About Innovative Benefit Planning
In 1989, Terriann Procida and Mark Sulpizio had a vision. They wanted to build something special for the employee benefits and financial services industry, a company that not only put people first but also raised the standard for the industry as a whole. Their goal was simple: create solutions where employers and employees could both succeed, a true win-win.
More than 37 years later, that vision continues to guide everything we do. Today, Innovative Benefit Planning partners with organizations across multiple states and countries, delivering customized employee benefits, HR consulting, retirement planning, compliance, and workplace wellness solutions that support hundreds of thousands of employees and their families. While our services have evolved alongside the changing needs of employers, our commitment to personalized service and long-term partnerships has never changed.
Innovative Benefit Planning was founded on work ethic, integrity, credibility, and experience. Those principles remain the foundation of our business today. We believe lasting relationships are built by doing what’s right for people, providing honest guidance, and delivering strategies tailored to each client’s unique goals, not one-size-fits-all solutions.
Running a people-focused business means more than saying you prioritize service, it means proving it through every interaction. At Innovative, you’ll know everyone on our team by name because we believe the best partnerships are built on trust, accessibility, and genuine relationships. We don’t want to be just another vendor, we strive to become an extension of your team, providing proactive guidance, responsive support, and personalized service every step of the way.
Employee happiness, well-being, and engagement aren’t simply “nice to have”; they’re at the heart of every recommendation we make because we know engaged employees help build stronger organizations. No matter the size of your business, workforce, or industry, you’ll always be treated with the same level of integrity, respect, and commitment that has defined Innovative since 1989.
Core Values
- Putting People First
- Go Above and Beyond
- Continually Improve
- Results Driven
- Create and Embrace Change
Our Actions Define Our Company.
When it comes to your business, you wouldn’t just trust anyone. That’s why at Innovative, we pride ourselves on being a trusted source — and we show it by focusing on your goals and delivering value.
Your culture drives our work.
Doing what’s right for people is the key to long-term relationships where everyone benefits. And, it’s why our clients rest assured, knowing we always have their best interests at heart.
Expertise drives better outcomes.
At Innovative, we take pride in our expertise. We employ and partner with experts across the Benefits Planning and Financial Services industries so we can deliver the best results to our clients. And, our capabilities are reflective of the experts we have on staff in the fields of:
- Employee Benefits
- Retirement Plan Consulting
- Wellness
- HR Consulting
