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BPS&M Defined Contribution Plan Consulting Services

Whether you’re looking for plan management services or to expand the capabilities of your current recordkeeper, our consulting professionals have the expertise you need.
Our defined contribution plan experts can help you with:
  • Benchmarking of plan design and administration
  • Plan design consulting and implementation
  • Nondiscrimination testing and other compliance services
  • Governmental filings
  • Operational reviews
  • Compliance and governance self-audits
  • Merger and acquisition due diligence and integration
  • IRS and DOL corrections
  • Fiduciary consulting, training, and compliance
  • Data aggregation, review, and management
  • Preparation of individually designed and prototype documents for legal counsel review