Education Library - Special Content for Plans with Employee Contributions

Participants in 401(k), 403(b), 457 and 1165(e) plans have additional needs as they plan and prepare for retirement. BPAS has created this library to provide additional tools to assist these participants.

Note: The multimedia presentations below include both audio and video. Please make sure your speakers are enabled.

 

Guided Tours
Enrollment Presentation- Roadways to Retirement This is an enrollment presentation, covering the basics of retirement plans and investing. This presentation is ideal for those enrolling in their plan for the first time, or those who need a refresher course on retirement plan topics.
Ongoing education – A Pause Along Your Journey After investing in your plan for a period of time, sometimes you need fresh inspiration. This presentation covers important financial planning topics which extend beyond the retirement plan. The presentation will help you reflect on your journey and make important decisions to keep yourself on track.
Quarterly market update The financial markets are constantly changing. The daily volatility of the markets can often confuse or frustrate plan participants. This presentation summarizes recent trends in the financial markets to help you keep a long term perspective.