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

  • Chip Gear Makers Perfect the Earnings Machine August 22, 2017
    Makers of semiconductor manufacturing equipment are more profitable than ever, which poses an interesting dilemma for investors accustomed to buying low and selling high.
  • The Price Isn't Right for Home Builders August 22, 2017
    Shares of home builders look pricey and vulnerable to a correction as costs rise and affordability is strained.
  • Why the ECB Can't Catch a Break on the Euro August 22, 2017
    At the start of July, both German bond yields and the euro were moving higher. But in August they have diverged, with bond yields off the boil but the euro maintaining its poise. The answer to the conundrum may lie outside the eurozone.

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