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Products & Demos

Overview

BPAS serves the full spectrum of defined contribution and defined benefit plans, as well as non-qualified plans.  We offer true open architecture on investments and exclusively support  no-load investment products (no variable annuities or insurance-based products).  And we service plans through a team of highly skilled Plan Consultants, who undergo ongoing training and certifications so they can serve as the relationship manager and primary point of contact for clients.

Here is a flyer that overviews our services.

Defined Contribution Plan Services
Since 1973, BPA has served the retirement plan needs of an expansive list of organizations throughout the U.S. and Puerto Rico. As a consulting practice serving the needs of a diverse client base, we have a keen understanding of the varying objectives of plan sponsorship. We remain committed to providing customized plan design and daily valuation services in support of a wide range of no-load investment options, including company stock and brokerage accounts.  Find out more...
AutoRollovers
BPAS offers AutoRollover Services for Third Party Administrators, Plan Sponsors, and Financial Institutions. Our solution is fully compliant with the Automatic Rollover requirements of EGTRRA.  Find out more...
 
Pension Plan Services
BPAS, though the Harbridge Consulting Group, offers the expertise to assist companies in developing and executing pension plan strategies that address financial and human resource objectives and enhance employee understanding and appreciation of the benefit.  Find out more....
 
Retiree Health
Harbridge Consulting Group has performed retiree health valuations for 12 years and is performing greater than 50 recurring FAS 106 valuations and 50 GASB 45 valuations per year. We help employers manage their retiree health plans through our expertise in performing actuarial valuations, our ability to help employers understand the factors that drive these liabilities, and our consulting skills in clarifying the retiree benefit objectives and identifying opportunities to mitigate an employer's exposure.  Find out more....
 
Health & Welfare
The Harbridge Consulting Group company of BPAS offers a wide range of benefit consulting services including: Health and Welfare Plan Design; Vendor Selection and Management; Actuarial Analysis; Plan Compliance; and Financial and Risk Management. Find out more...
 
Institutional Trust Services
BPAS offers Institutional Trust Services through our Hand Benefits & Trust Co company. These services include Valuation Services for Common and Collective Trust Funds, where we serve as administrative trustee for thirteen pooled collective funds. In addition, Composite Employee Benefits Trust Funds are available. These funds are maintained for the exclusive benefit of tax qualified retirement plans that have engaged HB&T Co as a fiduciary or agent for a fiduciary.  Find out more...
 
Cafeteria Plan Services

Serving clients across the nation, the Flex Corp company of BPAS is a proven leader in providing Section 125 Plan and Cafeteria Plan administration. Simply stated, the Cafeteria Plan offers employees significant advantages over the traditional methods of delivering employees benefits.  Find out more...

 


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