account information
DESCRIPTION
Our participant website www.bpas.com. Account Information. Request Changes. Education. Documents. Mail. Enrollment. balance, pie charts interim statements other plans contribution rates % elections account history. Financial Information. email address change PIN. Personal Data. - PowerPoint PPT PresentationTRANSCRIPT
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Account Information
RequestChanges
Education Documents Mail Enrollment
•balance, pie charts•interim statements•other plans•contribution rates•% elections•account history
•prices•fund performance•fact sheets•prospectuses•trading restrictions
•if applicable
•current Loans•prior payments•availability•modeling / initiation
•tax notice•prior distributions•privacy statement
Financial Information
Investments
Ameritrade SDBA
Loans
Distributions
•email address•change PIN
•review / delete
•deferral rate•% elections for future savings
•explanation•rebalance
•distributions•loan modeling•loan initiation•ReservePlus (if applicable)
Personal Data
Pending Changes
Contributions
Auto Rebalancing
Other
Wide array of news, quotes and financial content
•“Why should I participate?”•risk worksheet•savings calculator•Reach content•interesting places•401(k) planner
•if applicable
Market Dashboard
Online Education
Ameritrade info
•beneficiary form•rollover form•QDRO application•ESOP election (if applicable)
•documents (if applicable)
•VRU guide•Summary Plan Description
Admin. Forms
Ameritrade SDBA
Other
•quarterly statement archive•online statement•Transaction-based statement•BPA news•retirement newsletter
•def. rate change•future savings change•transfer / realignment
•contact us
Quarterly Statements
Confirms
Other
•risk worksheet•ret. workbook•Reach content
•beneficiary form•your contribution amount•future investment direction
•rollover verification form•rollover to IDA•other
Education
Enrollment
Rollovers•trading restr. report•transfers / reallocations
Transfers
• 24-hour access to participant website, VRU (functionality is similar) • Both systems scripted in English and Spanish• For Voice Response Unit, dial 1-800-530-1272, enter SSN and PIN• VRU has opt-out feature to our customer service reps (CSRs) between the hours of 8:30 AM – 6:30 PM EST
Our participant websitewww.bpas.com