Defined Contribution
Flexible administration and responsive service to make managing your DC plan easier.
For Partners
A simpler way to deliver comprehensive benefits to your clients, with experts to guide you.
980k
Participants
10,375
Plans
53
Years of Service
BPAS is a nationwide provider of retirement, health & welfare, fiduciary, and trust solutions. We work hand-in-hand with advisors and consultants to simplify administration, ensure compliance, and deliver comprehensive programs that strengthen client relationships and set your practice apart. With BPAS as your partner, you gain a team that extends your capabilities, saves you time, and helps your business grow.
Honors
Recognized year after year for outstanding recordkeeping and fiduciary support services.
Who We Work With
We partner with financial advisors, trustees, consultants, TPAs, and employers who want a better way to serve clients.
Whether you’re guiding retirement planning, health benefit programs, institutional trust services, or fiduciary responsibilities, BPAS provides the tools, expertise, and seamless support to help you succeed.
Why Partners Choose BPAS
Because we help them deliver more for their clients.
We make it easier to offer complete, customized benefit programs without having to juggle multiple providers. With a conflict-free, open-architecture platform and more than 50 years of experience, BPAS delivers flexibility without proprietary fund requirements. From responsive specialists to streamlined processes, we’re your partner for the long haul—so you can focus on client relationships and growing your business.
Featured Solutions for Partners
IRA
Straightforward IRA options with dedicated support to extend retirement benefits effortlessly.
Actuarial Services
Expert guidance to help you manage risk, control costs, and keep your plans running smoothly.
401(h)
Dedicated retiree medical trust solutions that help you fund long-term obligations efficiently and compliantly.
COBRA
Comprehensive compliance and administration handled by our team so you can focus on your business.
Consulting
Integrated consulting and actuarial expertise to help you manage costs, streamline processes, and make informed decisions.
FSA + HRA
Simple, easy-to-manage reimbursement plans that save time and support employees.
VEBA/115 Trusts
Custom trust and reimbursement solutions that simplify funding, ensure compliance, and keep benefits sustainable.
HSA
Flexible accounts with first-dollar investing and seamless integration into your benefits strategy.
BPAS Trust Company of Puerto Rico
Independent trustee and plan administration services with local expertise and deep regulatory understanding.
Defined Benefits
Hands-on support that simplifies DB plan oversight and helps you stay ahead of requirements.
Tailored Plans
Customized plan designs and administration built around your organization’s unique goals.
Trusted Experience. Practical Guidance.
For decades, we’ve helped financial advisors build more efficient, more profitable—and more enjoyable—businesses. What’s Next, a BPAS service, pairs real-world advisory experience with practical coaching and consulting to help you clarify your strategy, strengthen your practice, and move forward with confidence.
Whether your business is thriving or feeling stuck, our experienced coaches work alongside you to identify and implement What’s Next—so you can keep growing with purpose.
Featured Insight
Partner Resources
A centralized library of tools, presentations, educational materials, and communication resources designed to support your work with BPAS. Open the BPAS Toolbox.
A guided checklist that helps you gather and submit the information BPAS needs to create a customized retirement plan proposal. Start the checklist.