Innovative Retirement Plan Solutions

Our approach enables plan sponsors to evaluate and manage their retirement plan resources prudently and efficiently while providing participants confidence that their plan is managed wisely.

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Your Retirement Plan Architect

We believe that management should focus on what they do best – running the company – and let us focus on what we do best – managing the details of retirement plan design, administration, education, and investment.

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Focused On You

Take advantage of our knowledge and industry experience to create a retirement plan that can help your employees achieve the retirement lifestyle they have always dreamed of.

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Who We Are

Benefit Planning Specialist, Inc. is an independent financial services firm dedicated to helping business owners and their employees define and achieve their retirement goals.

Objective Guidance

Our resources enable us to help improve plan value and enhance investment opportunities for plan participants.

Focused On You

Take advantage of our knowledge and industry experience to create a retirement plan that can help your employees achieve the retirement lifestyle they have always dreamed of.

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