As a recognized leader in retirement plan administration across Puerto Rico, we can help build a plan that’s right for you:
Directed Trustee Services: At BPAS, we understand the importance of providing independent Trustee and comprehensive plan administration services. We are here to protect your retirement plan assets. We can provide services as a bundled part of the BPAS daily valuation program or as a stand-alone Directed Trustee to assist other Plan Sponsors.
PR 1081 Keoghs: If you’re an unincorporated business owner (Keogh-eligible) and want to defer earned income and qualify for reduced capital gains tax rates at distribution, a Keogh (under PR IRC 1081) could be right for you. It’s the perfect solution for attorneys, independent physicians, real estate agents, architects, engineers, and consultants.
Our industry-leading technology and partner collaboration will help you achieve success. We know the regulations. In fact, we’re the company plan sponsors turn to when it comes to Keogh compliance.
ERISA 3(38) Services for 1081 Plans: Today’s regulatory environment and compliance challenges make fiduciary oversight more important than ever. Plan Sponsors can be held personally liable for losses caused by decisions or actions as a fiduciary. Our comprehensive fiduciary protection solution delivers services from a single provider, customized to meet every client’s unique needs.
Cash Balance Plans: The perfect solution for employers who maximize contributions under an existing defined contribution plan and would like to contribute more.
Collective Investment Funds: BPAS Trust Company of Puerto Rico offers collective investment funds for qualified PR retirement plans. The PR Capital Preservation Fund is a qualified PR security that affords Act 106 and PR Code 1081 participants with the opportunity to realize certain tax benefits upon distribution of funds from their accounts.