Associated Benefit Planners, Ltd.
Associated Benefit Planners, Ltd. (ABP) is an independent consultant and Third Party Administrator (TPA) specializing in the design and administration of qualified retirement plans. With a focus on small and mid-size employers, ABP partners with financial advisors and recordkeepers to provide a service model that utilizes a team of experts to best service clients’ plans.
Having been in business since 1983, we have worked hard for over 30 years to develop a reputation for professionalism, responsiveness and integrity. ABP currently services over 550 qualified retirement plans.
Through a consultative approach, ABP tailors plans to meet our clients’ goals while focusing on the important compliance and fiduciary landscape that must be navigated by retirement plan sponsors. Because ABP designs and administers nearly all types of qualified plans, we have the capability and objectivity to implement a plan that reflects the unique circumstances and objectives of each of our clients. We do not engage in the sale of insurance or investment products which further enhances our objectivity and avoids potential conflicts of interest.
ABP is very proud of the employee culture that we have facilitated over the years. ABP has experienced very modest employee turnover throughout our history, which has resulted in a very experienced and knowledgable staff. Our technical staff members are actively involved in continuing professional education through the American Society of Pension Professionals & Actuaries (ASPPA) and other professional organizations.
We are happy to provide a long list of client and advisor references for your review.
Wesley T. Stohler
firstname.lastname@example.org | Phone: 610-687-5504
Wes is President and owner of Associated Benefit Planners, Ltd. He is responsible for overseeing daily operations of the firm as well as directly supervising the administration of our clients’ 401(k) and profit sharing plans. In addition to consulting with all new clients to effectively design plans and transition service to ABP, Wes utilizes his 20 years of retirement plan experience to provide insights to clients and advisors on complex technical aspects of retirement plans, including ERISA compliance and problem resolution.
Wes is a graduate of Immaculata University with a Bachelor of Arts in Human Performance Management and Operational Dynamics. Wes is a credentialed member of the American Society of Pension Professionals and Actuaries and has earned the designations of Certified Pension Consultant (CPC), Qualified Pension Administrator (QPA), Qualified 401(k) Consultant (QKC) and Qualified 401(k) Administrator (QKA). He also serves as President of the Board of Directors of the ASPPA Benefits Council of Greater Philadelphia.
In his spare time, Wes is an accompanist and music director for community theater.
ABP's employees approach each client relationship by prioritizing our 3 C's:
We believe that the way in which we approach each of these core competencies differentiates us from our competitors.
Demonstrating our commitment to industry best practices and our clients, ABP is one of five TPAs in Pennsylvania to obtain the coveted Service Provider Excellence certification from CEFEX, the Centre for Fiduciary Excellence.
We voluntarily subject ourselves to an independent certification process because we believe that a continued focus on best practices will allow ABP to provide the best possible service and products to all of our clients.