Client Resources

As a trusted source for our clients, Benefit Planning Specialist, Inc. offers useful websites and go-to sources of information to help you stay informed.



RPAG Retirement Report – news and updates for plan sponsors and fiduciaries of defined contribution plans.


Helpful Tools

EFAST2 Electronic Filing System from the Department of Labor – an electronic system designed by the Department of Labor, Internal Revenue Service, and Pension Benefit Guaranty Corporation to simplify and expedite the submission, receipt, and processing of the Form 5500 and Form 5500-SF.

Social Security Online: Retirement Planner – use this tool to explore a variety of retirement scenarios and learn how to qualify for Social Security benefits.


Educational Resources

American Society for Pension Professionals and Actuaries  – the premier national organization for career retirement plan professionals offering extensive educational opportunities.


RSS Wall Street Journal Market News

  • Raises and Bonuses Are About Economics, Not Politics January 21, 2018
    The bonuses and wage increases companies have been handing out since the tax plan passed won’t weigh very heavily on profit margins. The environment that engendered them will.
  • IBM's Growth Comes at a Cost January 21, 2018
    For IBM, a bit of growth, as it turns out, isn’t quite enough to assuage concerns about how the company gets there.
  • Why Retailers Don't Mind Bigger Wage Bills January 21, 2018
    Bigger bonuses and higher wages that companies have been handing out since the new tax law was signed in December are a small fraction of the value of tax cuts.

The information being provided is strictly as a courtesy. When you link to any of these websites provided herein, Benefit Planning Specialist, Inc. makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site.

Contact us!

Phone: 402-466-5109