BKD Services

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.

Estate Planning

A well-crafted estate plan is made up of two interrelated parts—a plan for the passage of your assets and the documents that will put your plan into effect. BKD works with you and your legal counsel to develop a plan that considers the many aspects of your circumstances.

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Financial & Retirement Planning

Your financial plan should be unique to your situation—there are no off-the-shelf solutions. Using your goals as our guide, we can help you create and maintain a solid financial plan that allows you to spend more time focusing on what’s most important.

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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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Transaction Services

You know your business inside and out and understand its needs better than anyone. BKD's dedicated team of trusted advisors can help identify and quantify the issues you could encounter in your next major transaction.

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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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How can we help you?

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Locations

We have 38 offices in 17 states, with trusted advisors who offer solutions for clients across the country.

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