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Latest Articles


BPP401k.com Newsletter 08.16.17


Do 401k Managed Accounts Live Up to All the Hype?  Offering employees professionally managed accounts in a 401k plan might seem to be an excellent option, as this service seeks to provide an investment mix customized to individual needs and goals while increasing the odds of saving enough money for retirement. But managed accounts present challenges and concerns that both plan sponsors and participants should fully understand. Source: Shrm.

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BPP401k.com Newsletter 08.09.17


Fiduciary and Plan Governance Material

Avoid Getting Sheared by Revenue Sharing — Abstract: One of the most common approaches to recordkeeping fee payment is revenue sharing. It’s not easy to track investment revenue shared with 401k plan recordkeepers, but fiduciaries must. Source: Amazonaws.com

I’m Not a Fiduciary — It’s That Other Guy — Abstract: We are stuck at 43%. A 2017 DC plan survey by J.P.

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BPP401k.com Newsletter 08.02.17


Why Millennials Should Embrace Roth 401ks  Does your 401k have a Roth account option? More employees, especially younger ones, are choosing to contribute to Roth accounts, according to two recent industry reports. What do these savvy Millennials know? Source: Forbes.

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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!

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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.

 

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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

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