Introduction
BPAS*
www.bpas.comAssets ($MM) by Plan Type | ||||
---|---|---|---|---|
Ranked #41 | $9,100 | |||
401(k) | $5,772 | |||
403(b) | $1,690 | |||
457 | $132 | |||
NQDC | $52 | |||
All Other | $1,454 |
Participants by Plan Size | ||||
---|---|---|---|---|
Ranked #37 | 281,290 | |||
<$10MM | 155,172 | |||
$10MM – $50MM | 62,705 | |||
>$50MM – $200MM | 52,131 | |||
>$200MM – $1BMM | 11,282 | |||
>$1B | 0 |
Service Offerings | |
---|---|
New client restrictions | None |
Multiple service models | No |
Offers corporate trustee services | Yes |
Internal ERISA counsel | 0 |
Will act as §3(16) fiduciary | Yes - direct offering |
Participant Services | |
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Call center hours | Weekdays: 8 a.m. - 8 p.m. ET |
Online chat support | No |
Mobile app | Yes |
Managed account options | RJ20 |
Retirement Income | |
---|---|
Displays retirement income estimate on statements | Yes |
Offers in-plan guaranteed retirement income products | No |
Offers out-of-plan annuity bidding service | Yes |
Recordkeeping Platform FIS Omni |
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*BPAS is a member of Alliance Benefit Group, which is ranked/reported separately and includes BPAS totals. †Data has been updated/revised since initial publication in PLANSPONSOR magazine. |