About Us

Benefit Plans Plus, LLC offers customized retirement plan design, administration, fiduciary compliance management and consulting services for retirement plans. Through our unique offerings including the Fiduciary Health Check^SM and the SBO 401k we serve more than 480 clients nationwide. Our well credentialed team of retirement plan experts boasts more than 16 years experience each.

We specialize in retirement plan design and administration services under ERISA - Employee Retirement Income Security Act of 1974. We also specialize in technical corrections and fiduciary services consulting to fiduciaries of qualified retirement plans. We are a retirement employee benefits consulting firm that makes A Measurable Difference for our clients. Every member of our team is empowered and expected to deliver on our brand promise through their actions and interactions with clients, our referral sources and the community.

Our Team

• Patrick Shelton, GBA, Managing Member
• Nancy A. Flachsbart, Member
  
  
• Judy Alberternst, Senior Retirement Plan Specialist
• Donna Anderson, Senior Retirement Plan Specialist
• Eddiemae Brown, Pension Analyst
• Jeana Craft, Retirement Plan Specialist
• Pat Crane, Senior Retirement Plan Specialist
• Karen Fish, Pension Analyst
• Nancy Gossage, Retirement Plan Specialist
• Sharon Hanvey, Pension Analyst
• Robert Higgins, JD, CEBS, APM, AIFA®, Fiduciary Services, Senior Consultant
• Julie Martin, PRP, Supervisor
• Michelle Meyer, Operations Manager
• Jason Oesterlei, QPA, QKA, AIF®, Compliance Manager
• Danielle Oser, APR, Business Development Specialist
• Carrie Patterson, Plan Installation Specialist
• Wes Rommerskirchen, MBA, Business Development & Flexible Benefits Specialist
• Debbie Sammons, Executive Assistant / Billing Specialist
• Sheri Sussenbach, Operations Manager
• Bill Wagnon, CPC, CISA, Special Projects Manager
• Tina Westcott, Distribution Specialist
• Brad Wheeler, Senior Retirement Plan Specialist
  

Professional Involvement

Our well credentialed team holds memberships, accreditations and designations from:

• American Society of Pension Professionals & Actuaries (ASPPA)
  • APM (Associated Professional Member)
  • CPC (Certified Pension Consultant)
  • QKA (Qualified 401k Plan Administrator)
  • QPA (Qualified Pension Administrator)
• Center for Fiduciary Studies
  • AIFA (Accredited Investment Fiduciary Analyst)
• Financial Planning Association
• Information Systems Audit & Control Association (ISACA)
  • CISA (Certified Information Systems Auditor)
• Institute of Internal Auditors (IIA)
• International Foundation of Employee Benefit Plans (IFEBP)
  • CEBS (Certified Employee Benefit Specialist)
  • GBA (Group Benefit Association)
• International Society of Certified Employee Benefits Specialists (ISCEBS)
• National Association of Insurance & Financial Advisers
• National Institute of Pension Administrators (NIPA)
• PLANSPONSOR Institute
  • PRP (PLANSPONSOR Retirement Professional)
• Profit Sharing Council of America
• Public Relations Society of America
  • APR (Accredited in Public Relations)