WHAT WE DO: Benefit Plans Plus (BPP) is a Third Party Administrator (TPA) that actively partners with Financial Advisors by providing effective tools, services, and support for front-end business development and client retention. We are experts in retirement plan consulting, personalized plan design, and hassle-free plan administration.

WHO WE WORK WITH: Financial Advisors, Business Owners, Retirement Plan Recordkeepers, DCIOs, Payroll Vendors, & CPAs.

HOW WE DO IT: Our partners see us as an extension of their business development efforts. From quote to close, and throughout the life of the plan, we support our partners in each phase of the process and offer a host of tools not typically seen in TPA partnerships. We’re successful when they’re successful.

WHY IT WORKS: Many of our Financial Advisor partners do not consider themselves retirement plan experts. We commit to being the expert in the room and recent research shows that involving us early in the process to consult with a prospect significantly increases the probability of closing the business. 

WHAT MAKES US DIFFERENT: Most TPAs tend to be reactive in their methodology. We embrace the opposite approach by using a hands on, consultative approach. Call us early in the process and let us help you craft a strategy to win the business. We write over 150 new plans each year, we know what works and what doesn’t—use us as a sounding board. 

WHAT OTHERS SAY ABOUT US: “BPP is like a Master Chef… they take the laws and regs governing qualified plans as the ingredients, and based on the tastes of their clients, create a recipe to satisfy their plan goals.” Chris Barlow, Managing Director, KnowHow 401k

CONTACT US AT: 
E: sales@bpp401k.com
P: 314-824-5252

Benefit Plans Plus, LLC

Patrick M. Shelton

This department focuses on managing and nurturing relationships with clients to ensure satisfaction and retention.

Client Relations

This department provides actuarial analysis and relationship management to ensure effective risk assessment and client engagement.

Actuarial Services

This department manages and analyzes pension plans, ensuring compliance and optimizing benefits for participants.

Pension Administration

This department manages and administers retirement plans and related services for employees.

Retirement Services

This department focuses on managing the installation and implementation of products and services.

Installation Services

This department focuses on identifying growth opportunities, building relationships, and promoting the company's products and services.

Benefit Plans Plus, LLC

Org chart

Teams

Client Relations

Actuarial Services

Pension Administration

Retirement Services

Installation Services

Business Development

Offices

Benefit Plans Plus, LLC

Org chart

Teams

Client Relations

Actuarial Services

Pension Administration

Retirement Services

Installation Services

Business Development

Offices

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