The BPAS Advantage

While a primary focus at BPAS is to deliver a robust daily valuation solution to clients and partners, we also offer BPAS TPA Services. This group brings an experienced team of Plan Consultants who work with clients on a number of outside recordkeeping platforms. We offer comprehensive plan design, plan document services, annual compliance testing, contribution calculations, and signature-ready Form 5500 preparation to help plan sponsors meet annual filing requirements.

Key Features

  • A full array of TPA services, including: plan document and amendment services; all required compliance tests; calculation of year-end allocations (including “true up” allocations); processing of forfeitures; preparation of signature-ready Form 5500 and schedules; audit support; preparation of participant notices; and assisting in routine questions and transactions throughout the year
  • Partnerships with a range of outside recordkeeping platforms
  • Full range of optional services available, including loan administration
  • A consultative approach to plan design
  • A seamless service experience

Designed For

TPA Services is best suited for:

  • Smaller plans that are already using an outside recordkeeping platform who do not wish to change platforms
  • Employers looking for an “unbundled,” consultative approach to the day-to-day administration of their retirement plan
  • Employers wanting to work with a national recordkeeping platform provider, yet keep the TPA services separate

Next Steps

Want to learn more?
Contact us at trustsales@bpas.com or call 1-866-401-5272.