A Measurable Difference
Benefit Plans Plus is committed to providing advisors and plan sponsors with the practical tools, services, and strategies they need to grow healthier retirement plans.
Retirement Plan Consulting
Benefit Plans Plus plays a critical role in setting up a retirement plan. We start by designing and customizing the plan to meet the unique needs of a plan sponsor, ensuring compliance with IRS regulations, and providing ongoing administration and support for the plan sponsor and eligible participants
Plan Design
We provide comprehensive assistance to custom design your retirement plan from the very start, offering tailored options that perfectly fit your situation.
Benchmarking
We consult on changes in the retirement landscape to ensure that your retirement plan remains relevant and cost-effective over time while meeting today’s regulatory requirements.
Compliance Review
We conduct a thorough review to assess your current plan, looking for inefficiencies and missed tax opportunities, and identifying areas susceptible to operational or compliance errors.
Fiduciary Health Check
We assess of your fiduciary structures and processes to uncover opportunities to improve plan procedures, mitigating your risks while saving time and money.
Technical Corrections
We prepare, submit, and negotiate formal corrections under IRS and DOL programs, such as EPCRS for operational issues and DFVCP for non-filing of Form 5500’s.
Expert Representation
We offer guidance, expertise, and advocacy in retirement plan- related legal or administrative proceedings.
Mergers & Acquisitions
We help employers adjust their retirement plans during events like mergers, acquisitions, or downsizing to identify financial exposure and transitional concerns.
RFP Assistance
We assist in the Request for Proposal (RFP) process for changing retirement plan providers by drafting the RFP to your specifications, and helping to evaluate responses.
