About Us

Benefit Plans Plus, LLC offers customized retirement plan design, administration, fiduciary compliance management and consulting services for retirement plans. Through our unique offerings including the Fiduciary Health CheckSM and the SBO 401k we serve more than 480 clients nationwide. Our well credentialed team of retirement plan experts boasts more than 16 years experience each.

We specialize in retirement plan design and administration services under ERISA - Employee Retirement Income Security Act of 1974. We also specialize in technical corrections and fiduciary services consulting to fiduciaries of qualified retirement plans. We are a retirement employee benefits consulting firm that makes A Measurable Difference for our clients. Every member of our team is empowered and expected to deliver on our brand promise through their actions and interactions with clients, our referral sources and the community.

Our Team

• Patrick Shelton, GBA, Member
• Jason Oesterlei, QPA, QKA, AIFA®, Operations Manager
• Robert Higgins, JD, CEBS, AIFA®, APM, Senior Consultant
• Bill Wagnon, CPC, CISA, Special Projects Manager
• Pat Crane, Senior Administrator
• Julie Martin, PRP, Business Development & Senior Administrator
• Michelle Meyer, Senior Administrator
• Nancy Gossage, Administrator
• Charlene Michaelis, Administrator
• Karen Fish, Pension Analyst
• Carrie Patterson, Installations Administrator
• Debbie Sammons, Executive Assistant
• Danielle Oser, Business Development Specialist