Wealth management, retirement planning, financial advisors

Benefit Plan Consulting

BKD Helps Retirement Plan Sponsors Fulfill ERISA Responsibilities & Implement Best Practices

The Benefit Plan Consulting (BPC) practice of BKD Wealth Advisors strives to deliver practical, timely and proactive consulting services to retirement plan sponsors, including:

  • Plan design
  • Implementation
  • Compliance testing and administration
  • Government filings
  • Record-keeper searches
  • Investment consulting
  • Employee education

We provide assistance to hundreds of employee retirement plans, including 401(k), 403(b), profit sharing, health and welfare, defined benefit, ESOP and more. We also assist health and welfare plans file Form 5500. Our goal is to help plan fiduciaries fulfill their responsibilities, implement industry best practices and provide plans that give employees an opportunity to create successful retirement outcomes.

Reach out to one of our trusted advisors to start a conversation on how we can help you and your organization thrive.

Investment Management

Our investment philosophy centers on managing both risk and return with a process that places your interests first. Our approach, rooted in decades of academic and market research, can help investors avoid major pitfalls.

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Wealth Management

BKD Wealth Advisors uses extensive professional knowledge to build a unique plan tailored to your objectives. Our role as a fiduciary means you can be confident we put you and your interests first.

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Employee Benefit Plan Audit

With the significant investment you make in your employee benefit plan, you understand the importance of closely monitoring your plan’s areas of risk, internal controls and financial statement amounts and disclosures all while maintaining compliance with regulations. That’s why many plan sponsors are turning to BKD for timely insight, innovative solutions and a depth of plan resources...

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Locations

We have 40 offices in 18 states, with trusted advisors who offer solutions for clients across the country.

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