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

  • What Happens If AT&T Beats the Government? March 18, 2018
    No matter who wins, the blockbuster antitrust trial pitting AT&T against the U.S. government will reshape the media landscape. What it won’t do is end the upheaval of an industry contending with new competitors and new technologies.
  • Qualcomm: In the Market for Fresh Perspective March 17, 2018
    Can Qualcomm break from its past without endangering its future? That should be the key question on the minds of the chipmaker’s board of directors in the wake of its close call with Broadcom.
  • Drinkers Go Crazy for Gin, Investors for Tonic March 16, 2018
    It’s party time in the gin industry—but buying a gin producer may not be the best way for investors to join the fun.

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.

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Phone: 402-466-5109