BPAS is a national provider of retirement plans, benefit plans, fund administration, and collective investment trusts. We support 4,500 retirement plans, $110 billion in trust assets, $1.3 trillion in fund administration, and more than 620,000 participants. We make it our mission to simplify the complicated by delivering benefit-plan services that solve client challenges without the need to engage multiple providers. One company. One call. 
 
BPAS family of services includes: Workplace Retirement Plans | Actuarial & Pension | Healthcare Consulting | IRA | VEBA HRA | Health & Welfare Plans | Fiduciary | Collective Investment Funds | Fund Administration | Institutional Trust
 
BPAS subsidiaries include: Hand Benefits & Trust, BPAS Trust Company of Puerto Rico, NRS Trust Product Administration, and Global Trust Company.
 
Specialty retirement plan administration practices include auto enrollment plans, multiple employer plans, plans with employer securities, PR 1081 plans, VEBA HRA plans, cash balance plans, collective investment trusts, and fund administration.
 
As a solutions-oriented national practice, we are committed to Solving Tomorrow’s Benefit Challenges Today.

Banking

Insurance

Retirement

Investment Management

BPAS

Paul Neveu

Renee House Qpa Cfc

Elizabeth Kaido Cpfa

Rick Schultz

Susie Playman

James Goodwin

The Leadership Team at BPAS is responsible for steering the company toward its strategic goals and ensuring that it remains a leading provider in the retirement and benefit plan industry. This team comprises key executives including the CEO, Chief Marketing Officer, and various Vice Presidents who oversee different operational and marketing segments. Collectively, they set company directives, drive business growth, foster client relationships, and innovate solutions to address the evolving challenges in benefit-plan services.

Leadership Team

Sales and Relationship Management

Marketing and Communications Team

Leadership Team

About

Team members

Other teams at BPAS

Sales and Relationship Management

Marketing and Communications Team