Miley is driven by a passion for helping businesses and employees save on taxes as they prepare for retirement. A managerial accounting background of his own has helped him gain the perspective of the client. He founded F&B Pension Consultants together with his partners, Tref and Todd Farmer, with the goal of serving as trusted experts to offer custom retirement plans and third party administration.
Miley Betts has been working in the retirement plan industry for over 12 years. He was motivated to create Farmer and Betts Pension Consultants after years of experience in the third party administration business that earned him strong technical knowledge. He recognized that he has a natural aptitude for articulating the tax code in a simple way that helps people make choices more confidently. He works with business owners to help them avoid unnecessary costs, taxes, and liability when creating a retirement plan for their business.
Serving Business Owners
Miley understands the challenges that business owners face when creating a retirement plan. He works together with clients to simplify the sometimes complex opportunities available, so they can make the best choices for their firm. He understands that business leaders want to manage tax liabilities as well as be confident in the benefits they offer to employees. He works closely with business leaders to help them build a secure plan that protects their hard earned retirement savings. He often partners with doctors, dentists, and attorneys who own their own practices as well as entrepreneurs.
Partnering with Financial Professionals
Financial professionals such as financial advisors and CPAs choose to work with F&B Pension Consultants because of their trademark service and specialized expertise. As a dedicated third party administrator, the firm’s only focus is on retirement plan design and administration. This concentration allows F&B Pension Consultants to offer customized and creative plan design that helps their financial advisor partners to close more opportunities and helps business owners create plans that will be beneficial for the long term.
F&B Pension Consultants work together to serve Denver, Colorado, Phoenix, Atlanta, Seattle, Portland, Chicago. Together, they provide comprehensive plan design consultation, administration, document installation, compliance testing, as well as IRS and DOL reporting for qualified retirement plans.
F&B Pension Consultants provide best in industry service and administration of retirement plans while offering a competitive fee structure. The firm has worked with thousands of retirement plans, ranging from start up plans to multi-million dollar corporate plans. Many national investment companies and broker dealers have screened and accepted F&B Pension Consultants onto their preferred list of third party administrators.
Third Party Administrator Specialties include Retirement Plan Design, Retirement Plan Administration, 401(k) Plans, 403(b) Plans, Prevailing Wage Plans, Cash Balance Plans, Defined Benefit Plans, Defined Contribution Plans, Pension Plans, Profit Sharing Plans. F&B Pension Consultants serve states including Washington, Oregon, Colorado, Louisiana, Georgia, Illinois and California.
Miley enjoys any opportunity for family time, especially coaching his son’s little league football team and taking his daughter to father-daughter dances. He and his wife enjoy gardening and are usually working on one home improvement project or another. He has an adventurous spirit and enjoys outdoor endeavors such as skiing, dirt biking, and fishing. Miley attended Sonoma State University, where he studied business administration with a focus in accounting, graduating with honors. After college, he went to work in the accounting field for eight years before creating Farmer & Betts in 2004.
Hometown: San Francisco, California
Hobby: Trail riding in Colorado on his dirt bike
Family Time: Coaching his son’s little league football team
Favorite Actor: Daniel Day-Lewis
If you have a retirement plan opportunity or would like to partner to grow your retirement plan business, contact Miley Betts today at [email protected].