In The News

Tax Update  March 27, 2014
On March 25, 2014, Indiana Governor Mike Pence signed legislation which phases in reduced corporate income tax and enacted other tax law changes. Read More

NFP E-News Update  March 27, 2014
Purchasing cards can present a risk for all organizations. While they are convenient, it is imperative for organizations to monitor the activity of purchasing cards and even assess the necessity of their use. Read More

NFP E-News Update  March 20, 2014
Large non-profit organizations have been utilizing online donations to increase charitable giving through their websites and/or social media for some time now. These efforts continue to show results. Read More


Services [ Employee Benefits Consulting ]


Blue Benefits Consulting, Inc., a Blue & Co. entity, is positioned to help your company meet its retirement plan objectives. We actively monitor the laws that relate to pension administration and keep you informed of their impact. Our innovative ideas and efficient administration services are designed to keep your plan running smoothly, whether you need a new plan or modifications to an existing plan.


Installation services
- Plan design tailored to the needs of your company and employees
- Consultation with your financial consultant and your attorney to finalize plan provisions
- Assistance maximizing tax advantages
- Communication of plan provisions to your employees

Record keeping services
- Employer contribution calculations
- Income allocation to employee accounts
- Application of forfeitures according to your plan
- Non-discrimination testing
- Plan-to-plan rollovers
- Participant statements to employees
- Compilation of necessary information to file annually with the IRS

Consulting services
- Assistance with plan design and changes
- Cost projections of various design alternatives
- Assistance with governmental or external audits
- Ongoing support when participants reach age 70.5
- Calculation of participant hardship withdrawal distributions
- Reports of contribution deduction limits under Section 404 of the IRC