Get Smart... Parents!
The smartphone generation is not okay, and ‘parents are completely clueless,’ says documentarian Lauren Greenfield (msn.com)
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
External link for Benefit Plans Plus, LLC
11701 Borman Drive
Suite 300
St. Louis, Missouri 63146, US
7737 Laurel Ave
Cincinnati, Ohio, US
4050 S Fairview Ave
Springfield, Missouri 65807, US
Get Smart... Parents!
The smartphone generation is not okay, and ‘parents are completely clueless,’ says documentarian Lauren Greenfield (msn.com)
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Happy October 15th! As TPA professionals, we dedicate countless hours to meeting this deadline, along with many others throughout the year. Administering retirement plans is complex, but having the best team in the industry makes these challenges easier to manage. Congratulations Benefit Plans Plus, LLC on another successful year! #finishstrong #gratitudewithanattitude
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Shout out to all the amazing individuals in the retirement plan industry! A special thanks to my staff at BPP, my peers in the TPA ecosystem, consultants, and the leadership at recordkeepers and BD’s. Your ongoing support over the past 34 years has been invaluable, both personally and professionally. To each one of you who has played a part, thank you for your continued support and encouragement. Keep an eye out for us in 2025… #gratitudewithanattitude! Pat
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Good stuff!
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#ThrowbackThursday to when we all came together for the BPP Summit! We're immensely grateful for the time met in person, exchanging ideas, thoughts, and revealing our true selves to one another. We departed feeling rejuvenated, invigorated, and prepared to offer our clients the best TPA service and retirement plan solutions! #gratitudewithattitude #celebratesuccess #tpa
❗❗ Check out this new policy paper, “Improving Retirement Outcomes: Demographic Considerations,” by the American Academy of Actuaries.❗❗ The paper offers potential changes and actions for policymakers, think tanks, advisors, actuaries, and employers (plan sponsors) to consider to improve retirement outcomes for groups facing inadequate retirement security under common plan design elements. 🤝 https://bit.ly/4aoe5P9 ✅ #ShoutOut to Matt Rustige and the 2024 Retirement Policy and Design Evaluation Committee for pulling this together. #Welldone
The Academy released a policy paper discussing retirement inequities and how current retirement plan design elements and policies may inadvertently disadvantage certain cohorts of individuals. Read it here: https://bit.ly/4aoe5P9
Most fulfilling work I have ever done … very very validating that our Character Traits matter… take what you need and leave the rest!
Exciting Times Ahead! We are thrilled to kick off our all-firm meetings, starting this afternoon, June 2, through Wednesday, June 5! 🎉 We welcome this fantastic opportunity to come together, share insights, and align our goals and strategies for the months ahead. It's a time to reflect on our achievements, discuss upcoming projects, and reinforce our commitment to innovation and excellence. 🌟 Stay tuned for updates, highlights, and key takeaways from our meetings. Let’s make the most of this time to connect, collaborate, and continue driving success together! 💪 #TeamWork #CompanyMeetings #Innovation #Collaboration #Success
🌟 Thank you Kim Boyette and Voya Financial for the incredible support! We're overflowing with gratitude. Your presence and insights this morning set the tone for an inspiring day! #Gratitude #BPPSummit #ThankYou #Collaboration