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
- View Online
- Download (PPT)
A Bird’s Eye View of the Retirement Plan Business
Paul Neveu
- View Online
- Download (PPT)
Challenges for DC Plan Sponsors
Maryann Geary
- View Online
- Download (PPT)
Best Practices for DC Plans—A Global Perspective
Barry Kublin
- View Online
- Download (PPT)
Strategic Selling
Paul Neveu
- View Online
- Download (PPT)
CIFs, Model Portfolios & 404a-5
David Hand
- View Online
- Download (PPT)
IRA Rollovers, MyPlanLoan and Fiduciary Services
Sean Arnold and Rick Schultz
- View Online
- Download (PPT)
Defining Value: Benchmarking v2.0—Improved Outcomes for Participants & Plan Sponsors
Tom Kmak
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- Download (PPT)
Comparing Fees and Services
Joe Boyle
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- Download (PPT)
Strategies for Participant Education
Brian Nicholson and Maryann Geary
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- Download (PPT)
Exploring Special Plan Types (ESOP, kSOP, MEP, MET, VEBA)
David Ritchie and Maryann Geary
- View Online (Part 1)
- View Online (Part 2)
- Download (Part 1 – PPT)
- Download (Part 2 – PPT)
DB Plans for Professional Practice and ‘High Income Clients
Vince Spina
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- Download (PPT)
Financial and Economic Update: The Secular Bull Market
Ralph Alcampora
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- Download (PPT)
Panel Discussion: Investment-Related Issues-Target Date Funds as QDIAs; Which Glidepath is Right for Plan Participants
Featuring Industry Experts, Moderated by Greg Woods
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- Download (PPT)
Upcoming Website and Technology Enhancements
Elizabeth Kaido and Paul Neveu
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- Download (PPT)
Panel Discussion: Investment Related Issues – Lifting the Veil on Stable Value Funds
Featuring Industry Experts, Moderated by Greg Woods
- View Online
- Download (PPT)
Once again, thank you for participating in our Partner Conference. We hope you had a fantastic time!