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BLBB Plan Services llc

Business owners and entrepreneurs can look to us for a wide variety of retirement plan services

Our goal at BLBB Plan Services is twofold:

1. To design, build, and manage retirement plans for your organization that suit and promote your strategic objectives.

2. To provide our corporate and not-for-profit clients with thorough, accurate, and comprehensive investment advisory and education services in support of the retirement plans they offer their employees.

BLBB Plan Services team photo

Our account professionals (l. to r.), Ed Barnes (President of BLBB Plan Services/Financial Advisor), Christine Reddick (401(K) Account Coordinator), Lisa Driscoll (Senior Account Manager), Brianna Barnes March (Financial Advisor) and Tom Hamel (Director of BLBB Plan Services), have an average of over 25 years of experience in retirement plan design and administration.

We work closely with business owners and directors at nonprofits to design, build, and then maintain high-quality and cost-effective retirement plans for them and their employees. Oftentimes, these plans also help employers attract and retain talented employees.

“Your employees have online access to their plan accounts.”

Our Services

 

In partnership with select retirement service providers, every aspect of maintaining a plan including periodic participant statements, government reporting (IRS and DOL), plan communications, IRS discrimination testing, and employee presentations is handled. We also closely follow the trends and changes in laws affecting benefit plans and we provide our clients with the insights necessary to maintain high-quality retirement plans. Additionally, we deliver extensive support to our clients’ payroll and human resources departments.

In short, business owners and entrepreneurs can look to BLBB Plan Services for a wide variety of retirement plan services including:

  • 401K, 403B, and pension plan design 
  • Profit-sharing plan formula development
  • Plan Investment Menu development and maintenance
  • Non-qualified deferred compensation design
  • ESOP design 
  • Plan conversion and takeover coordination
  • Cash Balance Plan design
  • Executive benefit plan design
  • Government reporting and disclosure
  • Employee communications and investment education
 
ASSETS UNDER MANAGEMENT FEE
FIRST $1,000,000 1.00%
NEXT $1,000,000 0.85%
NEXT $3,000,000 0.70%
NEXT $5,000,000 0.55%
THEREAFTER 0.40%
MINIMUM FEE $1,500