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Home/Financial Professionals/Partners/Tools & Resources

Tools & Resources

Financial Partners Tools & Resources

Forms and Links

Go here to view important forms and resource links, including research and sales and marketing.

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Blog

Read our latest blog updates here.

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News and Events

View the latest news releases and upcoming events.

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Plan Sponsor Bulletin Board

Important updates for Plan Sponsors.

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Mutual Fund Actions Bulletin Board

Stay current with constantly changing Mutual funds.

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Prospectuses and Fact Sheets

Fund fact sheets and prospectuses for funds currently traded on the BPAS platform.

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Retirement Calculators

Retirement planning and savings.

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BPAS Toolbox

The BPAS Toolbox is a library of tools, sales and marketing materials, presentations, communication materials, ideas and insights our partners can use to build their retirement plan business.

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Products & Services

  • Workplace Retirement Plans
  • Actuarial & Pension
  • Fiduciary
  • Healthcare Consulting
  • IRA Services
  • HSA
  • VEBA/115 Trust & HRA
  • BPAS Trust Company of Puerto Rico
  • Hand Benefits & Trust, a BPAS company
  • NRS Trust Administration, a BPAS company
  • Global Trust Company, an NRS/BPAS company

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