Business Details
Expert Retirement Plan Administration & Consulting Services
At Blue Benefits Consulting, we specialize in retirement plan administration and consulting services tailored to meet the unique needs of businesses and their employees. Our team of qualified professionals brings decades of combined experience in pension administration, compliance testing, and plan design. As an affiliate of Blue & Co., LLC, we provide access to comprehensive resources in assurance services, tax consulting, and business valuation. With offices in Bloomington and Carmel, Indiana, as well as Columbus and Seymour, Ohio, we serve clients nationwide through personalized retirement solutions. Our expertise spans 401(k) plans, defined benefit arrangements, profit-sharing models, and ESOP plans.We maintain active involvement in industry organizations like ASPPA to stay current with evolving regulations. Our professionals hold prestigious credentials including QKA, QKC, and CPC designations. We prioritize seamless plan operations through trust accounting reconciliation, participant distribution management, and IRS/DOL compliance. Our commitment to excellence is demonstrated through customized plan design consultations and preparation of submission-ready regulatory filings. For over 25 years, our team has delivered reliable retirement solutions that maximize tax advantages while ensuring regulatory compliance.
Services
Retirement Plan Administration
Plan Design Consulting
Compliance Services
Audit Assistance
Plan Corrections
Participant Distribution Management
Trust Accounting Reconciliation
Regulatory Filing Preparation
Details
- Year established: 2025
Highlights and features
- We offer 30+ years of retirement plan administration expertise
- Our team holds ASPPA-recognized QKA, QKC, and CPC credentials
- We provide access to Blue & Co.'s full suite of professional services
- We specialize in complex compliance testing and IRS/DOL filings
- We deliver customized plan design solutions for unique business needs
Services
Retirement Plan Administration
We provide comprehensive retirement plan administration services including trust accounting reconciliation, participant distribution processing, and annual reporting requirements. Our team ensures accurate calculation of employer contributions and proper application of forfeitures according to plan provisions. We maintain compliance with IRS and DOL regulations through rigorous documentation and reporting processes.
Plan Design Consulting
Our consultants offer tailored plan design solutions that maximize tax advantages while meeting business objectives. We collaborate with financial advisors and attorneys to finalize provisions, provide cost projections for various design alternatives, and prepare all necessary documentation. Our expertise covers 401(k), profit-sharing, and defined benefit arrangements.
Compliance Services
We ensure ongoing compliance through non-discrimination testing, preparation of Form 5500 filings, and annual notice preparation. Our team handles participant loan documentation, census verification, and web portal management. We maintain current knowledge of evolving regulations to protect clients from potential penalties.
Audit Assistance
We provide expert representation during IRS or DOL audits, including preparation of submission-ready documentation. Our services include corrective filing preparation and participation in IRS/DOL correction programs. We maintain detailed records and audit trails to facilitate smooth examination processes.
Participant Services
We manage participant distributions including hardship withdrawals and rollovers, while maintaining accurate records for all transactions. Our team prepares participant statements, handles loan requests, and provides educational materials to ensure employees understand their retirement benefits.
People
M. Jane Shawver
President
President of Blue Benefits Consulting's Columbus office with 30+ years of retirement plan administration experience. Holds QKC and QKA credentials from ASPPA. Specializes in plan design implementation and day-to-day administration of qualified retirement plans.
Tim Norman
Manager
Certified Pension Consultant with expertise in 401(k) plan administration. Holds ERPA designation for IRS representation. Manages compliance for small and large qualified plans while maintaining ASPPA membership.
Gerald Nappi
Manager
25+ years in benefits industry with Chartered Retirement Plans Specialist designation. Specializes in discrimination testing, plan valuations, and IRS/DOL compliance verification. Manages annual reporting requirements for defined contribution plans.
Theresa A. Basciano
Benefits Administrator
20 years of retirement plan administration experience with QKA and QKC credentials. Expertise in compliance testing, trust accounting, and plan design consulting. Former plan services consultant for major insurance company.
Jeff Page
Manager
25+ years in qualified retirement plans with multiple ASPPA credentials. Specializes in complex compliance testing, contribution calculations, and plan design for 401(k), 403(b), and ESOP arrangements. Holds mathematics and economics degree.
Questions
What retirement plan services do you offer?
We provide full-service administration including plan design, compliance testing, participant distributions, trust accounting, and IRS/DOL regulatory filings for 401(k), defined benefit, and ESOP plans.
How do you ensure retirement plan compliance?
Through rigorous non-discrimination testing, annual Form 5500 preparation, and ongoing monitoring of IRS/DOL regulations. Our credentialed team maintains compliance with current retirement plan laws.
Can you help with retirement plan audits?
Yes, we provide audit support including documentation preparation, IRS/DOL correction program applications, and representation during government examinations of qualified retirement plans.
What makes your firm different from other consultants?
Our team holds multiple ASPPA credentials with 25+ years average experience. As Blue & Co. affiliate, we offer integrated assurance, tax, and business valuation services alongside retirement plan expertise.
How do you handle participant distribution requests?
Our benefits specialists process distributions including hardship withdrawals, rollovers, and in-service distributions while maintaining strict compliance with IRS regulations and plan provisions.
Do you offer plan design customization?
Yes, we provide tailored plan designs with cost projections for various structures. Our consultants work with financial advisors to create retirement solutions that maximize tax advantages for businesses.
