RETIREMENT PLAN COMPLIANCE & CONSULTING PROFESSIONALS FOCUSED ON YOU AND YOUR EMPLOYEES
Located in Birmingham, AL and proudly servicing companies across the Southeast
Building The Best Strategy
Retirement security takes preparation. BPI can help you recognize which important factors to evaluate while making decisions regarding your company’s retirement plan. Once a plan is selected, we will put it into action and set your employees on the path that leads a succesful retirement.
If you're ready to take the next step in setting up a retirement plan and planning for the future, fill out the form below. If you have questions or concerns, we are here to help. We'll connect you with a retirement plan specialist so you can get started right away.
Offering Your Business Real Benefits
BPI understands that proper business solutions do not come easily and that qualified, well-trained personnel are the key to your success. Our professionals are continually focused on the needs of business owners and their employees. This focus, along with the experience, and integrity of our team, creates the quality service offering that our clients have come to expect.
Partners In Growth
On September 2, 1974, the Employment Retirement Income Securities Act (ERISA) was passed; on Friday, September 13, 1974, Carlton Cook and Denk Weitnauer, established Business Planning, Inc. The two shunned Friday 13th superstitions and launched one of the earliest retirement plan consulting companies in the post-ERISA era. They saw the opportunity to provide a service to employers, employees, and their families that had been underrepresented before the passage of ERISA. From the outset, Carlton and Denk’s philosophy was to provide a full-service product by concentrating on the needs of small and family business owners and their employees.
Benefit Plan Solutions For Employees, Employers, & Businesses
Companies have chosen BPI year after year because we know that the key to financial security is preparation and vision. Preparation through knowing the client and vision through selecting the right product for the right situation. BPI can help you obtain financial security for today and for the future.
Employee Benefit Consulting Services
Corporate Retirement Planning
BPI is able to provide full-service administration of a company’s retirement plan – our goal is to take the administrative burden of operating a retirement plan off your shoulders and put it on ours. We also know that one size does not fit all and that even companies in similar industries may be in different stages of the company life cycle. That is why we talk to companies about different retirement plan options from a 401(k) to a Simple IRA or maybe a Non-Qualified retirement plan. The first step to any plan implementation is to get to know the client; BPI is focused on having multiple face-to-face conversations with the owner and executives in order fully comprehend the company’s needs and objectives. For potential clients, BPI will provide a full review and independent evaluation of your current retirement plan. If after the evaluation BPI does not believe that we can improve the design or service of your plan, there is no cost to you.
Once a plan has been put in place, all BPI retirement plan clients are offered the following servcies:
- Annual executive review meetings
- Multiple retirement plan options
- Employee meetings based on plan requirements and client request
- Daily valuation
- Full trust accounting of all contributions
- IRS 5500 filing
- IRS and Department of Labor compliance reviews
- Payroll and plan contribution uploads to investment companies
- Multiple investment fund choices
Group Insurance
BPI is able to install group disability and life insurance programs for businesses of all shapes and sizes. However, BPI does not just sell “packaged client solutions” or bill a client hourly for “consulting.” BPI is an independent broker with access to multiple product and vendor options. BPI’s focus is to develop a holistic, customized employee benefit plan without burdening the client with a large initial cash outlay. BPI performs an analysis of options, creates a plan design, and implements the solution with no upfront cost.
EXECUTIVE BENEFIT CONSULTING
As BPI grows with its clients, we can offer the additional financial structure for company leaders by providing executive benefit consulting services including business continuation and financial security planning.
Why Choose BPI For Your Retirement Plan Needs
Simply put – our goal is to help our clients succeed. BPI is committed to providing an employee benefit and administrative package that will create a positive working environment. A successful employee benefits program will empower the employees as they realize their company is assisting in securing their current and future financial needs. For owners and executives, success is a result of being able to concentrate on running a business rather than spending time on administrative responsibilities.
- We do business the traditional way – we get to know our clients and their needs and we work with you to make the best decisions for your business.
- We know your business because we are like your business – efficiently run and privately owned!
- We want to give you more time to run your business – BPI can handle all the administrative work related to your employee benefits.
- We make things easy on our clients – BPI’s one, close-knit office personally handles all of your requests.
Just as important as knowing our strengths, we know our limitations. BPI is not the best alternative for every situation, and we are not afraid to tell you. To reiterate – we want you to succeed even if that means BPI is not a part of the final solution.
Frequently Asked Questions
If you find your question about employee benefit consulting is not answered here please give us a call!
Office:
2075 Columbiana Rd, Birmingham, AL, 35216, United States
Phone:
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