TOP
Experts in Custom Retirement Plan Design & Administration

Resources


401k Sales ChampionCont. LimitsDCIO Fund Partners 2Fee DisclosureBPP Media CenterRecordkeeping Alliance Partners 2Retirement Industry NewsRequest Proposal Daily AdministrationSales and Marketing

Latest Articles


BPP401k.com Newsletter 02.22.17


Planning to Keep Your 401k? Be Careful When You Reach RMD Age When most advisors discuss RMDs, it’s often in the context of traditional IRAs. But the RMD rules for IRAs and employer-sponsored plans can be different and not knowing those differences can be trouble. Source: Vanguardblog.com

Small Companies Have a Big Retirement Problem Thinking about taking a job at a small company? Don’t expect a good retirement plan.

Continue Reading ->

BPP401k.com Newsletter 02.15.17


Four 401k Options When You Leave a Job When you leave the job to move on to another opportunity or retire, you need to decide what to do with the account balance. You could leave the money in the 401k plan, roll it over into an IRA, take it with you to your new employer’s plan, or cash out the account. Here’s a look at which option might work best for you. Source: Usnews.

Continue Reading ->

BPP401k.com Newsletter 02.08.17


It’s Time for 401k Plans to Become Part of the Sharing Economy  Over the last few years there have been those of us in the industry who have advocated for a better way. One that eliminates the fiduciary dysfunction we currently see in the small employer market. The better way is the aggregation of the plans of unrelated 401k plan sponsors into single plans called multiple employer plans. Source: Fiduciaryplangovernance.

Continue Reading ->

Additional Information & Logins


Colonial SuretyEgnyte Client LoginFSA/Cafeteria Plan LoginGet Adobe PDF Reader401k Help CenterIRS Retirement Plan InfoBenefits LinkDOL 5500 Filing SearchFree ERISA

Recordkeeping Alliance Partners


As a “non-producing” consulting firm, we have made the business decision to sell no investments or product. This has enabled us, in addition to plan design and TPA services, to develop a significant consulting practice based on our objective analysis. We focus on assisting private and public retirement plans with their fiduciary compliance. Benefit Plans Plus works with a number of retirement plan and mutual fund vendors including:

16 Alerus16 American Funds16 Ameritas16 AscensusAspire 401k16 Cuna logo16 Empower16 E-Plan ServicesFidelity InvestmentsGaurdianJohn HancockLincoln Financial GroupMass Mutual16 Nationwide16 Newport Group16 Ohio National16 One AmericaPrincipal Financial Group16 Standard16 Security BenefitTransamerica16 Voya Logo

Payroll Company Partners


Integrated Payroll Services16 PaycorPaylocity

DCIO: Defined Contribution Investment Only Alliance Partners


DCIOs offer great tools and retirement plan insights to grow your business. Please contact your territory representatives to learn more about what they have to offer.

Click Here to View Our DCIO Partner Territory Maps and Investment Reports

16 AllianzAmerican Century Funds16 American FundsFidelity InvestmentsFranklin Templeton Investments16 InvescoJanus Funds16 Legg Mason16 Ridgeworth16 Victory Capital

401(k) Sales Champion


We believe that working together with our Financial Advisor partners helps us grow our business. In light of that, we are excited to be the exclusive source of the 401(k) Sales Champion Workshop for Financial Advisors in St. Louis, MO, Kansas City, MO, and Southern Illinois. 

If you would like to gain FREE 24 hour access or learn more about the 401(k) Sales Champion Workshop, please complete the form near the bottom of our Contact page.

Whether you are new to the qualified plan arena or have a solid book of business with us, we value our Advisor partners and look forward to helping you grow your business practice by assisting you in closing more business!

401(k) Sales Champion Workshop Logo

Already Using 401(k) Sales Champion? 

Login here

 

The 401(k) Sales Champion Workshop© is the online, anytime, on any device 401(k) sales and service training professional development experience for Advisors. Since the launch of the online workshop in 2012, over 5,000 Advisors have gained access to the 401(k) Sales Champion Workshop©.

7 Step Sales Champion Infographic

What’s in the Program?

  • 109 Topics via 36 Video Segments
  • A 7-Step plan that will help you cultivate and close more 401(k) sales opportunities
  • 30 E-Tools to enhance your sales and service process
  • Personalized help – Complete the form on the BPP Contact page

 

If you would like to gain FREE 24 hour access or learn more about the 401(k) Sales Champion Workshop, please complete the form near the bottom of our Contact page.

 

KnowHow 401k Logo

BPP In the Media


February 19, 2015

BPP’s own, Wes Rommerskirchen, talks retirement plans on Dollars & Sense radio show, WKYX 94.3 Paducah, KY.

Dollars & Sense radio show was created to inform, educate, and give financial advice to its listeners.

Key Talking Porommerskirchen-wesints:

  • 2015 IRS Retirement Plan Limits (2016 Limits here)
  • How to Maximize Corporate Retirement Plan Benefits
  • Custom Plan Design Options and Advantages to Business Owners
  • When Should You Consider a Change With Your Retirement Plan?

Click here for the full segment

 

Radio Segment Piece

New Subscribe to Our Newsletter Button new font

 

 

 

 

 

 

 

[gravityform id=”1″ title=”true” description=”true”]

Share
Hide Buttons