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.
Read MoreWealth 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.
Read MoreEmployee 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 depth of plan resources.
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