New Managing Member Named at Benefit Plans Plus
ST. LOUIS, MO, March 11, 2009 -- Patrick Shelton has been named managing member at Benefit Plans Plus.
Shelton's role as managing member recognizes his more than 19 years experience providing retirement plan administration and consulting services for clients in a variety of industries. Shelton takes pride in working closely with financial advisers, wholesalers and clients, providing plan design, administration, and fiduciary compliance management services to nearly 500 plans throughout the nation.
As managing member Shelton will maintain responsibility for overall practice management and growth. In addition he is responsible for business development as well as developing new initiatives. Shelton specializes in financial advisor relations, including 401k sales prospecting presentations, vendor searches and fiduciary consulting. Shelton is a nationally recognized industry expert who has been a speaker at a number of conferences and quoted by national publications including Inc. and the Wall Street Journal.
"It is an honor to be recognized by the leadership of Brown Smith Wallace, LLC and formally charged with continuing to develop Benefit Plans Plus, LLC into the premiere retirement plan (TPA) in the Midwest," says Shelton. "My success to date is directly related to my faith, guidance of mentors and the support of my staff and family, especially my wife."
Under Shelton's leadership Benefit Plans Plus has attained the American Society of Pension Professionals and Actuaries (ASPPA) seal of recordkeeper excellence for third party administrators, as certified by the Centre for Fiduciary Excellence, LLC (CEFEX). This is the top recognition in the industry.
Shelton has earned the Group Benefits Associate (GBA) designation from the International Foundation of Employee Benefits Plans Certified Employee Benefit Specialist (CEBS) program and is currently completing the required curriculum for the CEBS designation. He has received "Recognition of Academic Achievement in Group Benefits" from CEBS. Pat also holds a Life & Health insurance license in the state of Missouri. Additionally he is a member of the Financial Planning Association, the International Federation of Employee Benefit Plans, the National Association of Insurance and Financial Advisers and the Profit Sharing Council of America.
Shelton is a graduate of Westminster College in Fulton, Missouri and holds a Bachelor of Arts degree in Business/Committee Plan. Shelton resides in Ballwin, Missouri with his wife and three children.
About Benefit Plans Plus
Benefit Plans Plus, LLC offers customized retirement plan design and administration, fiduciary compliance management and consulting services for retirement plans. Through unique offerings including the Fiduciary Health Check™ and the SBO 401k BPP serves nearly 500 clients nationwide. Benefit Plans Plus holds the Centre for Fiduciary Excellence, LLC (CEFEX) recordkeeper certification for third party administrator services and the American Society of Pension Professionals and Actuaries (ASPPA) seal of service for provider excellence -- the top recognitions in the industry. In addition, the well credentialed team of retirement plan experts averages more than 17 years of experience each. For more information about Benefit Plans Plus, a subsidiary of Brown Smith Wallace, LLC, visit www.bpp401k.com or call 314.983.1200.
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