The BPAH solution allows you to communicate a uniform set of procedures to all of your clients.

Once you have consulted with your clients to review the benefits of mandatory distributions, simply have them sign our Custodial Agreement. Distributions will continue to be processed as they have been in the past. The only difference is in the payment of the forced distributions, they will be made payable as instructed in our AutoRollover Kit.

Benefits of AutoRollovers by BPAH:

1. One service agreement required per Plan. Each Rollover does not require Fiduciary Signature;
   
2. $25 for each account set up properly using our online reporting tool, iQuikpay (paid from our first year revenue)
   
3. A solution that allows you to retain 100% of the revenue on distributions;
   
4. No Set-up fees;
   
5. Web Access to monitor the rollover process for distributions reported;
   
6. Superior product for Participants:
   
   Default investment with a competitive yield.
   
   Eleven (11) additional mutual fund offerings to diversify account, including four lifecycle funds.
   
   24/7 Access to Automated account information via Voice Response Unit or Web. Live customer service is available 8:30 am -5:00 pm EST.