Our Services

At BPAS, we'll consult with you about investments, conduct educational and enrollment services, and administer and perform recordkeeping functions for your plan.

BPAS will work with you, as the employer and plan sponsor, to provide creative solutions so you can focus on your business.

  • Your dedicated retirement plan administrator will work with you to customize the design of the plan to meet your company’s specific objectives and goals.
  • Your consultant will conduct enrollment meetings with your employees.  We will also work one-on-one with your participants to help them make informed decisions so they can grow their retirement benefit.
  • Your dedicated, experienced retirement plan administrator will be an expert on your plan.  Your administrator will be your direct contact for compliance and design questions. They will perform all compliance testing and keep your plan document up to date.  
  • Our recordkeeping team will perform all transactions relating to your plan.  They will process and reconcile all payrolls, distributions, withdrawals, and loans as well as prepare all quarterly benefit statements for your participants.  They will also maintain the web sites for the employer and participants. The recordkeeping team can also work with your payroll company to provide as many efficiencies as possible so that processing payroll contributions can be relatively painless.

BPAS will work with your participants to educate them about the plan and help them to achieve their personal financial goals.

  • Your consultant will work one-on-one with your participants to help them make informed decisions.
  • BPAS will work with the participants to help them maintain their targeted standard of living over their lifetime.
  • Your participants will have access to online tools that assist them in determining the contribution rate and investment strategies necessary to help them meet their financial goals.
  • BPAS can also assist your participants in managing their investments and meeting their goals following retirement or separation of service.
  • Your participants will talk to a live, knowledgeable person when they call our office for assistance.  Our call center staff understands their needs and is available to help them with their questions.

Efficient Compliance and Recordkeeping Services

  • Custom Plan Design
  • Trust Reconciliation
  • Annual Compliance Testing
  • Loan and Distribution Assistance
  • Preparation of Signature Ready Form 5500
  • Participant and Plan Sponsor Website Access
  • Online Enrollment
  • Payroll Integration

    Mitigate Fiduciary Liability

    • The E-Valuator Software
    • Ongoing Investment Monitoring
    • Online Calculators and Retirement Planning Tools

    Participant Education

    • Enrollment Meetings
    • One-on-One Meetings
    • Targeted Goal Planning
    • BPAS University online learning center at u.bpas.com

    Post-Employment Solution

    • IRAs
    • Ongoing Investment Assistance

    For more information about our firm and the services we offer, send us a quick email or call the office. We welcome the opportunity to speak with you.

    trustsales@bpas.com  |  952-896-2020