BPAS is pleased to unveil version 1.0 of our mobile app for both Android and iPhone devices. The mobile app complements the features of the participant website (which is also fully accessible via mobile device) for inquiries and account-level information. Please see this link for instructions.
Archives
Artisan
Artisan International Fund closing announcement (effective after the close of business on January 29, 2016). More information
American Funds
American Funds will be introducing a new retirement plan share class for fee-based advisors effective November 20. More Information
Allianz
AllianzGI Class D shares will change to Class A shares. Attached you will find the list of AllianzGI funds and highlighted yellow are the ones BPAS are trading. More information
Aberdeen
Effective Monday, November 2, 2015 the Aberdeen US Equity fund will change it’s name to Aberdeen US Multi-Cap Equity fund. More information
T. Rowe Price
T. Rowe Price is introducing a new low-cost share class, known as the I Class, for certain equity and fixed income funds. T. Rowe Price is also introducing the Retirement I Funds–I Class, which is a new series and are not separate classes of any of the existing Retirement Funds. More information
Quasar Distributors
The Glenmede Small Cap Equity fund (GTCSX) is going to close to new investors effective end of business day, September 30, 2015. More information
Wells Fargo
Effective December 15, 2015, Wells Fargo Advantage Funds will remove the word Advantage from the fund family name and be simply known as Wells Fargo Funds. More information
Natixis
On June 19th, the Fund’s Board of Natixis Diversified Income Fund Changes effective 08/31/2015. More information
Mutual fund family delays in issuing prices
During volatile investment markets over the last 2 weeks, a number of mutual funds have been unable to issue prices accurately, or within a timeframe to support same day/late day trading. For additional details on this matter, please see select teh following link: Mutual Fund Family Pricing Memo.