BPAS invites participants to Go Green !

In response to client requests, BPAS is pleased to announce our Go Green initiative. Over the next two weeks, we will roll out a new feature in the participant website which allows participants to opt out of mailed quarterly statements in favor of electronic delivery. Participants who select this option will no longer receive printed quarterly statements in the mail, but will receive an email notification when a new quarterly statement has been posted to their quarterly statement archive (found in the Resource Center of the participant website). Additional details on this feature will be found in the participant website when the feature is activated in each retirement plan. Note: This feature will also be helpful as we work to expand electronic communication of certain required notices in the future.

Introducing the Participant Feedback Center

BPAS is pleased to roll out the Participant Feedback Center within the Resource Center of our participant website. This online survey allows participants to provide feedback on any element of our product, including interactions with our Call Center, the participant website and more. To view the Participant Feedback Center, please log onto the participant website, select the Resource Center, then see the first link under “Surveys”. This link also appears in the Resource Center of the plan sponsor website.

Update on enhanced participant statements

As stated in our bulletin board entry of March 7, 2013, BPAS is in the process of updating our look for quarterly participant statements. The attached memo provides a sample of the new format for hard copy statements as of 3/31/2013, then move to the new format for electronic and hard copy statements, beginning with April 30th and future statement periods.

We are excited about the new statement project and additional enhancements being rolled out in the coming quarters.  As always, if you have questions, please contact BPAS.

BPAS announces enhancements to quarterly statements

BPAS is pleased to announce certain enhancements and changes to our quarterly participant statements beginning with the 3/31/2013 statement cycle. The attached memo summarizes these enhancements for the benefit of clients.  Please stay tuned for additional enhancements in the coming months, including an expanded e-delivery option for participants and much more.

Year end capital gains – an important note

The year end capital gain process is underway once again. Since participants often ask questions when they see share prices fluctuate associated with capital gain distributions, please see this memo for full details on the process.

New education tool: The Financial Resource Center

No matter where you are in life, the more you know about handling your finances, the better your chances of reaching your goals — whatever they may be. A new car…your first home…college for the kids…a fulfilling and financially secure retirement. The Financial Resource Center has the information and tools you need. To view this tool, please see the Education Section of the website (found in the Resource Center).

Expanded fund research library

BPAS is pleased to unveil a significant upgrade to the fund research library within our participant, plan sponsor and financial intermediary websites. Please see this announcement for full details.

BPAS is pleased to launch a new education library

Effective today, BPAS is pleased to launch a new education library for plans that include employee pre-tax contributions (401(k), 403(b), 1165(e), 457, etc). This new library includes three multimedia presentations delivered through Brainshark ™ . This includes a generic enrollment meeting presentation (Roadways to Retirement), a presentation for ongoing considerations ( “A Pause Along Your Journey”), and our quarterly market update. These presentations can be found in the first section of the Resource Center in the new participant and plan sponsor websites, and also at www.bpas.com/gt.

Please look for additional education content posted to this site in the coming weeks.