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Benefit Plans Plus

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Wall Street Jounal quotes Patrick Shelton on the state of 401k plans More

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IRS Extends 403(b) Filing Deadline

403b Deadline Extended -- Workbook Available 403(b) plan sponsors scrambling to comply with the IRS deadline can breathe a sigh of relief as recently the IRS Notice 2009-3 delayed this requirement for one year. To assist plan sponsors and financial advisers Benefit Plans Plus offers complementary 403(b) Action Plan Workbook to serve as in initial reference guide and information source to work toward IRS compliance. For PDF Click Here


CEFEX SealBenefit Plans Plus holds the American Society of Pension Professionals and Actuaries (ASPPA) seal of  recordkeeper  excellence  for third party administrators,  as certified by the Centre for Fiduciary Excellence, LLC (CEFEX) . This is the top recognition in the industry. 

Benefit Plans Plus specializes in retirement plan design and administration services, for 401k, 403b and pension plans under ERISA - Employee Retirement Income Security Act of 1974. We also specialize in technical corrections and fiduciary services consulting to fiduciaries of qualified retirement plans. We are a retirement employee benefits consulting firm that makes A Measurable Difference for our clients. Every member of our team is empowered and expected to deliver on our brand promise through their actions and interactions with clients, our referral sources and the community.

At Benefit Plans Plus, our core purpose is to create and preserve wealth by providing innovative solutions. Some of our core values are: excellence in all that we do, service to the client above all else, hard work, commitment, continuous improvement, honesty, integrity and objectivity in our dealings with others.

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