Targeted Partnership BPP positions itself as a trusted extension of financial advisors’ business development efforts, offering tools and support from quote to close. Sales teams can leverage this alliance to pursue retirement plan opportunities early in the prospecting process, increasing win rates.

Retirement Expertise As a TPA with deep retirement plan consulting and design capabilities, BPP can win business from advisors who lack in-house retirement expertise. Highlight opportunities to upsell comprehensive plan design and hassle-free administration to small and mid-sized business owners.

High Growth With a track record of writing over 150 new plans annually, BPP demonstrates strong execution and market demand. This suggests a healthy pipeline potential for advisers seeking to expand their retirement plan practice and cross-sell related services.

Broad Stakeholder Access BPP engages a wide network including financial advisors, business owners, recordkeepers, DCIOs, payroll vendors, and CPAs. Develop multi-channel outreach that targets these stakeholders to expand contact points and identify cross-referral opportunities.

Financial Scale Revenue in the range of $50M–$100M and a mid-sized employee base indicate solid operational capacity. Position BPP as a scalable partner for mid-market plans and larger advisory firms seeking reliable administration and plan optimization.