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Eric Weissman
Director, Retirement Plan Consulting

Overview

Organizations and plan fiduciaries can reduce the risks of sponsoring retirement plans with our assistance.

BPM Advisors provides retirement plan consulting services to a wide variety of clients, including public and private corporations, not-for-profit organizations and government entities. We work with all types of institutional retirement plans including defined benefit, defined contribution and non-qualified plans.

After decades of working with retirement plans, we know how important it is to have a personal relationship with each and every firm that we work with to help them optimize plan performance and participant outcomes. It is our people at BPM Advisors who stand shoulder-to-shoulder with you as a fiduciary to mitigate risk for your company and it’s professionals. We are proud to be certified by fi360 as Accredited Investment Fiduciary (AIF). Advisors who have earned the Accredited Investment Fiduciary designation are able to immediately show that they are interested in and working towards the best interests of their clients. They have gone through training, met the qualifications, and passed the exam allowing use of the AIF designation.

 

BPM Advisors, Inc. is a registered investment adviser (RIA). Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Consult with a qualified financial advisor and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.

For Plan Sponsors

Privacy policy

Investment advisers are required by law to inform their clients of their policies regarding privacy of client information. We are bound by professional standards of confidentiality that are even more stringent than those required by law.

Federal law gives the customer the right to limit some but not all sharing of personal information. It also requires us to tell you how we collect, share, and protect your personal information.

Types of Nonpublic Personal Information (NPI) we collect

We collect nonpublic personal information about you that is either provided to us by you or obtained by us with your authorization. This can include but is not limited to your Social Security Number, Date of Birth, Banking Information, Financial Account Numbers and/or Balances, Sources of Income, and Credit Card Numbers or Information. When you are no longer our customer, we may continue to share your information only as described in this notice.

Parties to whom we disclose information

All Investment Advisers may need to share personal information to run their everyday business. In the section below, we list the reasons that we may share your personal information:

  • For everyday business purposes – such as to process your transactions, maintain your account(s), respond to court orders and legal investigations, or report to credit bureaus;
  • For our marketing – to offer our products and services to you;
  • For joint marketing with other financial companies;
  • For our affiliates’ everyday business purposes – information about your transactions and experiences and information about your creditworthiness; or
  • For affiliates and non-affiliates to market to you.

If you are a new customer we may begin sharing your information on the day you sign our agreement. When you are no longer our customer, we may continue to share your information as described in this notice. However, you can contact us at any time to limit our sharing.

Protecting the confidentiality of current and former client’s information

To protect your personal information from unauthorized access and use, we use security measures that comply with federal law, including computer safeguards and secured files and building.

Federal law gives you the right to limit sharing – opting out

Federal law allows you the right to limit the sharing of your NPI by “opting-out” of the following: sharing for non-affiliates’ everyday business purposes – information about your creditworthiness; or sharing with affiliates or non-affiliates who use your information to market to you. State laws and individual companies may give you additional rights to limit sharing. Please notify us immediately if you choose to opt out of these types of sharing.

DEFINITIONS: Affiliates – companies related by common ownership or control. They can be financial and non-financial companies; Non-affiliates – companies not related by common ownership or control. They can be financial and non-financial companies; Joint marketing – a formal agreement between non-affiliated financial companies that together market financial products or services to you.

National Resource Publications

 

Please call if you have any questions. Your privacy, our professional ethics, and the ability to provide you with quality financial services are very important to us.

Why BPM?

Commitment to Care 

We care about you and your employees. We believe that all employees deserve to work with a firm that understands their situation, and will stop at nothing to make sure the correct choices are made along their way to retirement.  Your 401(k) plan is a savings and recruitment tool that you should feel proud of. You can feel secure in the fact that an expert has your back.

Fiduciary Support

The Employee Retirement Income Security Act of 1974 (“ERISA”), requires that plan fiduciaries be held to the standard of a “prudent expert,” unless they hire a professional “with knowledge of such matters.” We are the professional firm you can count on.

Unparalleled Resources

When you take a look at the breadth and depth of our resources, you will find a team of institutionally focused professionals with a myriad of internal resources at our disposal.  

Our mission is to run your retirement plans so that you can focus on running your business.  We are well prepared to meet the needs of your company, as well as the needs of the growing number of retirees facing retirement shortfalls, and plan participants needing individualized guidance to help them prepare financially for retirement.  

Contact

Eric Weissman
Director, Retirement Plan Consulting