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BPAS Partner Conference- Key Takeaways from Barry Kublin

Here are some of the key takeaways from Barry Kublin's opening talk at the BPAS Partner Conference.

Jun 09, 2014

Jun 09, 2014 Partner Conference

Here are some of the key takeaways from Barry Kublin’s opening talk at the BPAS Partner Conference.

  • Thank you for Partnering with BPAS in improving the retirement readiness of our clients’ workforces.
  • BPAS has broad capabilities, “out of the box” solutions (micro-DB Plans, VEBA, HRA, etc…)
  • Looking forward to sharing strategies for competing in today’s marketplace.
  • BPAS was established in 1973 (41 years old)
  • BPAS is a consulting oriented practice
  • Reducing leakage of retirement savings is an important way to help employees eventually retire with dignity
  • Collective Investment Funds could ease the administrative burden of managing model portfolios.  Provides unitization and a cusip to allow trading on most major trading platforms
  • BPAS wants to help partners define value in a crowded DC provider space

 

Stay tuned for more takeaways from a lot of great talks this week.