1. Partner Conference 2014 Comparing Fees and Services – Daily Valuation DC Plans Joseph B. Boyle, MSPA Sales Consultant – Mid-Atlantic Region 2. Partner Conference 2014…

1. Partner Conference 2014 IRA Rollovers, MyPlanLoan, and Fiduciary Services Sean Arnold & Rick Schultz BPAS 2. Partner Conference 2014 2 BPAS’ Mission to provide retirement…

1. Real World SharePoint:Build a SharePoint CommunityMark MillerFounder and EditorEndUserSharePoint.comChief Community Officer and SharePoint EvangelistGlobal 360 2. Introduction…

1. Partner Conference 2014 Strategic Selling By Paul Neveu, SVP Sales and Marketing, BPAS 2. Partner Conference 2014 Opening thoughts You walk into a presentation. Shake…

1. IntroductionThe Travel industry is rapidly changing. The massive adoptionof the internet and mobile devices by travelers around theglobe is changing the way travel agents…

1. Partner Conference 2014 Comparing Fees and Services – Daily Valuation DC Plans Joseph B. Boyle, MSPA Sales Consultant – Mid-Atlantic Region 2. Partner Conference 2014…

1. Partner Conference 2014 Strategic Selling By Paul Neveu, SVP Sales and Marketing, BPAS 2. Partner Conference 2014 Opening thoughts You walk into a presentation. Shake…

1. Partner Conference 2014 Strategies in Participant Education Suzan Huckaby Brian Nicholson, CRSP 2. Partner Conference 2014 Why Educate? 3. Partner Conference 2014 Why…

1. Partner Conference 2014 Exploring Special Plan Types MaryAnn Geary Senior VP Administration, BPAS 2. Partner Conference 2014 What is an ESOP? • An Employee Stock Ownership…

1. Partner Conference 2014 BPAS Firm Update and Conference Objectives Barry Kublin President, BPAS 2. Partner Conference 2014 BPAS Firm Update and Conference Objectives •…