BPAS Partner Conference

The BPAS Partner Conference is an event designed for workplace retirement plan advisors, consultants, trustees, and institutional partners who support employer-sponsored retirement plans. It brings together advisors, BPAS leadership, and industry experts for focused conversations on navigating today’s retirement landscape. Attendees walk away with practical insights they can apply to their practice, a clearer understanding of industry trends and regulatory considerations, and stronger peer connections. The conference aims to support long-term advisor success by encouraging meaningful collaboration, sharing real-world experience, and strengthening the partnerships that contribute to better outcomes for plans, sponsors, and participants.

This conference is designed for experienced workplace retirement advisors, retirement plan consultants, trustees, and financial professionals who serve mid-to-large employers with complex defined contribution plans, including 401(k) and 403(b) plans. Both current BPAS partners and new advisors are welcome to attend.

The 2026 BPAS Partner Conference will take place September 28–29, 2026 in Portland, Maine, at the Inn by the Bay.

Yes. Registration is open to both current BPAS partners and advisors who are not currently partnering with BPAS but are interested in learning more about our platform and approach.

No. The BPAS Partner Conference is complimentary to attend.

Conference registration includes: Access to all conference sessions, entry to the exhibit hall, general conference meals and networking events

Registration is available directly through this conference website. Simply click the Register button at the top of the page and complete the online registration form. Once registered, you’ll receive a confirmation email with event details and next steps.

If you are unable to attend, you may cancel or modify your registration by clicking “Modify Registration” on the registration summary page. You may also email [email protected], and our team will assist you.

Yes. Attendees may earn up to nine (9) hours of Continuing Education (CE) credits, pending CE approval by the relevant governing organizations.

BPAS will report third-party CE credits for the following designations: CIMA®, CPWA®, CIMC®, RMA®, CFP®, AIF®, AIFA®, and PPC®. For other third-party CE credits, attendees will receive a certificate of completion to self-report.

CE credits are offered for select sessions only. Session-level CE eligibility will be noted on the agenda as approvals are finalized.

For CE credits reported on behalf of attendees, credits are typically uploaded 4–6 weeks after the conference.

The conference will include a mix of general sessions and breakout sessions, covering industry trends, regulatory updates, advisor insights, and practice-focused topics.

Yes. The agenda includes an advisor-led panel moderated by BPAS, featuring peer discussion and real-world perspectives.

The BPAS Partner Conference is a focused, relationship-driven event designed specifically for workplace retirement plan advisors, consultants, trustees, and institutional partners. The experience is intentionally curated to encourage meaningful conversations, peer engagement, and practical insight rather than large-scale exhibit traffic. If your organization values relationship-driven engagement over volume-based exposure, the BPAS Partner Conference may be a strong fit.

The BPAS Partner Conference welcomes sponsorship from organizations that support workplace retirement plan advisors and employer-sponsored retirement plans. This includes DCIOs, payroll providers, fintech platforms, and other institutional partners aligned with the retirement industry.

For details on available sponsorship opportunities, please visit the Sponsorship Opportunities page on the registration site or contact our team at [email protected]