Our goal is, and always has been, to assist employers in the design, implementation, administration, and communication of a wide range of retirement plans. We are committed to providing these services to our clients in a timely, accurate and cost-effective manner.
Our experienced team of retirement plan professionals are dedicated to helping employers implement retirement plans that promote corporate goals and objectives, control costs, and give employees a sense of security. We work directly with the client and the financial advisor in the plan setup stage to ensure that the design of the plan meets the client’s stated goals and objectives.
We also strive to maximize the client’s tax savings, while simultaneously remaining compliant with complex Department of Labor and Internal Revenue Service regulations. We frequently consult directly with the client’s CPA to coordinate the reporting of relevant tax return information.
Teresa began her retirement planning career in 1989 with Compensation Benefit Planning, Inc. soon after graduating with a finance degree from the University of Missouri. She obtained her professional designation of Qualified Pension Administrator in 1995 and then the Qualified 401(k) Administrator designation in 2001. Teresa became a partner in the firm in 1995, and took over the reigns as president in 2011. Teresa excels at creating relationships not only with CBP clients but also with brokers, investment company representatives, CPA’s and attorneys. She truly believes in the open communication philosophy to give the best service possible. As a Mizzou alumna, Teresa enjoys going to games with her husband and two children.
Denice began her retirement planning career with Compensation Benefit Planning, Inc. in 1994 immediately after graduating from the University of Central Missouri with a degree in accounting. She obtained her professional credentials of Qualified Pension Administrator in 2000 and Qualified 401(k) Administrator in 2001. She continued her education to become a Certified Public Accountant. Denice left CBP for a short time to fulfill her CPA state license and returned to become Teresa’s partner in 2011. Utilizing her accounting background, Denice excels at understanding the IRS and DOL guidelines and regulations. Denice is also busy raising three children with her husband Mike so her weekends are spent supporting the kids’ games and activities.