Every retirement plan requires some annual maintenance. That’s where BPP comes in. Our team of retirement plan experts is here to make sure that your plan meets all of the those requirements. From testing to filing we do it all. We service all types of retirement plans, including: 401(k) – all variations of this the most popular type of retirement plan, 403(b), 457(b), and almost every type of plan available.

Every retirement plan must operate in compliance with national regulating bodies, including the IRS and Department of Labor. BPP will conduct all of the necessary testing to ensure your plan is in compliance with all of the regulations, helping you to avoid the fines associated with non-compliance.

For plans that are not in compliance, we specialize in fixing broken plans, contact us for details.

There are a several reports that a required to be filed each year for your retirement plan. It may not be the most exciting thing we do, but it is very important. We prepare annual employer valuation reports, including trust balance sheets and trust income statements for plan administrators. We also prepare the annual participant statements, along with an summary annual report (SAR), and we prepare the annual IRS Form 5500 along with all of its required schedules. Our goal is to keep your plan in compliance!

The BPP team handles all of the aspects of your plan participants loans and distributions. We have well tested and secure methods for making sure this process is handled accurately and efficiently.