Our Senior Management Team

Benefit Plans Plus, LLC (BPP) is led by a dynamic leadership team of experienced professionals with a wealth of industry expertise and a commitment to delivering exceptional service.

Patrick M. Shelton, GBA
Patrick M. Shelton, GBACEO, Chief Believer
Patrick is a visionary and strategic leader at Benefit Plans Plus, driving innovation in the business, inspiring teams, and guiding Benefit Plans Plus towards sustainable growth and success in the ever-evolving retirement industry.
Michelle Meyer
Michelle MeyerPrincipal, Operations and HR
Michelle is a results-oriented and versatile operations executive, skilled in streamlining processes, optimizing efficiency, and driving operational excellence to achieve organizational goals at Benefit Plans Plus.
Jason Oesterlei
Jason OesterleiPrincipal, Compliance
Jason is a meticulous and knowledgeable industry expert at Benefit Plans Plus, ensuring adherence to regulatory standards, and mitigating risks to safe guard the integrity and compliance of retirement plans.
Cory Metz
Cory MetzBusiness Development
Cory is dedicated to surpassing ambitious growth goals by nurturing a culture rich in character and innovation, all while aligning with the company’s vision through unmatched service and expertise.

Our Sales Team

Benefit Plans Plus Sales Team is Focused On Service, Experience and Engagement

Service
Exceptional service to
clients and partners
above all else

Experience
Experts in personalized
plan design, consulting,
and administration

Engagement
Every client gets a single
point of contact with
technical experience

Patrick M. Shelton, GBA
Patrick M. Shelton, GBACEO, Chief Believer
Besides being our Chief Believer, Pat also handles sales for the Missouri, Kansas and Arkansas markets.
Matt Wiley
Matt WileyPrincipal, CRPS
Matt handles sales for BPP in the Ohio, Indiana and Northern Kentucky market areas.
Wes Rommerskirchen, MBA, ARPC, CRPS
Wes Rommerskirchen, MBA, ARPC, CRPSPrincipal
Wes handles sales in BPP’s home market of Missouri as well as Illinois, Arkansas and Western KY
Kim Chavira, QKA
Kim Chavira, QKAPrincipal, QKA
Kim handles BPP sales in Western and Central Kentucky as well as Southern Indiana.

Our History of Success

Company Inception

1995 – Benefit Plans Plus, Ltd. was founded by Larry Aberle, APM

Company Merges with Long Standing Accounting Firm

1998 – Benefit Plans Plus, Ltd. merged with Brown Smith Wallace, a St. Louis based accounting firm founded in 1972. BPP had 150 retirement plans under administration at this point. The merger gave BPP the backing it needed to expand.

Growth and Expansion - The 2000's

2002 – Company Launches its website – www.bpp401k.com.
2004 – The firm reached 250 retirement plans under administration.
2006 – Patrick M. Shelton, GBA named Managing Member.
2007 – Reached 450 + Retirement plan clients.
2008 – Received the Centre for Fiduciary Excellence, LLC (CEFEX) Recordkeeper Certification for third party administrator services and the American Society of Pension Professionals and Actuaries (ASPPA) Seal of Service for Provider Excellence.
2008 – Qualified Plan Services merges with Benefit Plans Plus. The firm reached 750 retirement plans under administration.
2010-2014 – BPP continues to expand its presence throughout the mid-west.
2015 – Benefit Information Services merges with Benefit Plans Plus. BPP opens office in Fort Wayne, Indiana. The firm reached 1,000 retirement plans under administration.
2016 – BPP received the Fiduciary Supply Management Association (FSMA) Procurement Rating for third party administrators.
2018 – BPP Hires Principal Matt Wiley, CRPS and opens office in Cincinnati, OH, furthering its Midwest footprint.
2018 – Benefit Plans Plus celebrates the 10 year anniversary of receiving the Centre for Fiduciary Excellence, LLC (CEFEX) Recordkeeper Certification for third party administrator services.
2019 – Tri-State 401(k) merges with Benefit Plans Plus to include an office in Henderson, Kentucky, hiring Kim Chavira, QKA as Principal.
2021 – Benefit Plans Plus is a Founding Member Firm of The Cerrado Group, and Pat Shelton Serves on its executive Committee.

Today and Tomorrow

2023 – BPP Continues to grow and expand its presence in the retirement plan industry by focusing on its key strengths and its culture of customer service.

Join A Team Of Outstanding Individuals

Through Creativity, Integrity & Innovation