Important note: Effective on April 22, 2017, BPAS is implementing enhancements to the login process of our participant website. While the new process is self-explanatory and intuitive, we have created a memo to summarize the change to participants. This memo can now be found here and also in the Resource Center of the participant and plan sponsor websites. Thank you for allowing us to provide this update.

The Department of Labor’s Conflict of Interest Rule will require changes to business practices by BPAS and many of our partners. This memo discusses some of the changes BPAS is preparing to make in order to comply with the new rule.

The year end capital gain process is underway once again. Since participants often ask questions when they see share prices fluctuate coincident with capital gain distributions, BPAS  has prepared this memo to better explain the process.

BPAS is pleased to roll out the second version of the Quarterly Plan Review Report (QPRR), which replaces the Annual Plan Review Report through an improved quarterly format. While this quarter’s version is approximately 17 pages in length, the QPRR will be continuously expanded in coming quarters. To see the QPRR, please see the plan sponsor website Resource Center (then Plan Information and Reports, Quarterly Plan Reports, select the current plan year and most recent quarter). In addition, the Fund Performance Grid is a useful tool for reviewing fund performance over time. It can be found in the Education section of the Resource Center (plan sponsor and participant websites). We hope clients find these tools useful in the ongoing management of their retirement plan.