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According to a press release, the Annual Plan Review Report provides an examination of a plan's data in great detail, including topics such as average balances, participation rates, fund utilization, participants invested in the default fund, average balances by age and compensation groups, loan utilization, and many other considerations. The report benchmarks the plan against industry and BPAS averages and aids financial intermediaries in preparing for the annual plan update meeting with plan sponsors. "Our APRR benchmarks many aspects of each plan against industry and BPAS averages, so it becomes immediately clear what is working and what isn't," said Paul Neveu, Senior Vice President of Sales & Marketing, in the press release. For more information, contact Paul Neveu at 603-580-5522 or pneveu@bpas.com , or Bob Malczyk at 315-292-6908 or bmalczyk@bpas.com .
According to a press release, the Annual Plan Review Report provides an examination of a plan's data in great detail, including topics such as average balances, participation rates, fund utilization, participants invested in the default fund, average balances by age and compensation groups, loan utilization, and many other considerations. The report benchmarks the plan against industry and BPAS averages and aids financial intermediaries in preparing for the annual plan update meeting with plan sponsors.
"Our APRR benchmarks many aspects of each plan against industry and BPAS averages, so it becomes immediately clear what is working and what isn't," said Paul Neveu, Senior Vice President of Sales & Marketing, in the press release.
For more information, contact Paul Neveu at 603-580-5522 or pneveu@bpas.com , or Bob Malczyk at 315-292-6908 or bmalczyk@bpas.com .
Rebecca Mooreeditors@plansponsor.com