Tax deferral today to address tomorrow’s risks. Strengthen your business with an 831(b) Plan.

At SRA we believe small and mid-size businesses are the lifeblood of the American economy. The 831(b) Plans we administrate are meant to ensure these businesses weather the storm.

We care deeply about the financial security of our clients and their businesses. Our talented and motivated team strives to provide creative, quality, well-designed plans to address the varying needs of the clients we serve.

SRA 831(b) Admin

Van Carlson

This department focuses on managing client relationships and driving sales through regional account executives.

Account Management

This department manages executive support and oversees financial operations.

Administration and Finance

This department focuses on developing and executing marketing strategies to promote products and services.

Marketing Department

This department is responsible for managing client relationships and driving revenue through direct sales efforts.

Sales Department

This department is responsible for managing tax compliance, planning, and reporting.

SRA 831(b) Admin

Org chart

Teams

Account Management

Administration and Finance

Marketing Department

Sales Department

Tax Department

Offices

SRA 831(b) Admin

Org chart

Teams

Account Management

Administration and Finance

Marketing Department

Sales Department

Tax Department

Offices

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