Financial Advisors

How We Help Financial Advisors

Your clients are in capable hands – yours. And we want it to stay that way. Benefit Plans Inc. doesn’t sell retirement plans; instead, we partner with skilled financial advisors like you to administer and manage them. At heart, we are committed to the same thing – helping your clients thrive.

Our support is personal and responsive; you and your clients will get the answers you need and the assistance you deserve, whenever you need it. With BPI helping your clients manage their retirement plans, you’re free to focus on serving their other, broader financial goals.

Scroll down to explore tools and information we’ve gathered just for financial advisors. When you’re ready for a less stressful, more lucrative way to handle your clients’ retirement plan management needs, give BPI a call.

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Advisor Resources

Access helpful tools, industry events and trends, important links and educational materials in one convenient place.

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