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BPAS Hires Texas-Based Wholesaler

BPAS announced today that Joe Long has joined the firm as an External Wholesaler located in the South Central region.

“After an extensive search process, we are pleased to introduce Joe Long as our new external wholesaler in the South Central region,” said Paul Neveu, President of BPAS Plan Administration & Recordkeeping Services. “His background, expertise, and knowledge of the industry will make him a great asset to our financial partners, helping them build their businesses across all plan types and plan sizes. Continuity and stability of relationships are things we pride ourselves on at BPAS.” Read the full press release here.

Keeping Plan Participant Retirement Accounts Secure with Email Validation

One of the easiest ways to help prevent fraudulent retirement account activity is for plan participants to add a current, valid email address to their account. With an email address on record, BPAS will confirm by email any time activity occurs in their account.  Would it surprise you to know that many people still haven’t updated their accounts to include their email address?

Why do we need participants’ email addresses?

Having a current, valid email address on record with BPAS has many benefits:

  • Alerts for account login to new devices
  • Notification of account activity
  • Password resets
  • Optional participation in our GoGreen option to receive electronic statements
Why are we asking for your help?

BPAS will never send participants an account link asking them to update personal information, including their email addresses.  By having you email the request directly to plan participants we can avoid the possibility that they will think they’re receiving a phishing email or that we’re soliciting unnecessary information.  Attached is a sample communication that you can email to plan participants. Although we’ve included a link to the login page, participants can go directly to our Participant login page at https://www.bpas.com/participants.

December 2017 Technology and Service Enhancements at BPAS

Attached is a special multimedia presentation prepared for you by Paul Neveu, President, BPAS Plan Administration & Recordkeeping Services. It highlights the many Technology and Service Enhancements happening at BPAS in our core daily valuation program. The presentation can be viewed from any laptop, tablet, or mobile phone with speakers enabled.

December 2017 BPAS Update

As you can see, the Roadways to Retirement program, which we offer in conjunction with our partners, continues to evolve with new features and technology. We think you’re going to love what we’re doing!

As always, please contact your BPAS representative with any questions.

Eagle Family of Funds

Effective Monday, November 20, 2017, the Eagle Family of Funds will be known as Carillon Family of Funds. With this change, the existing Eagle fund names and cusips will also change.  More information.

BPAS releases Spanish financial wellness program

BPAS, working in partnership with Financial Finesse, has released a Spanish version of its financial wellness program.  Our expanded education program has been extremely well-received by our adviser partners, plan sponsors, and participants.  This release allows us to serve a broader base of customers, particularly in the Puerto Rico marketplace. Be sure to also check out the recently released Spanish version of BPAS.com at bpas.com/es/.  For more details about the Financial Wellness program please contact [email protected].

BPAS, que trabaja en asociación con Financial Finesse, ha lanzado una versión en español del programa de bienestar Financial Finesse. Nuestro programa de educación ampliado ha sido extremadamente bien recibido por nuestros socios asesores, patrocinadores del plan y participantes del plan. Esta versión nos permite servir a una base más amplia de clientes, particularmente en el mercado de Puerto Rico. Asegúrese también de comprobar la versión recientemente publicada de BPAS.com en español en  bpas.com/es/. Para más detalles sobre el programa de bienestar Financial Finesse comunícate con [email protected].

Eagle Family of Funds

The Eagle Family of Funds has acquired Scout Investment Funds. Effective Monday, November 6, 2017, Eagle will be known as Carillon Family of Funds and US Bancorp will assume transfer agent responsibilities of the former Scout Funds.  More information.

Federated

Pending shareholder approval, at the close of business on November 17, 2017, Federated MDT Large Cap Value Fund, will be re-domiciled, creating a new fund.  The Fund name, NASDAQ symbols and Tax Identification Number will remain the same.  The Fund numbers and CUSIP numbers will change.  More information.

PGIM Investments

Effective 6/1/18 the Prudential A, C, R and Z shares are closing to new investors, including group retirement plans. Prudential will be launching R2 and R4 shares of some funds. No changes will be made to Q shares. More information will be provided in December. No action is required at this time.  More information.