Benefit Professionals, Inc. employs ERISA attorneys, Certified Public Accountants, Enrolled Retirement Plan Agent and Certified 401(k) Administrators.
We are located in Albertville, Alabama with satellite offices in Fairhope, Alabama and Cape Coral, Florida to provide local and regional representation.
Benefit Professionals, Inc. staff not only provides professional service, they are dedicated to providing it in a personal manner.
Benefit Professionals, Inc. has established "Preferred Investment Affiliations" with Nationwide, ING, and Transamerica.
We provide an open architecture as well as other investment platforms.
Our Plan services are tailored to the client's needs, objectives and goals.
Benefit Professionals, Inc. is the Investment Advisor's "Partner". We do not direct sell any investment products; rather, we concentrate on an "Expert Team" approach to servicing Plan Sponsors.
Benefit Professionals, Inc. clients are assigned to a "Service Team" responsible for all activities including day-to-day plan operations, employee communications, quarterly reconcilliations, and annual compliance and reporting. All clients' work products are subjected to a stringent management review process prior to delivery.
Benefit Professionals, Inc. has been providing quality retirement plan services for over a decade.
Our employee's average tenure is 10+ years, with management averaging over 16 years.
Benefit Professionals, Inc. offers a flexible pricing structure, direct or indirect payments and full fee disclosure.
All Benefit Professionals, Inc. proposals provide fee guidelines and customized fee quotes.
Fees are quoted for a 2 year minimum service period.
- ERISA Attorney
- Juris Doctorate, University of Alabama, School of Law
- B.S. in Accounting, University of Alabama, cum laude
- 21 Years Experience in Employment Benefits
- Member of American Society of Pension Professionals and Actuaries (ASPPA)
- Member of the Alabama State Bar Association
- Member of the Alabama Profit Sharing and 401(k) Council
- Member of the Birmingham Tax Forum
- Past Chairperson for Accountants Global Network (AGN) International Employee Benefits Committee
- Graduate of Marshall County Leadership Challenge
- Member Altrusa International
- Frequent lecturer to professional societies, accounting, human resource and financial organizations
- IRS Enrolled Retirement Plan Agent (ERPA)
- American Society of Pension Professionals & Actuaries (ASPPA), Qualified Pension Administrator (QPA), and Qualified 401(k) Administrator (QKA)
- 10 Years Retirement Plan Administration Experience
- 22 Years accounting experience in various business aspects
- President of Relius Southern Users Group
- Member of the Alabama Profit Sharing and 401(k) Council
- B.S. in Business, Auburn University
- 12 Years Retirement and Flexible Benefit Plan Experience
- 14 Years experience in Business Accounting
- American Society of Pension Professionals & Actuaries (ASPPA) Daily Valuation Certified, Certified Plan Administrator (PA-1, PA-2)
- Member of the Alabama Profit Sharing & 401(k) Council
- Member of the Relius Southern Users Group
- Member of the Alabama Profit Sharing 401(k) Council
- 13 Years Retirement Plan Experience
- American Society of Pension Professionals & Actuaries (ASPPA)
- Certified Plan Administrator (PA-1, PA-2)
- Member of Relius Southern User Group
At Benefit Professionals you determine your retirement plan goals and objectives. Our services reflect those needs in a flexible but personalized service solution. Check out some of our most commonly requested options listed below:
- Custom Plan Design
- Prototype/Volume Submitter/Custom Plan Documents
- Enrollment Communications
- Daily, Monthly, Quarterly, and Annual Participant Account Allocations
- Governmental Compliance and Testing
- Governmental Filings
- Internal Revenue Service/Department of Labor Audit Representation
- Profit Sharing
- 401(k)
- 401(k) Safe Harbor
- Money Purchase
- Target Benefit
- Employee Stock Ownership
- Multiple-Employer
- IRC §457
- IRC §403(b)
- Non-Qualified
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302 East Main St.
Albertville, AL 35950
800.545.6741
