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Winning Plans through Value Added Administration - Brian Douglas - Joe Boyle - Sean Arnold

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Winning Plans through Value Added Administration - Brian Douglas - Joe Boyle - Sean Arnold

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Speakers:
- Brian Douglas, External Wholesaler, BPAS Plan Administration & Recordkeeping Services
- Joe Boyle, External Wholesaler, BPAS Plan Administration & Recordkeeping Services
-Sean Arnold, Product Manager, BPAS AutoRollovers & MyPlanLoan Services

Speakers:
- Brian Douglas, External Wholesaler, BPAS Plan Administration & Recordkeeping Services
- Joe Boyle, External Wholesaler, BPAS Plan Administration & Recordkeeping Services
-Sean Arnold, Product Manager, BPAS AutoRollovers & MyPlanLoan Services

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Winning Plans through Value Added Administration - Brian Douglas - Joe Boyle - Sean Arnold

  1. 1. 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 Boyle External Wholesaler, BPAS Plan Administration & Recordkeeping Services Product Manager, BPAS AutoRollovers & MyPlanLoan Services Sean Arnold
  2. 2. 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
  3. 3. Fundamental BPAS Differentiators • Fee Normalization vs. ERISA Recapture 0% 20% 40% 60% 80% 100% Fund A Fund B Fund C Fund D Fund E 0.25% 0.35% 0.60% 0.15% 0.35% 0.60% 0.25% 0.45% Investment Fees Collected Revenue Sharing Fee Normalization applied per participant. More Equitable than ERISA Recapture. 2016 BPAS Partner Conference
  4. 4. 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
  5. 5. 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
  6. 6. 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
  7. 7. 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
  8. 8. 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
  9. 9. 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
  10. 10. 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! 2016 BPAS Partner Conference
  11. 11. 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 #BPASPC

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