BPS&M Technical and Research Services

Staying current and compliant in the world of employee benefits can be challenging. BPS&M technical specialists provide the research and information needed to keep you informed. When new legislation is passed, regulations are released, or court decisions are announced, our consultants analyze the changes and inform you of how they may affect your plans.

Our technical and research experts can help you with:

  • Draft plan documents and amendments for review by your legal counsel
  • Obtain determination letters
  • Conduct technical compliance research and analysis
  • Provide consulting and filing IRS and DOL corrections program
  • File for Private Letter Rulings and Prohibited Transaction Exemptions
  • Review qualifications of Domestic Relations Orders
  • Provide timely insights on key benefits issues through our Developments and Alerts newsletters

Meet our consultants

Learn more about the consultants of BPS&M.

David R. Alderson David R. Alderson

Technical & Research Consultant

David advises clients on compliance matters relating to plan documentation, disclosure, corrections, and other issues relating to IRS and DOL regulations and guidance. David oversees the firm’s prototype and volume submitter program, its filing of IRS determination letter requests, and the submission of EPCRS application. He is currently a member of IRS’ Determination Letter Liaison Group, a roundtable consisting of IRS representatives and members from the employee benefits private sector.

Contact David at 615-665-5366 or david.alderson@bpsm.com

John Lucas John Lucas, CPA, CPC


John Lucas is a BPS&M Principal as well as the firm’s Director of Technical & Research focusing on client deliverables. John is a “go-to” resource for complicated and arcane compliance matters for our firm and its clients. Typical client projects that John might get involved with include plan design consulting; complex draft document preparation; compliance, corporate governance, and fiduciary review projects; assisting clients with the resolution of ERISA or tax-qualification compliance defects; and consulting related to business acquisitions or divestitures.

Contact John at 615-665-5329 or john.lucas@bpsm.com

Benjamin R. Sears Benjamin R. Sears


Ben has over 30 years of experience in pension and employee benefits. As Director of Research, Ben researches general, technical questions to support firm consultants. He also facilitates dissemination within the firm of employee benefits technical knowledge, and updates on legislative, regulatory, and judicial developments.

Contact Ben at 615-665-5369 or ben.sears@bpsm.com

Scott Williamson K. Scott Williamson

Technical & Research Consultant

Scott joined BPS&M in 2011, after owning and managing a law firm that specialized in federal law. He assists in checking retirement plan documents compliance with regulations and guidelines established by the Internal Revenue Service and the Department of Labor. Scott focuses on document preparation, compliance review, and the review of qualified domestic relations orders.

Contact Scott at 615-665-5317 or at k.scott.williamson@bpsm.com