BPA markets its services to mutual fund companies, registered investment advisors and brokers. Many of the major fund companies (e.g. American Funds, Federated, Vanguard) refer their advisors and brokers to BPA to administer complex plans that the larger administration companies choose not to support.
BPA specializes in administering plans with thinly traded employer securities, multiple entry dates, institutional funds, and special service needs. This special place in the market we serve has resulted in BPA establishing daily valuation servicing relationships with more than a dozen Fortune 500 companies; our client base has grown to encompass 27 states; and BPA has earned the distinction of becoming the largest retirement plan administration firm in Puerto Rico. – less–ZoomInfo