In The News ...

Recently The Wall Street Journal quoted Benefit Plans Plus Partner, Patrick Shelton, in the article "Some Firms Suspend Their 401(k) Match."  This national exposure continues to recognize BPP as an industry expert in the field of retirement planning -- and is especially effective when we are paired with comments from Wells Fargo and the Principal Financial Group.  Congratulations to Pat and the BPP team on a job well done.

Benefit Plans Plus recently earned the CEFEX recordkeeper certification for third party administrator services and the ASPPA seal of service for provider excellence -- the top recognitions 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.