Economies of scale. By combining assets into an association group plan, BPAS and Granite Financial Partners are able to offer low-cost, institutional funds and share classes to employers of all sizes.
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for Employees
Resources & Education
Asore
Member 401(k) Plan
Asore (Asociación de Restaurantes de Puerto Rico) has partnered with Granite Financial Partners to offer members a 401(k) plan. Our 401(k) plan features a wide selection of investments, available at a low-cost to Asore members, and administered by a nationally recognized provider. Our plan is loaded with benefits to help our members attract and retain top talent.
OF SCALE
FIDUCIARY PROTECTION
ADVICE SERVICES
Features & Benefits
Associations, especially those in the restaurant industry, have specialized needs when it comes to retirement plans. ASORE has partnered with industry leaders BPAS and Granite Financial Partners, to offer a state-of-the-art retirement program designed exclusively to meet the needs of ASORE members and employees. BPAS and Granite Financial Partners offer a compelling mix of advantages for ASORE members including:
BPAS Trust Company of Puerto Rico serves as Trustee and Paying Agent providing local relationship management services and plan compliance with local and applicable federal regulations.
Granite Financial Partners serves as the 3(38) ERISA Fiduciary, providing Association members with the highest level of fiduciary protection, including assuming full discretion for establishing and maintaining the plan’s investment menu.
A fresh approach to administration that goes beyond record keeping. We take care of eligibility determination and monitoring, full online enrollment, real-time updating of vesting, and more.
Award-winning service! NAPA Advisors placed BPAS in the Top 5 Recordkeepers in 12 out of 13 categories.
Simple processes for loans, distributions, compliance testing, and Form 5500s to free up your HR team.
Consulting focus. We’ll help employers navigate complex issues to make informed plan design decisions.
Secure online services and features, available on a 24/7 basis for employers and participants.
Multi-faceted, participant education program, including a San Juan-based bilingual call center to assist with participant questions.
Competitively priced, with full transparency of fees.
Request for Proposal
If you would like us to compare your current plan with our Asore 401(k) Plan, please call us at the number below.
Or, fill out ASORE Member 401(k) Plan Request Form to get started.
Milford Office
388 Nashua St.
Milford, NH 03055
(603) 554-8551
success@gfpnh.com
Keel Point, LLC
Investment advisory services are offered through Keel Point, LLC, a registered investment adviser. Granite Financial Partners, LLC is not a registered investment advisor and is independent from Keel Point, LLC.