TaLk To Us

About Us

About

About Us

It all started with a vision.
In 1989, Terriann Procida and Mark Sulpizio had a vision. The pair wanted to build something special for the benefits management and financial services industry…a company that was not only people-focused, but one that also looked to improve the industry as a whole. They wanted to create a company where both employer and employee could have the outcome they wanted. A true win-win.

The idea was Innovative.

Innovative Benefit Planning was founded on the premise of work ethic, integrity, credibility, and experience. It was fitting for two founders who believe the key to long-term relationships is doing what’s right for people.

We put people first. Always.
Running a people-focused business doesn’t mean simply saying you focus on service. Actions matter. With Innovative, you’ll know everyone on our team by name. But more than that, employee happiness, well-being, and engagement isn’t just something that we see as a ‘nice to have.’ It’s the very reason that you’re hiring us.

Our beliefs drive our actions.
At Innovative, we hold core beliefs that define how we conduct business. No matter the size of your business, your workforce, or your revenues, we will treat you the way you deserve to be treated: with integrity. We believe…

  • People come first.
  • In being an advocate for our clients.
  • In doing what’s right for each and every individual.
  • What’s best for one person may not be best for another.
  • Trust must be earned.
  • In accountability.
  • Responsiveness is of utmost importance.
  • In respect.
  • In making the complex easy to understand.
  • The best way isn’t the easy way.

Our actions define our company.
When it comes to your business, would you trust just anyone? Of course not. That’s why at Innovative, we don’t just pride ourselves as 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. That’s why for us, understanding the culture and the people that make up an organization is of utmost importance. 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 and in the fields of:

  • Employee Benefits
  • Retirement Plan Consulting
  • Wellness
  • HR Consulting
  • Executive Benefits