Business Planning Inc.

Our

History

Established on Friday the 13^th of September 1974, Business Planning Inc., shunned superstitions and launched one of the earliest retirement plan consulting companies in the new post-ERISA era.

Since its creation, BPI’s primary purpose has been to design, install, and administer employee benefit plans, including retirement and group benefits, for family-owned businesses.

  
 Family Values

Carlton Cook and Denk Weitnauer founded BPI on the principal of family values in family business.  Upon the death of Mr. Weitnauer in 1991, Mr. Cook expanded the growth of BPI to include other family members many of whom are an integral part of the corporation today.

Our Future

As BPI continues to grow and expand operations throughout the southeast, our focus remains unchanged.  Technology has helped expand our marketing abilities in Birmingham.

BPI will continue to promote efficient benefit packages for family businesses as well as NEW employee-choice plans, which give employees an opportunity to select benefits best fitted for him/her.  BPI remains diligent in its dedication to benefit compliance and employee communication…the key to positive and effective benefit plans.