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Account Information

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.

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Account Information

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  1. 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 Market Dashboard • beneficiary form • rollover form • QDRO application • ESOP election (if applicable) Admin. Forms Quarterly Statements • quarterly statement archive • online statement • Transaction-based statement • BPA news • retirement newsletter Education • risk worksheet • ret. workbook • Reach content Wide array of news, quotes and financial content Pending Changes • review / delete Online Education • “Why should I participate?” • risk worksheet • savings calculator • Reach content • interesting places • 401(k) planner Enrollment • beneficiary form • your contribution amount • future investment direction Contributions • deferral rate • % elections for future savings Ameritrade SDBA • documents (if applicable) Investments • prices • fund performance • fact sheets • prospectuses • trading restrictions Confirms • def. rate change • future savings change • transfer / realignment Transfers • trading restr. report • transfers / reallocations Other • VRU guide • Summary Plan Description Rollovers • rollover verification form • rollover to IDA • other Ameritrade info • if applicable Ameritrade SDBA • if applicable Other • contact us Auto Rebalancing • explanation • rebalance Loans • current Loans • prior payments • availability • modeling / initiation Other • distributions • loan modeling • loan initiation • ReservePlus (if applicable) • 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 Distributions • tax notice • prior distributions • privacy statement

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