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Home > Investment Professional > Relationships
Relationships
Benefit Plans, Inc. is an independent Third Party Administrator (TPA) that has specialized in qualified retirement plans for over 25 years. And in that time, we’ve established strong relationships with independent advisors, wire houses and banking firms throughout the Midwest.
- Benefit Plans, Inc. is a preferred regional TPA for some of the largest retirement plan providers, including Nationwide, John Hancock, Hartford, American Funds and ING.
- We handle qualified plan recordkeeping for over 700 clients, with accumulated assets that total approximately $1 billion.
- Our services include annual plan reports, year-end discrimination and compliance testing, IRS filings, and plan modernization.
Our experience has given us the knowledge and perspective to give companies the best products for their needs — and our flexibility allows us to deliver personalized advice to every client.
If you are an investment professional interested in learning more about Benefit Plans, Inc. retirement services, please contact Linn Christensen or Darrin Gessert at (402) 891-0808 or (888) 443-3803.
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