Bryan, Pendleton, Swats & McAllister, LLC a Wells Fargo Company, is an employee benefits consulting firm that provides a full range of services focusing on the design, implementation, and administration of retirement plans, health and welfare programs, nonqualified deferred compensation plans and benefits communications.

Founded as a partnership in 1971, BPS&M has over 39 years of benefits consulting experience. Our offices located in Nashville, Tennessee; Louisville, Kentucky; Jackson, Mississippi; and Richmond, Virginia serve more than 1,000 clients, throughout the 50 states, with interests in local, national, and international markets. BPS&M’s history and growth are based on providing benefits consulting services that exceed our clients’ expectations. Today we remain committed to the key principles behind our long-term success—strong technical expertise joined with responsive, personal attention to our clients.

Our employee benefits services include:

• Defined Benefit Plan Management Comprehensive services to manage your defined benefit plans including administration, minimum and maximum funding calculations, and accounting disclosure calculations.
• Defined Contribution Consulting Services For companies with unusually challenging administrative issues, or very complex plan designs.
• Non-Qualified Deferred Compensation Consulting Services Solutions include maximizing benefits under existing plans, providing analysis of benefits under different plans, designing customized non-qualified options and more.
• Health & Welfare Plan Management Services Experienced in ERISA, IRC, state law and DOL regulations, we provide financial risk management, regulatory compliance testing, administrative services and GASB and OPEB studies.
• Employee Benefit Communications Services Providing personalized employee benefit statements, communications strategy and planning and more.
• Due Diligence in Mergers and Acquisitions From identifying liabilities and to estimating future contribution and expense requirements, compliance vetting to managing plan transitions.
• Employee Stock Ownership Plan Complex plans that offer valuable benefits to employees and tremendous tax planning potential for employers, shareholders and employers.
• Compliance Review Company requests a self audit to determine if one or more of its employee benefit plans is in compliance with ERISA and tax code requirements.

BPS&M has 120 employees working together to create a multi-disciplinary approach to our benefits consulting. The credentials of our consultants and staff underscore the expertise and experience we bring to every assignment:

 

 Actuarial

• 31 Actuaries
• 21 Fellows of the Society of Actuaries
• 7 Associates of the Society of Actuaries
• 22 Enrolled Actuaries
• 11 Fellows of the Conference of Consulting Actuaries
• 22 Members of the American Academy of Actuaries

Other Benefit-Consulting Professionals & Support Staff

• 8 MBAs
• 5 CPAs
• 8 CEBS (Certified Employee Benefits Specialists)
• 6 ASPPA Certified Pension Consultants
• 7 ASPPA Qualified Pension Administrators
• 8 ASPPA Qualified 401(k) Administrators
• 5 ESOP Association Members
• 4 JDs

 

Office Locations

Tennessee BPS&M, LLC 5301 Virginia Way, Suite 400 Brentwood, TN  37027 Main Telephone: (800) 222-5493 or (615) 665-1640 Fax: (615) 665-1650 Contacts: Phil Trella Managing Principal (615) 665-5344 phil.trella@bpsm.com   Tom Swain Consulting Actuary/Principal (615) 665-5319 tom.swain@bpsm.com Kentucky BPS&M, LLC 11807 Brinley Avenue, Suite 101 Louisville, KY  40243-1090 Main Telephone: (502) 244-7828 Fax: (502) 244-7838 Contacts: Ken Hohman Consulting Actuary/Principal (502) 253-4628 ken.hohman@bpsm.com   Mississippi BPS&M, LLC 4500 I-55 North, Highland Village, Suite 266 Jackson, MI  39211 Main Telephone: (601) 981-2155 Fax: (601) 366-7341 Contacts: Mike Brister Principal (601) 984-8962 mike.brister@bpsm.com   Virginia BPS&M, LLC 9020 Stony Point Parkway, Suite 200 Richmond, VA  23235 Main Telephone: (804) 267-3100 Fax: (804) 330-1386 Contacts: Jim DeGrandis Consulting Actuary (804) 267-3154 jim.degrandis@bpsm.com

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