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Tailored to your needs.

Tailored to your needs.

An unbundled consultative approach to retirement plan administration with experienced Plan Consultants and the flexibility to work with national recordkeepers. BPAS can save you time, reduce liability, and ease stress for you and your team.

Key Features

Our Creative Plan Design services include:

  • A complete array of Defined Contribution (DC) plan services with full-service third-party administration (TPA), including plan design, annual compliance testing, contribution calculations, processing of forfeitures, preparation of participant notices and more.
  • Partnerships with recordkeeping providers and financial advisors across the nation for a seamless service experience.
  • Simplified and customized administration with worry-free, experienced support, expertise, and ongoing reliable administration and compliance.
  • Direct access to experienced professionals who simplify the process, automate routine tasks, take ownership over administrative matters, and make life easier:
    • BPAS clients report a 40% time savings over previous administrators
    • Dedicated experienced plan consultants for a single point of contact
  • Expert consulting including custom programs tailored for plan sponsors, access to actuaries for Cash Balance/Defined Benefit combo plans, as well as non-qualified and supplemental executive plans.

Designed For

For clients looking to use a national recordkeeper, including plans on national daily valuation platforms and periodically valued plans looking for balance forward administration, BPAS delivers a complete array of Creative Plan Design services tailored to your needs:

  • Plan Setup and Document Restatement
  • Expert Consulting and Plan Design
  • Employer Contribution Calculations
  • Annual Asset and Census Reconciliation
  • Assured Compliance:
    • Annual Compliance Testing
    • Valuation Report detailing contributions and test results
    • Partial-year tests, projections and illustrations, or extraordinary projects as needed
  • Year-End Reporting: (if applicable)
  • Partnerships with recordkeepers, financial advisors, and payroll companies across the nation
  • Secure, Convenient Web Portal for plan sponsors

With premier administration, expert consulting, and recordkeeping partnerships across the nation, BPAS Creative Plan Design Services will save you time and make your life easier.

Next Steps

Want to learn more?
Contact us at [email protected] or call 1-866-401-5272.