BPM Advisors Crosses $1 Billion Mark In Assets Under Advisement


SAN FRANCISCO, Ca, March 17, 2015 – BPM Advisors, Inc., a subsidiary of BPM (BPMCPA.com) has crossed $1 billion in total retirement plan assets under advisement in five short years.

BPM Advisors, Inc., a registered investment advisor, provides 3(21) Fiduciary, 3(38) Investment Manager and 3(16) Plan Administrator support, advice and consulting to reduce management fiduciary risk for plan sponsors. In the last twelve months, BPM Advisors has grown into a team of four service advisors including a call center for participants.

“This is an exciting milestone for us,” said Mike Rogers, Partner and CEO of BPM Advisors. “Finding the right plan is tough – we’re committed to recommending a plan that fits each of our clients’ unique needs. We have a large number of clients that have trusted their retirement plan assets to our oversight,” he added.

In acting as an advocate for clients, services include: investment selection and due diligence; plan analysis and design; vendor optimization, including compliance and operational support as well as vendor search services; plan merger and acquisition; participant education; plan governance and fee benchmarking. The team also provides 5500 plan audit support; IRS and DOL plan sponsor corrective procedures; and compliance testing reviews.

Additionally, BPM Advisors serves as the exclusive 3(38) investment manager for the clients of America’s Best 401k (AB401k), one of the country's fastest growing retirement plan solutions. Tom Zgainer, CEO and Founder of AB401k noted, “Our partnership with BPM Advisors has been a significant factor in our growth. Over one billion in assets under management is no small achievement. And the associated relationship with BPM, among the country’s finest CPA firms, gives us access to additional resources and solutions our clients can utilize.”

Most recently, America’s Best 401k was featured in Tony Robbins’ #1 New York Times Best Seller, “MONEY Master the Game: 7 Simple Steps to Financial Freedom.” The book which is on track to take the lead as the best-selling business/finance book of the decade, discusses the role of 401ks in retirement planning and how America’s Best 401k is redefining the space through its fee checker.

“My staff and I were so impressed that six months after Tom [Zgainer] and his team installed my company’s plan, I decided to partner with America’s Best 401k,” writes Robbins.

About BPM Advisors, Inc.
BPM is one of the nation’s largest accounting, tax and consulting firms, serving emerging and mid-cap businesses, as well as high net worth individuals since 1986. Through its subsidiary, BPM Advisors, Inc., a registered investment advisor (RIA), BPM Advisors provides a range of financial advice to qualified retirement plan sponsors to help implement best practices in plan governance. The team has extensive knowledge of defined contribution and benefit plan to craft a smooth-running plan that serves your employees while mitigating associated risk.