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Personalized Integrity & Professional Excellence

With over 120 years of combined experience in the Retirement Plan Administration field, the Orlando-based Bates & Company team is dedicated to providing all of our customers with the highest standard of professional expertise and customer service. We pride ourselves in our years of experience in employee benefits and our ability to handle complex issues quickly, competently and completely.

Our mission is to design and administer the retirement program best suited to meet the needs of your business. Our goal is to continue our hands-on, personal attention to each of our clients, while providing the highest quality of technical support and professional consulting. We are not just an 800 number - we are names and faces that visit clients often and offer support with any questions or concerns, and we are eager and willing to roll up our sleeves to help get the job done.

“We build long-term relationships with those we serve!”

Our Clients

Our clientele continues to grow almost solely on the recommendations of our clients and other professional contacts. Most of our clients are located in the state of Florida, with many being in the Central Florida region; they are medical professionals, lawyers and accountants, as well as many small to mid-sized companies representing all types of businesses in the area. Most are 401(k) or Profit Sharing Plans that have 250 or fewer employees that benefit from the personal attention and plan knowledge of their own Account Manager within our Bates & Company team.

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