retirement and financial wellness tools, including retirement savings accounts and health savings accounts (HSAs).
✅ Wellness and growth perks like employee assistance programs, gym discounts, and tuition assistance.

Benefits plans should be tailored to your people, goals, and budget. Give us a call, and we can help you create a customized plan that works for both you and your team.

Choosing whether to offer multiple health plans for employees isn’t a simple decision. Multiple plan options can give em...
02/18/2026

Choosing whether to offer multiple health plans for employees isn’t a simple decision. Multiple plan options can give employees flexibility and satisfaction, but they can also add cost and administrative complexity for employers.

Swipe for a few key factors to consider, including your budget, workforce demographics, and administrative capacity.

If you have questions about offering multiple health plans for employees, feel free to reach out. Our team is here to help you.

When it comes to managing your finances, understanding the difference between accrued interest and compound interest and...
02/11/2026

When it comes to managing your finances, understanding the difference between accrued interest and compound interest and how they work can make a big impact. Swipe through for a breakdown of these concepts and how they may impact your money.

Need help building a wealth management plan that works for your goals? Contact us today to get started with personalized guidance.

This February 8th will mark not just one of the biggest nights in sports, but also one of the most influential economic ...
02/06/2026

This February 8th will mark not just one of the biggest nights in sports, but also one of the most influential economic events of the year. As we look ahead to the big game, we’re breaking down the numbers that shaped the event in 2025.

Swipe through to see the key financial stats, spending trends, and economic impact behind the most-watched event in the country.

Wishing each of you an enjoyable game — whether you’re watching the football, focusing on the commercials, or in search of the best gameday snack!

Are you as excited for the big game as we are? There’s nothing quite like the football, the commercials — and yes, the f...
02/04/2026

Are you as excited for the big game as we are? There’s nothing quite like the football, the commercials — and yes, the food! In case you’re looking for inspiration in the dip arena, we’re sharing a crowd-favorite recipe for your watch party spread.

This Football Field Dip from “Delish” is a team favorite, easy to assemble, and fun to serve. If you give it a try, let us know how it turned out for you!

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2616 Orchard Drive, Suite C1
Cedar Falls, IA
50613

Opening Hours

Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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