Professional Service... On a Personal Level

Since Last Century Clients Have Trusted Benefit Planning, Inc. With Their Retirement Plans

History of Success
Benefit Planning, Inc. is a full service pension administration firm providing services to nearly 3,000 sponsors. We have over a century of combined experience in retirement plan design and administration, we are experts in the design, administration, government regulation and many other factors that impact your retirement and employee benefit programs. . Our expertise is in the design of retirement plans that fit our client's needs and objectives with an emphasis on finding practical solutions to difficult situations.

We employ credentialed and experienced consultants holding professional designations by a number of nationally-recognized societies. Each client is assigned to a specific administration team to best meet expectations and provide individualized service. We strive to be client-driven in both product and operation. Not only are we available to solve administrative issues, plan redesigns, and assist with legal filings, but we do so using our secure data processing systems to ensure that personal information remains that way.

Client Centered Focus
Because we work independently of investment firms, financial planners and advisors, our staff is able to provide objectivity and balance centered on the needs, concerns and goals of our clients.

Protecting you and your employees' future are our first priorities. Every detail is carefully weighed, measured and placed in accordance with the total picture. No stone is left unturned on your behalf. Every senior staff member knows who you are and why you're here.

Our Mission
We firmly believe that the quality of service we provide is enhanced by our commitment to our clients and by the personalized service we offer. 

 RICHARD L. KAPLAN, C.P.A., A.P.A., Q.P.A., President
Mr. Kaplan, a principal in the firm, established his own pension consulting firm in October of 1975. In 1987, his firm was acquired by Integrated Financial, a subsidiary of IDS/American Express where Mr. Kaplan served as Vice President of Qualified Plan Marketing until joining Benefit Planning, Inc. in January of 1991.

Mr. Kaplan is a member and/or associate member of numerous professional organizations related to public accounting and the pension field, including the American Institute of CPA's, California Society of CPA's, National Institute of Pension Administrators, American Society of Pension Actuaries and the Western Pension and Benefits Conference. In addition, Mr. Kaplan has lectured on pension planning for the UCLA paralegal program, American College of Chartered Life Underwriters, the National Tax Advisors Association and various CPA societies. He graduated from the University of Southern California with a bachelors degree in accounting.