BPP’s Jason Oesterlei Earns ERPA Designation
(St. Louis – May 30, 2012) Jason Oesterlei, ERPA, QPA, QKA, AIF® at Benefit Plans Plus, has added the Enrolled Retirement Plan Agent (ERPA) designation to his title.
ERPA is a federally sanctioned designation that allows enrolled practitioners to practice before the IRS on pension and 401(k) plan matters. This includes determination letters, plan audits and negotiating on behalf of clients regarding compliance matters. The IRS created the ERPA designation to provide a credentialing process for third party administrators and benefit consultants of tax-exempt retirement plans.
To qualify for the ERPA designation, Oesterlei demonstrated special competence in retirement plan matters by passing written examinations. The IRS has contracted with the American Institute of Retirement Education, LLC (AIRE) to administer the ERPA-Special Enrollment Examination (ERPA-SEE).
Oesterlei, a principal at BPP, is responsible for managing compliance of the group, consulting and plan design. He has more than 18 years of experience in the financial services industry, working in a variety of segments including brokerage, insurance and third party administration. Oesterlei also serves as the vice president of membership for the Gateway St. Louis chapter of the ASPPA Benefit Council.
A graduate of the University of Missouri-St. Louis, Oesterlei holds a Bachelor of Science degree in Business Administration with an emphasis in finance. Oesterlei resides in South County St. Louis with his family.
About Benefit Plans Plus
Benefit Plans Plus offers customized retirement plan design and administration from quote to close, Fiduciary Health Checks, and “we fix broken retirement plans”. With an eye towards tax advantaged plans, we are uniquely positioned to provide you with the most comprehensive retirement plan solutions available. Benefit 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. For more information about Benefit Plans Plus, a subsidiary of Brown Smith Wallace, LLC, visit www.bpp401k.com or call 314.824.5200.