About Innovative Benefit Planning
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 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.
Innovative Benefit Planning was founded on 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.
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 aren’t just things we see as a ‘nice to have.’ It’s the very reason that you’re hiring us.
At Innovative, we hold core beliefs that define how we conduct business. No matter the size of your business, workforce, or revenues, we will treat you how you deserve to be treated: with integrity.


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
