Blue Benefits Consulting

Welcome to Blue Benefits Consulting, Inc., your trusted partner in providing personalized retirement plan solutions. With our main offices in Bloomington and Carmel, IN, Seymour, IN, and Columbus, OH, we are dedicated to helping businesses like yours navigate the complex world of pension administration. Our team of experienced professionals offers a wide range of services to ensure that your retirement plan runs smoothly and effectively.

Our Services

At Blue Benefits Consulting, Inc., we take pride in offering a comprehensive suite of services tailored to meet the unique needs of your business. Our offerings include:

• Retirement Plan Consulting: Our team of experienced professionals specializes in retirement plan consulting, providing guidance on plan design, compliance, and corrections. We stay informed on the latest laws and regulations, ensuring that your plan remains compliant and up-to-date.
• Plan Design and Implementation: We work closely with you to design and implement a retirement plan that aligns with your business goals and employee needs. Our customized solutions include 401(k)/profit sharing plans, money purchase plans, new comparability plans, and Defined Benefit Cash Balance plans.
• Daily Administration: We handle the day-to-day administration of your retirement plan, providing services such as discrimination testing, plan valuations, and employer contribution calculations. Our goal is to alleviate the administrative burden, allowing you to focus on your core business operations.
• Compliance and Reporting: Our team ensures that your plan remains compliant with all relevant laws and regulations. We prepare and file required tax forms, manage annual returns, and conduct audits as needed.
• Participant Services: We prioritize the needs of your plan participants, offering services such as distribution processing, loan administration, and investment support. Our commitment to excellent customer service sets us apart in the industry.

Our Team

Our team at Blue Benefits Consulting, Inc., is our greatest asset. With decades of combined experience in retirement plan administration, our professionals are dedicated to delivering exceptional service and innovative solutions. Our team includes:

• Michelle G. Murphy, ERPA, QPA, QKC: As President of Blue Benefits Consulting, Inc., Mickie leads the practice firm-wide, bringing over 30 years of experience in retirement plan administration. She specializes in retirement plan consulting, plan design and corrections, and new business development.
• M. Jane Shawver, QKC, QKA: Jane is a Senior Manager with Blue Benefits Consulting, Inc., responsible for managing the benefits department and the administration of a client caseload. With over 30 years of experience, Jane has a deep understanding of retirement plan administration.
• Tim Norman, CPC, ERPA: As a Manager in our Carmel, IN office, Tim assists plan sponsors and advisors with the administration and compliance of both small and large 401(k) plans and other qualified plan arrangements.
• Gerald Nappi, QKA, CRPS: Gerald is a Manager in our Bloomington, IN office, responsible for the preparation of annual Discrimination Testing, Plan Valuations, and Employer Contribution Calculations for our clients.

These are just a few of the dedicated professionals that make up the Blue Benefits Consulting, Inc., team. We invite you to explore our website and learn more about how we can help you achieve your retirement plan objectives.