BPAS

Firm Profile

FIRM PROFILE
BPAS is a national provider of retirement plan administration and related services. We serve more than 4,000 retirement plans and 400,000 participants through partnerships with financial advisors and hold more than $19 billion of assets under custody. Our family of services include: BPAS Plan Administration & Recordkeeping Services, BPAS Actuarial and Pension Services, BPAS TPA Services, BPAS Fiduciary Services, BPAS Healthcare Consulting Services, BPAS VEBA & HRA/HSA Services, BPAS AutoRollovers & MyPlanLoan Services, Hand Benefits & Trust (a BPAS Company), and BPAS Trust Company of Puerto Rico. With ten offices across the nation and 270 retirement plan professionals, we are committed to “Solving Tomorrow’s Benefit Challenges Today.” Look to BPAS for all of your retirement and benefit plan administration needs.

KEY CONTACTS
Paul Neveu, (315) 292-6968, pneveu@bpas.com
Robert A. Malczyk, (315) 725-1333, rmalczyk@bpas.com
WEBSITE bpas.com
ESTABLISHED 1984

STATE(S) WHERE WE HAVE A PHYSICAL PRESENCE
New York, Pennsylvania, Texas, New Jersey

SPONSORED PLANS SUPPORTED 679

TOTAL ASSET VALUE OF THE EMPLOYMENT BASED PLANS SUPPORTED
As of 06/30/16 $661 MM
As of 12/31/15 $656 MM

PARTICIPANTS COVERED BY THE EMPLOYMENT BASED PLANS SUPPORTED
As of 06/30/16 28,652
As of 12/31/15 30,114

TARGET MARKET(S) 1-500

KINDS OF PLAN(S) SUPPORTED
401(k), Traditional Defined Benefit, Cash Balance/Hybrid, Profit-
Sharing, Money Purchase Pension, 403(b), 457, Non-qualified Deferred
Compensation, Other DC Plans

CUSTODIAN(S) USED
We use various custodians. Examples are VOYA, Nationwide, John
Hancock, Hand Benefits & Trust Company, a BPAS company, etc.

FEE STRUCTURE
We rely on Per Participant Fee and Flat Fee.

SERVICE(S) PROVIDED
Compliance Support, Preparation of Loan Paperwork, Processing of Loan
Applications, Non-Discrimination Testing, Plan Design Consulting, Plan Audit
Support, Actuarial Calculations & Support, Form 5500 Preparation, Plan
Benchmarking, QDRO Review, Hardship Distribution Requests, Target-Date
Fund Evaluation Tools, Investment Monitoring Services, Plan Committee
Meetings, Employee Education, Enrollment Meeting Support, Call Center