A Guided Tour of the BPAS Participant Website

A common question we hear from clients is “Can you help me understand the features of the participant website?”


In this page, we provide a guided tour of the participant website – using web-based video technology to highlight the site’s most commonly used features. This tour will be helpful in training plan participants on the many features of the site. It will also be valuable for current and prospective plan sponsor clients so they know what information is readily available.  To view full demos of the participant and plan sponsor websites, please visit www.bpas.com, select Products & Demos then Defined Contribution Plan Services.  Note: a guided tour of the plan sponsor website can be found on the Plan Information tab of the plan sponsor website, just below the Market Dashboard after you log in.


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Guided Tours
Introduction General information regarding the participant website and www.bpas.com .
Site Overview

An overview of the site and its core components.
Enhanced ID A review of the Enhanced Login process (when a participant access the site for the first time).
Checking Balances
Checking your daily account balance, including the breakdown by fund and source.
Fund Research
Conducting research on the funds offered within your plan, including performance histories, fact sheets, prospectuses and other information.
Redirecting Future Contributions
 Changing the way that future contributions made to your account are invested in the array of available funds.
Realigning your Account Balance Making changes to the investment of your current balances through the account realignment feature. (We recommend that participants use the account realignment feature for most investment changes).
Loan Modeling and Initiation
 A review of the loan availability and modeling process, including instructions for initiating loan paperwork.
Requesting Distribution Paperwork

For participants with a date of termination on file at BPA, this video illustrates how to initiate distribution paperwork.
The Education Tab
 A summary of the Education tab of the site and its many features, including planning tools, calculators, multimedia presentations and more.
Review of the Market Dashboard A review through the Market Dashboard, which provides a wealth of financial information (market commentaries, index performance, world markets, mutual fund research, retirement planning calculators and information on currencies, commodity prices, interest rates, and more).
Documents and Mail Tab A review of the Documents and Mail tabs of the site.
Contacting our Customer Service Rep Team How to contact our Customer Service Representative team for additional assistance.
Password Assistance Assistance in correcting a lost or forgotten password.
Participant Bulletin Board A review of the participant bulletin board.