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Latest Articles


BPP401k.com Newsletter 06.21.17


Should You Use Your Retirement Savings to Start a Business?  If you’re thinking of starting a business, you need money. And if you are lacking investors and lenders knocking on your door, it may dawn on you: You have startup capital sitting in a 401k, IRA or some other retirement account. Should you use it? Source: Usnews.

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BPP401k.com Newsletter 06.14.17


Questions 401k and 403(b) Participants Should Ask When the Plan Advisor is Changed The DOL rule will force many advisors to act as a fiduciary which will in turn force many of the over 200,000 advisors without necessary experience or training to either opt out or get serious creating massive turnover. So, what questions should plan participants be asking when a 401k or 403(b) change their plan advisor? Source: 401ktv.

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BPP401k.com Newsletter 06.07.17


401k Accounts Need to Be Easier to Move From Job to Job  In short, in most cases as employees move from one large employer with a low-fee 401k to another, the smartest move would be to roll over their balances from the old plan to the new plan. But given the enormous hurdles, participants are much more likely to cash out or move their balances into a high-fee IRA. Cashouts and high fees dramatically reduce balances at retirement. This problem is fixable. Source: Marketwatch.

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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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