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S.i.F.i (K) Plan

S.i.F.i (K) Plan

http://www.sifikplan.com/

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BPAS, Inc.

Help Desk

6 Rh●●●● Drv

Ut●●ca , New York, 13502

United States

(315)●●●●●-6901
he●●●●●●@bpas.com

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BPAS, Inc.

Help Desk

6 Rh●●●● Drv

Ut●●ca , New York, 13502

United States

(315)●●●●●-6901
he●●●●●●@bpas.com

View this contact

BPAS, Inc.

Help Desk

6 Rh●●●● Drv

Ut●●ca , New York, 13502

United States

(315)●●●●●-6901
he●●●●●●@bpas.com

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S.i.F.i (K) Plan | sifikplan.com Reviews

https://sifikplan.com

S.i.F.i (K) Plan

INTERNAL PAGES

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1

S.i.F.i. (K) Plan - Documents

http://www.sifikplan.com/documents

How Si.F.i. Works. Role of the Advisor. SIFI(K) Plan Product Sheet.

2

Investment Menu

http://www.sifikplan.com/investment_menu

How Si.F.i. Works. Role of the Advisor. The SI.F.I. (k) Plan features a broad and diversified investment menu for selection by plan participants. This menu is subject to ongoing monitoring and screening by a discretionary trustee, per the terms of an Investment Policy Statement. The program’s current menu is shown below. Note: the self-directed brokerage window can be added for any plans who seek additional flexibility.

3

About the Advisor

http://www.sifikplan.com/role_of_the_advisor

How Si.F.i. Works. Role of the Advisor. Role of the Advisor and BPAS. Role of the 3(21) Advisor or Trust Company:. Ongoing relationship management with plan sponsors, including the review of investment performance, plan activity and plan demographics. Initial and ongoing participant education, helping participants make any changes from default settings to meet their unique financial needs. More comprehensive financial planning for plan participants. Minus; Barry S. Kublin. President BPAS, Inc.

4

About BPAS

http://www.sifikplan.com/about_bpas

How Si.F.i. Works. Role of the Advisor. For more information on BPAS or our parent company structure, visit www.bpas.com. BPAS has created a solution for employers looking to sponsor a retirement plan that makes it easier for employees to save for their retirement – the S.I.F.I. (K) Plan. The S.I.F.I. (K) Plan offers an innovative approach to improving retirement readiness.". Minus; Barry S. Kublin. President BPAS, Inc.

5

How S.i.F.i Works

http://www.sifikplan.com/how_sifi_works

How Si.F.i. Works. Role of the Advisor. How Si.F.i Works. The Set it, Forget It 401(k) Plan. The SI.F.I. (K) Plan, offered by BPAS and its financial intermediary partners, offers a new solution. Employees are automatically enrolled in the plan with a pre-defined rate of contribution (e.g., 3% of pay), unless they make other elections. Investments are defaulted into an age-based QDIA approach that is suited to each employee’s time horizon. In addition to the plan design considerations discussed above, pla...

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TOTAL PAGES IN THIS WEBSITE

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LINKS TO THIS WEBSITE

bpas.com bpas.com

BPAS

http://www.bpas.com/BPAS_news.htm

BPAS Plan Administration and Recordkeeping Services. BPAS Actuarial and Pension/Healthcare Consulting Services. Defined Contribution Plan Services. The SI.F.I. (k) Plan. What's New at BPAS? BPAS Launches Online Participant Education Center. Click here. For more details. (March 2016). BPAS is pleased to announce that it will host its third annual Partner Conference June 6, 7, and 8, 2016. Click here. To read more. (March 2016). Harbridge Consulting Group to Rebrand Under BPAS. Click here. We’re pleased to...

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BPAS

https://www.bpas.com/financial_intermediaries/financial_intermediaries_retirement_account.htm

BPAS Plan Administration and Recordkeeping Services. BPAS Actuarial and Pension/Healthcare Consulting Services. Defined Contribution Plan Services. The SI.F.I. (k) Plan. Performance, Prospectuses and. Mutual Funds by Fund Family. BPAS is dedicated to helping our partners grow their retirement practice. The Financial Intermediary website provides various tools to enhance your relationship with clients. By logging onto the Advisor Web below, you will gain access to important client information. BPAS Retire...

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BPAS

http://www.bpas.com/compliance_updates.htm

BPAS Plan Administration and Recordkeeping Services. BPAS Actuarial and Pension/Healthcare Consulting Services. Defined Contribution Plan Services. The SI.F.I. (k) Plan. Contribution Limitations and COLAS. Includes information on various annual limits pertinent to qualified retirement plans. The following links provide information related to various administrative aspects to be considered for plan oversight. Select the appropriate link for detailed information. Retirement Plan Rollover Chart. For example...

bpas.com bpas.com

BPAS - Participant VEBA/115 Trust Account

https://www.bpas.com/VEBA-115Trust/employees_veba_account_access.htm

BPAS Plan Administration and Recordkeeping Services. BPAS Actuarial and Pension/Healthcare Consulting Services. Defined Contribution Plan Services. The SI.F.I. (k) Plan. Performance, Prospectuses and. Participant VEBA/115 Trust Account. This section of our site provides a participant login area for VEBA/115 Trust Account participants. If you need assistance you can contact customer service at:. Like BPAS on Facebook! Please be advised that the cutoff time for participant-initiated transactions is 4:00.

bpas.com bpas.com

BPAS

http://www.bpas.com/financial_intermediaries/financial_intermediaries_flex_account.htm

BPAS Plan Administration and Recordkeeping Services. BPAS Actuarial and Pension/Healthcare Consulting Services. Defined Contribution Plan Services. The SI.F.I. (k) Plan. Tax Relief and Health Care Act of 2006. Financial Intermediaries Flex Account. We reflect positively on your decision to partner with us as your third party administrator. We offer a competitive product suite while maintaining a customer friendly and compliant centric focus. Health Reimbursement Arrangements (HRA). The Flex Corp Advantage.

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BPAS

https://www.bpas.com/employers/employers_retirement_account.htm

BPAS Plan Administration and Recordkeeping Services. BPAS Actuarial and Pension/Healthcare Consulting Services. Defined Contribution Plan Services. The SI.F.I. (k) Plan. Performance, Prospectuses and. This page provides various links to assist plan sponsors in the ongoing administration of their plan. You will find links to Census. Various retirement calculators, the participant and plan sponsor bulletin boards, and other information. Plan Sponsor Website Login. New Participant Website Troubleshooting.

bpas.com bpas.com

BPAS

http://www.bpas.com/es/index.htm

Servicios para Planes de Aportación Definida. Servicios para Planes de Pensiones. Servicios de Salud a Jubilados. Servicios para Planes Cafetería. Benefit Plans Administrative Services, Inc. (BPAS),. Oprima aquí para leer las últimas noticias de BPAS. Oprima aquí para actualizar las noticias de Cumplimiento. Oprima aquí para accesar el Centro. Servicios a Planes de Compensaciá Definida. Servicios para Planes de Pensiones. Servicios de Salud a Jubilados. Servicio para Planes Cafetería. Utica, NY 13502.

bpas.com bpas.com

BPAS

https://www.bpas.com/VEBA-115Trust/employers_veba_account_access.htm

BPAS Plan Administration and Recordkeeping Services. BPAS Actuarial and Pension/Healthcare Consulting Services. Defined Contribution Plan Services. The SI.F.I. (k) Plan. Performance, Prospectuses and. Employer VEBA/115 Trust Account. This page provides various links to assist plan sponsors in the ongoing administration of their plan. You will find links to Census. The Plan Sponsor website, and other information. Plan Sponsor Website Login.

bpas.com bpas.com

BPAS

http://www.bpas.com/employers/employers_flex_account.htm

BPAS Plan Administration and Recordkeeping Services. BPAS Actuarial and Pension/Healthcare Consulting Services. Defined Contribution Plan Services. The SI.F.I. (k) Plan.

bpas.com bpas.com

BPAS - Products & Demos

http://www.bpas.com/products/index.htm

BPAS Plan Administration and Recordkeeping Services. BPAS Actuarial and Pension/Healthcare Consulting Services. Defined Contribution Plan Services. The SI.F.I. (k) Plan. Defined Contribution Plan Services. Here is a flyer. That overviews our services. Defined Contribution Plan Services. BPAS offers AutoRollover Services for Third Party Administrators, Plan Sponsors, and Financial Institutions. Our solution is fully compliant with the Automatic Rollover requirements of EGTRRA. Find out more. The Harbridge...

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S.i.F.i (K) Plan

How Si.F.i. Works. Role of the Advisor. And prepare workers to retire with dignity. To further the goal of creating DC plans that deliver results. BPAS has created the S.I.F.I. (K) Plan. The key elements of retirement planning. To reach a secure retirement, participants, supported by their plan sponsors, need to follow a basic formula:. Save a significant percentage of annual compensation. Start saving early in one’s career. Invest in a diversified and disciplined glide path strategy. Selection and monit...

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