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

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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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