Firm History

2019 | Tri-State 401(k) merges with Benefit Plans Plus to include an office in Henderson, Kentucky, hiring Kim Chavira, QKA as Principal.

2018 | Benefit Plans Plus celebrates the 10 year anniversary of receiving the Centre for Fiduciary Excellence, LLC (CEFEX) Recordkeeper Certification for third party administrator services.

BPP Hires Principal Matt Wiley, CRPS and opens office in Cincinnati, OH, furthering our Midwest footprint.

2016 | Benefit Plans Plus received the Centre for Fiduciary Excellence, LLC (CEFEX) Recordkeeper Certification for third party administrator services for the 8th consecutive year.

BPP received the Fiduciary Supply Management Association (FSMA) Procurement Rating for third party administrators.

2015 | Benefit Information Services merges with Benefit Plans Plus. BPP opens office in Fort Wayne, Indiana. The firm reached 1,000 retirement plans under administration.

2010 | Nancy A. Flachsbart retires from Benefit Plans Plus

2008 | Received the Centre for Fiduciary Excellence, LLC (CEFEX) Recordkeeper Certification for third party
administrator services and the American Society of Pension Professionals and Actuaries (ASPPA) Seal of Service for Provider Excellence

Qualified Plan Services merges with Benefit Plans Plus, Nancy A. Flachsbart named Member. The firm reached 750 retirement plans under administration

2007 | Reached 450 + Retirement plan clients – record sales and profit

Patrick M. Shelton, GBA named Managing Member

2006 | Larry Aberle, APM retires from Benefit Plans Plus

2004 | The firm reached 250 retirement plans under administration

2003 | Changed name to Benefit Plans Plus, LLC, branded custom plan design process

2002 | Launched www.bpp401k.com

1998 | Benefit Plans Plus, Ltd. merged with Brown Smith Wallace, 150 plans under administration

1995 | Benefit Plans Plus, Ltd. was founded by Larry Aberle, APM

1974 | ERISA (Employee Retirement Income Security Act)

1972 | Brown Smith Wallace established