Smart. Complete. Solutions.

We offer a full array of professional services to help clients solve their benefit plan challenges without the need to engage multiple providers. One company. One call.

Specialty Practices include: Auto Enrollment Plans | Multiple Employer Plans | Plans with Employer Securities | PR 1081 Plans | VEBA/HRA Plans | Cash Balance Plans | Collective Investment Funds | Fund Administration.

Plan Administration & Recordkeeping

Bundled administration, recordkeeping, and custody for defined contribution-type plans and IRAs.

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Actuarial & Pension

Actuarial and consulting services for traditional defined benefit, cash balance, executive supplemental retirement, and other post-retirement benefits, including retiree medical.

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TPA

Unbundled retirement plan services in support of balance forward and third-party recordkeeping plans.

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VEBA & HRA/HSA

Bundled administration for VEBA/HRA retiree medical plans and FSA, Transit, and HSA services.

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Fiduciary

ERISA 3(38) fiduciary services, offered in coordination with our financial intermediary partners.

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Healthcare Consulting

Plan design, actuarial consulting, RFP and analysis, and contracting with service providers in select markets.

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Autorollovers & MyPlanLoan

Service Bureaus supporting EGTRRA IRA services and non-payroll-deduction loan administration.

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Hand Benefits & Trust, a BPAS Company

Institutional Trust services, including Collective Investment Fund administration.

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BPAS Trust Company of Puerto Rico

Directed Trustee services for PR 1081 plans.

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NRS Trust Product Administration, a BPAS Company

A full range of institutional transfer agency and recordkeeping services.

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Global Trust Company, a BPAS/NRS Company

A full range of directed and discretionary trustee services and expertise.

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