Top Retirement Planning Serving Birmingham, AL & Across the Southeast
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.
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, and put those plans into action to help provide the building blocks to participants that lead a successful 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 easy and that qualified, well-trained personnel are the key to success. Our professionals are continually focused on the needs of business owners and employees. It is the experience, focus, and integrity of our team members that create 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 13th, 1974 two men, 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.
Retirement Planning
BPI will manage a company's retirement plan on a full-service basis; our goal is to take the administrative burden of running a retirement plan off your shoulders and put it on ours. We also understand that one size does not fit all and that businesses in similar industries may be at different phases of their life cycles. That is why we discuss several retirement plan choices with businesses, ranging from a 401(k) to a Simple IRA or even a Non-Qualified retirement plan.
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!
At Business Planning Inc, we care about you and your family. Our retirement planning company is proud to offer personalized service and pay great attention to your needs. We represent employers and employees in their hunt for the best coverage for their needs. Our retirement planning team collaborates closely with its clients to understand their needs.
Our primary responsibility is to the client. Our retirement planning team works tirelessly to help clients receive the retirement planning they need. Our retirement planning team is dedicated to helping you build the best possible packages for your employees and business. Call today to get started.
Office:
2075 Columbiana Rd, Birmingham, AL, 35216, United States
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