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.
Actuarial & Pension
Actuarial and consulting services for traditional defined benefit, cash balance, executive supplemental retirement, and other post-retirement benefits, including retiree medical.
Unbundled retirement plan services in support of balance forward and third-party recordkeeping plans.
VEBA & HRA/HSA
Bundled administration for VEBA/HRA retiree medical plans and FSA, Transit, and HSA services.
ERISA 3(38) fiduciary services, offered in coordination with our financial intermediary partners.
Plan design, actuarial consulting, RFP and analysis, and contracting with service providers in select markets.
Autorollovers & MyPlanLoan
Service Bureaus supporting EGTRRA IRA services and non-payroll-deduction loan administration.
Hand Benefits & Trust, a BPAS Company
Institutional Trust services, including Collective Investment Fund administration.
BPAS Trust Company of Puerto Rico
Directed Trustee services for PR 1081 plans.
NRS Trust Product Administration, a BPAS Company
A full range of institutional transfer agency and recordkeeping services.
Global Trust Company, a BPAS/NRS Company
A full range of directed and discretionary trustee services and expertise.