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Benchmark Financial

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United States
Cedar Falls, IA
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.

07/13/2026

Summer has a way of sneaking up on all of us, making it hard to believe we’re already halfway through the year. It can also be a natural time to check in on your 401(k) offerings and ensure they continue to work for you and your team.

Whether you have questions, need to make adjustments, or simply want to revisit your plan, our team is here to support you this summer and beyond.

If something has been on your mind or you would simply like to connect, do not hesitate to reach out. We are here to help keep your plans moving forward.

07/03/2026

This July, we’re not just celebrating Independence Day — we’re also celebrating 250 years as a nation, a truly once-in-a-lifetime holiday. Our team wishes each of you a happy, safe, and memorable Fourth of July!

Please note that our office is closed on Friday, July 3rd. We’ll be back on Monday, July 6th, ready to assist with any early summer questions or needs.

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.

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.

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.

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.

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!

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.

Address

2616 Orchard Drive, Suite C1
Cedar Falls, IA
50613

Opening Hours

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

Website

https://www.benchfn.com/

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