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

  • How the Fed's Unwind Will Ripple Through Banks September 20, 2017
    The gradual wind down of the Federal Reserve’s balance sheet will have far-reaching effects throughout the banking system. For the most part, major banks stand to benefit.
  • Murky World of Drug Rebates Gets Airing in Lawsuit September 20, 2017
    The closely guarded world of drug pricing is getting a public airing in a feud between two of the industry’s biggest companies. The attention drawn to rebates could hurt the profits of some very successful drugs.
  • Adobe's Cloud Hits First Headwind September 20, 2017
    Larger deals have been taking longer to close, but software maker’s cloud transition still packs a lot of growth ahead.

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