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Benefit Plans Plus

Latest News:

IRS Announces Pension Plan Limitations for 2010 More

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Benefit Plans Plus Announces New, Expanded Roles

As part of the long-term plan to strategically manage the growth and success of the firm, Benefit Plans Plus has promoted Michelle Meyer to Manager of Operations and Julie Martin to Supervisor.

Regulation & Legislation: New 401(k) Advice Rules Set To Come Out Soon The Labor Department is likely to issue new rules governing investment advice given to 401(k) plan participants by the end of this month, Assistant Labor Secretary Phyllis Borzi said.

Adviser Do's and Don'ts With the DOL set to release new disclosure rules this Spring, this article alerts advisers to some important do's and don'ts when writing service agreements. Source:Reish & Reicher PC

Fiduciary and Audit Requirements Still Hazy for 403(b) Sponsors Although the new regulations governing 403(b) plans are already in effect, many plan sponsors admit to not fully understanding certain compliance requirements. Source: PlanSponsor

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CEFEX SealBenefit Plans Plus holds the American Society of Pension Professionals and Actuaries (ASPPA) seal of  recordkeeper  excellence  for third party administrators,  as certified by the Centre for Fiduciary Excellence, LLC (CEFEX) . This is the top recognition in the industry. 

Benefit Plans Plus specializes in retirement plan design and administration services, for 401k, 403b and pension plans under ERISA - Employee Retirement Income Security Act of 1974. We also specialize in technical corrections and fiduciary services consulting to fiduciaries of qualified retirement plans. We are a retirement employee benefits consulting firm that makes A Measurable Difference for our clients. Every member of our team is empowered and expected to deliver on our brand promise through their actions and interactions with clients, our referral sources and the community.

At Benefit Plans Plus, our core purpose is to create and preserve wealth by providing innovative solutions. Some of our core values are: excellence in all that we do, service to the client above all else, hard work, commitment, continuous improvement, honesty, integrity and objectivity in our dealings with others.

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