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.

How can we help you?

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

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