B P A S P A R T N E R C O N F E R E N C E 2 0 1 6

Winning Plans Through Value Added Administration

B P A S P A R T N E R C O N F E R E N C E 2 0 1 6

Brian Douglas

External Wholesaler, BPAS Plan Administration & Recordkeeping Services Joe BoyleExternal Wholesaler, BPAS Plan Administration & Recordkeeping Services

Product Manager, BPAS AutoRollovers & MyPlanLoan ServicesSean Arnold

2016 BPAS Partner Conference

Session Goals

Answer:• What sets BPAS apart?• How can BPAS help you win business?• How can BPAS be a better partner for you?

2016 BPAS Partner Conference

Fundamental BPAS Differentiators

• Fee Normalization vs. ERISA Recapture

Fund A

Fund B

Fund C

Fund D

Fund E

0%

20%

40%

60%

80%

100%

0.25

% 0.35

%

0.60

%

0.15

%

0.35

%

0.60

%

0.25

%

0.45

%

Investment Fees CollectedRevenue Sharing

Fee Normalization applied per participant.

More Equitable than ERISA Recapture.

2016 BPAS Partner Conference

Fundamental BPAS Differentiators

• Full Administration– Reduce Plan Sponsor day-

to-day retirement plan workload by 35-40%

– Single Point of contact for every client

2016 BPAS Partner Conference

Fundamental BPAS Differentiators

• No affinity to particular fund/fund family• Focus on retirement plan performance• Operation• Plan design• Retirement Readiness / Outcomes

Independent Recordkeeper Benefits:

2016 BPAS Partner Conference

Value-Adds - BPAS Products

Group Trust/Private

Label/Marketing Support

Auto Enroll/Auto Escalation

• Re-sweep Deferrals & Investments

AutoRollovers MyPlanLoan

IRAselect Payroll Integration Advisor Models Mailing Services

2016 BPAS Partner Conference

Value Adds - Depth of BPAS Bench

Custody/DB Payor Services/Actuarial/Compliance/Puerto Rico/ESOP/CIFs/Multi-vendor 403b • Design Capabilities

• New Comp/Cash Balance /Safe-Harbors/Multi-plan approaches• Conversion Team – second-to-none in experience/responsiveness

to ensure a smooth transfer…first experience with BPAS• 18 years average experience/weekly calls, if needed• Carry the plan design torch, will provide PS illustrations

2016 BPAS Partner Conference

Value Adds - BPAS Fiduciary Services

Support for our advisor partners Bodies for on-site meetings/webcasts Quarterly reports linked to Investment Policy Statement 3(21) or 3(38) services Education materials & PowerPoint presentations with updated content

RJ20 Serves as participant-level fiduciary Will make participant transactions for the participant Provide reporting back to participant and plan sponsor

2016 BPAS Partner Conference

Value Add - Plan Sponsor Education

Annual Plan Review Report (going quarterly soon!)

Committed to making sure Plan Sponsors know how to work with BPAS

• Keeps Plan sponsors up to date relative to the universe of plans

• Monthly Webinar Demos• 1-on-1 Training as needed

2016 BPAS Partner Conference

We Want Your Feedback

• How has BPAS helped you win business?• What do you think sets BPAS apart?• How can we be a better partner for you?

Thanks! We appreciate working with you!

B P A S P A R T N E R C O N F E R E N C E 2 0 1 6

BPAS PARTNER CONFERENCE 2016

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