BPS&M Services

Your employee benefit plans may contain complex structures, unusual regulatory compliance situations, challenging administrative and human resources issues, or a need for customized solutions. BPS&M can help. Our consultants can identify opportunities as well as challenges ― from addressing financial requirements to resolving complex compliance problems.

Learn more about our services and how we can help you.

Defined benefit plan consulting

We can help you with plan design, actuarial valuations, compliance testing, participant communications, and more.

Defined contribution plan consulting

Our experienced consultants provide advice and guidance to companies with unusually challenging administrative issues, or very complex plan designs.

Nonqualified deferred compensation consulting

Our consultants work with your legal, investment, tax, and accounting teams to implement customized, compliant, nonqualified deferred compensation arrangements and options.

Health and welfare plan consulting

Our consultants offer guidance on comprehensive financial risk management strategies, plan design, negotiation skills, regulatory compliance, discrimination testing, and plan administration.

Specialized benefits reporting and analytics

We work with you to create an ongoing communications strategy that delivers a clear and consistent message to your participants.

ESOP consulting and administration

Our ESOP experts can help you with feasibility analysis, plan design, and compliance testing.

Technical and research services

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.