Retirement and Employee Benefit Solutions!

Benefit Planning Services, Inc. specializes in retirement, employee benefit and individual planning for organizations and their employees. We help organizations attract and retain quality employees and help individuals accumulate and preserve assets. We use a consultative approach to design, implement, administer and service retirement, employee benefit and individual financial plans. We are excellent at helping clients from the initial, often difficult, decision making and design process through to the implementation and service. We act as an advocate whose job includes ensuring that your plans run smoothly.

 

"We have provided these links for your information only and do not represent the accuracy of any material found at these sites. As you will be leaving our website and going to a site that is not controlled by us, you hereby acknowledge that reliance upon any of the information viewed on, obtained from or linked to shall be at your sole risk."
Email should not be used to enter trades 

Securities offered through Walnut Street Securities, Member FINRA, SIPC

 

 


 

 

 
Securities and investment advisory services offered through registered representatives and investment advisor representatives, respectively, of Walnut Street Securities, Inc. Member FINRA, SIPC, a registered investment advisor. Securities activities are supervised from a WSS branch at 18 Corporate Woods Blvd, 4th Floor Loudonville, NY 12211. 518-449-9762.  Benefit Planning Services and Walnut Street Securities, Inc. are unaffiliated entities.  Please note that you are free to implement your financial plan at the financial institution of your choice.
 
 
L0109016420[exp0210][CT,FL,MA,NJ,NY,PA,VT]

 

 
Calculators

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Lease Payment

How much would your monthly lease payment be?

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

More Calculators →

Newsletters

The Board of Directors: A Key to Company Success

Given the wide and important role that the board plays, it is a good idea to look beyond the glossy portraits and become familiar with the individuals tasked with guarding shareholder wealth.

A New Way to Diversify

Exchange-traded funds are unique investments that resemble mutual funds in some ways and behave like stock in other ways.

The Problem with Investment Gains

Believe it or not, a significant investment gain, especially one from an unexpected source, can pose a risk to your progress toward long-term goals if it's not handled properly.

When Investing Pays Dividends

Aside from the potential for steady payments, dividends can be a good way to assess a company's health, quality of earnings, and future prospects.

More Newsletters →