Partner Conference Slide Decks

Here are all of the slide decks from the BPAS Partner Conference.

Jun 13, 2014

Thank you to all who attended the BPAS Partner Conference earlier this month (June 9-11, 2014). We’ve compiled all of our sessions’ slide decks to make it easy for you to review and download.

BPAS Firm Update
Barry Kublin

 

A Bird’s Eye View of the Retirement Plan Business
Paul Neveu

 

Challenges for DC Plan Sponsors
Maryann Geary

 

Best Practices for DC Plans—A Global Perspective
Barry Kublin

 

Strategic Selling
Paul Neveu

 

CIFs, Model Portfolios & 404a-5
David Hand

 

IRA Rollovers, MyPlanLoan and Fiduciary Services
Sean Arnold and Rick Schultz

 

Defining Value: Benchmarking v2.0—Improved Outcomes for Participants & Plan Sponsors
Tom Kmak

 

Comparing Fees and Services
Joe Boyle

 

Strategies for Participant Education
Brian Nicholson and Maryann Geary

 

Exploring Special Plan Types (ESOP, kSOP, MEP, MET, VEBA)
David Ritchie and Maryann Geary

 

DB Plans for Professional Practice and ‘High Income Clients
Vince Spina

 

Financial and Economic Update: The Secular Bull Market
Ralph Alcampora

 

Panel Discussion: Investment-Related Issues-Target Date Funds as QDIAs; Which Glidepath is Right for Plan Participants
Featuring Industry Experts, Moderated by Greg Woods

 

Upcoming Website and Technology Enhancements
Elizabeth Kaido and Paul Neveu

 

Panel Discussion: Investment Related Issues – Lifting the Veil on Stable Value Funds
Featuring Industry Experts, Moderated by Greg Woods

 

Once again, thank you for participating in our Partner Conference. We hope you had a fantastic time!