Products
BPAS Upgrades Partner Toolbox
BPAS, a national provider of plan administration, actuarial, and
institutional trust services in support of financial intermediaries,
has launched a major upgrade to its Partner Toolbox.
Reported by Rebecca Moore
The Web-based tool gives financial intermediary partners 24-hour access to a library of tools to build their retirement plan business, according to a press release.
Some enhancements of the new site include a search feature allowing users to browse the 185 pieces and tools available, a simplified login feature, and a ‘Partner Training Sessions’ tab. In this tab, BPAS will provide ongoing training and insights for financial intermediary partners, using Powerpoint and Brainshark presentations and podcasts.
The announcement said the concept of the toolbox is to help partners build their retirement business through the cross-pollination of ideas and best practices, and a process of continuous learning.
For more information about the firm’s partnership model, call Paul Neveu at 603.580.5522 or Robert Malczyk at 315.292.6908, or visit www.bpas.com.