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Experts in Personalized Retirement Plan Design & Administration

Benefit Plans Plus Promotes Julie Martin to Senior Account Manager

Julie Martin has been promoted to Senior Account Manager in Benefit Plans Plus.

Martin’s new role as senior recognizes her more than seven years expertise in the
retirement and investment services industry. Her responsibilities include performing nondiscrimination testing and government reporting for qualified plans. She contributed to the development and serves as lead administrator for the Small Business Owner 401k (SBO 401k) Plans.

Martin earned a Bachelor of Science degree in Business Finance at Loras College in Iowa. She has completed American Society of Pension Professionals and Actuaries (ASPPA’s) Pension Administration coursework and is currently pursuing her Qualified 401k Plan Administrator (QKA) designation.

Martin resides in Ellisville with her husband.

Benefit Plans Plus, LLC, formed in 1998 for comprehensive specialized retirement
plan administration, is a subsidiary of Brown Smith Wallace, LLC of St. Louis, Missouri. The Benefit Plans Plus team provides customized employee retirement plan services that make a measurable difference to their clients. Its staff averages more than 13 years of experience and maintains advanced designations including: Associate Professional Member through the National Institute of Pension Administrators, Certified Pension Consultant, and Qualified 401k- Plan Administrator through the American Society of Pension Professionals and Actuaries.

For more information visit www.bpp401k.com or contact Patrick Shelton, GBA at 314.983.1212.

Brown Smith Wallace is the second-largest locally owned independent full-service CPA
and business consulting firm in Missouri with more than 150 employees throughout the
about custom retirement plan design and how Benefit Plans Plus can help make your business more successful visit www.bpp401k.com

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