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.
Read MoreFinancial & 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.
Read MoreInvestment 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 MoreTransaction 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.
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.
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