Your Retirement Plan Architect

As a business owner, you value your employees and recognize the importance of a retirement plan as part of their financial goals. We will assist you in making better decisions for retirement plan design, administration, education, and investment. Furthermore, we will educate your employees about the company plan and assist them in planning for and achieving the retirement lifestyle they have always dreamed of. We believe that company management should be able to focus on running the company and leave the details of the retirement plan to us.

Benefit Planning Specialist, Inc. understands that as a sponsor and fiduciary to your company’s 401(k) plan, you have a responsibility to help ensure plan performance and success. We have partnered with Retirement Plan Advisory Group (RPAG), an alliance of accomplished advisors that are dedicated to serving over 100,000 retirement plans with strategic, expertly crafted consulting services. They provide robust technology, systems, and services that help us protect plan fiduciaries and create successful retirement plan experiences for plan sponsors and participants.