Bryan, Pendleton, Swats & McAllister, LLC (BPS&M) is the benefits consulting arm of Wells Fargo. We offer comprehensive benefits solutions and the services of a diversified financial network. We can help you design and manage employee benefits plans that address the needs of your organization: plans tailored to your culture, customized to your business goals, and in compliance with all government regulations. We strive to contain your plans’ costs and tax liabilities while increasing your employees’ satisfaction.
For over 40 years, BPS&M has been assisting benefits plan sponsors. We serve more than 1,000 clients nationwide through our offices in Nashville Tennessee; Louisville, Kentucky; Jackson, Mississippi; and Richmond, Virginia. Our clients are located throughout the United States, and have business interests in local, national, and international markets. BPS&M is built on five key attributes:
When you become a BPS&M client, you have the personal attention of some of the most experienced and expert professionals in the benefits consulting industry.
Our breadth of expertise and team approach bring a comprehensive perspective to your benefits challenges – along with the insight needed to deliver creative and custom solutions to your employee benefit needs. BPS&M principals average 25 years of experience in helping clients manage their benefits. BPS&M consultants average 15 years of employee benefits experience.
At BPS&M, we encourage professional development through lifelong learning. Of our 120 employees, more than half have professional designations. Our employees are continuously seeking knowledge to improve their skills and enhance their value to our clients. Our employees currently have over 20 different types of professional designations.
BPS&M clients range from small organizations to entities with over 200,000 participants. Our clients' industries include governmental entities, insurance and financial services, healthcare, utilities, manufacturers, retailers, entertainment, hospitality, construction, and more. We draw on our wealth of experience when designing solutions for your organization.
Our competitive pricing coupled with our quality of service provides superior value.
Our consulting approach is simple: we are committed to helping you meet your employee benefits goals. For further inquiries on how to become one of our valued clients, please contact us at firstname.lastname@example.org. Thank you for visiting our page.
We can help you with plan design, actuarial valuations, compliance testing, participant communications, and more.
Our experienced consultants provide advice and guidance to companies with unusually challenging administrative issues, or very complex plan designs.
Our consultants work with your legal, investment, tax, and accounting teams to implement customized, compliant, nonqualified deferred compensation arrangements and options.
Our consultants offer guidance on comprehensive financial risk management strategies, plan design, negotiation skills, regulatory compliance, discrimination testing, and plan administration.
We work with you to create an ongoing communications strategy that delivers a clear and consistent message to your participants.
Our ESOP experts can help you with feasibility analysis, plan design, and compliance testing.
When new legislation is passed, regulations are released, or court decisions are announced, our consultants analyze the changes and let you know how they may affect your plans.
BPS&M clients range from small organizations to entities with over 200,000 participants. Our clients' industries include insurance and financial services, health care, manufacturing, governments, tax-exempt organizations and retail businesses. Designing solutions for a broad spectrum of clients gives us experience and insight when creating solutions for your company.
The typical BPS&M client has one or more of these characteristics:
- Seeks cost-effective defined benefit plan administration and responsive consultants
- Operates in multiple locations, often in multiple states
- Has a complex organizational structure, such as a controlled group of corporations, an affiliated service group, or a leasing/recipient organization
- Has complex benefit plans and programs
- Is expecting organizational and benefit plan changes due to acquisition, merger, or spin-off
- Is challenged by an understaffed human resources department, due to growth or other corporate circumstances
- Is a government or other tax-exempt employer with a staff that includes professionals or high-earning executives
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