Use this checklist to request a retirement plan proposal from BPAS in partnership with your organization. Please complete as much of this information as possible, then press the submit button. We will email you a copy of the proposal for review as soon as it is available. Our new proposal is presented in a multimedia format (including a PDF proposal), but can also be ordered in hardcopy form.
5. BPAS Sales Rep
11. Check any that apply:
15. Currently, plan offers: (check all that apply)
17. You will service this plan as.
a. Discretionary Trustee
b. Directed Trustee
c. Registered Investment Advisor and 3(38) Fiduciary
d. Registered Investment Advisor and 3(21) Fiduciary
e. Registered Representative / Broker of Record
Other (please describe below)
Please enter your fee and basis points (e.g. 50 basis points). If Other, please describe below
18. Check any optional features you would like to include in the proposal
(THE MORE INFORMATION YOU PROVIDE, THE MORE CUSTOMIZED YOUR PROPOSAL WILL BE)
We will call or email you to discuss certain details of the proposal or any questions we have. When the proposal is finished, typically within 2 to 3 business days, and approved by you, we will email the final proposal to you. For groups with assets above $1 million, we will also print and ship a final proposal in color at no charge to the address you specify. We will ship standard first class mail. Color proposals may be shipped at no charge for groups with less than $1 million upon request.
If you would like to customize the proposal, we will email you the Powerpoint file, then you can make any desired edits and email it back to us for approval. We will then print and ship you a final.
Please call us with any questions you may have.
Your responses are being forwarded to BPAS at TrustSales@bpas.com. We will be in touch with you shortly on next steps.