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BPAS Partners with the SS&C Automatic Rollover Program to Enhance Retirement Plan Servicing

Retrieved on:

Monday, December 18, 2023

IRA, BPAS, ARP, Retirement, SS&C Technologies, SS&C

SYRACUSE, N.Y., Dec. 18, 2023 /PRNewswire/ -- BPAS, a leading provider of retirement and benefits administration services, is pleased to announce its AutoRollovers service has joined with SS&C Technologies' Automatic Rollover Program (ARP).

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SYRACUSE, N.Y., Dec. 18, 2023 /PRNewswire/ -- BPAS, a leading provider of retirement and benefits administration services, is pleased to announce its AutoRollovers service has joined with SS&C Technologies' Automatic Rollover Program (ARP).
SS&C's pioneering platform is designed to revolutionize the servicing needs of Third-Party Administrators (TPAs), recordkeepers, advisory firms, and plan sponsors.
BPAS AutoRollovers provides a hassle-free IRA solution designed for terminated participants facing mandatory distributions from their retirement accounts.
The collaboration between BPAS AutoRollovers and SS&C's ARP aims to simplify and streamline the administration of mandatory rollovers at the plan level, providing an efficient and user-friendly solution.

Lincoln Financial Group introduces comprehensive health savings solutions for plan sponsors

Retrieved on:

Thursday, October 19, 2023

Lincoln Financial Group (NYSE:LNC) announced today the launch of an expanded suite of health savings solutions designed to empower retirement plan sponsors with a holistic approach to employee financial wellness.

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Lincoln Financial Group (NYSE:LNC) announced today the launch of an expanded suite of health savings solutions designed to empower retirement plan sponsors with a holistic approach to employee financial wellness.
The comprehensive offering now includes a fully integrated Health Savings Account (HSA) that serves as a tax-efficient tool to manage qualified medical expenses, achieve savings and pursue retirement readiness.
By offering HSAs as part of their benefits package, plan sponsors can empower their employees to take control of their financial future, effectively managing healthcare expenses today while building a robust retirement savings nest egg,” said Ralph Ferraro, senior vice president, Retirement Plan Services, Lincoln Financial Group.
The company continues to expand its financial wellness program through its proprietary financial wellness tool, Lincoln WellnessPATH®, and Lincoln’s Financial Wellness Marketplace.

BPAS Earns Top Spots in 2023 NAPA Advisors' Choice Awards

Retrieved on:

Monday, September 11, 2023

Adviser, Human resources, DB, Retirement, Senior, Environment, Investment, BPAS, Trustee, Culture, Financial adviser, Construction

BPAS also received top honors in the 2022 NAPA Advisor Choice Awards.

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BPAS also received top honors in the 2022 NAPA Advisor Choice Awards.
"We couldn't be more excited by and grateful for these results," said Paul Neveu, BPAS CEO.
That approach seems to be resonating today, as so many firms have been disrupted by turnover following acquisitions.
In fact, BPAS clients save 45% more time with BPAS than with previous administrators using recordkeeping.

A Prominent Syracuse Actuarial Company Celebrates 20 Years

Retrieved on:

Wednesday, August 16, 2023

Well, Senior, APS, PwC, Culture, A.I, History, Computer, Wind, Organization, Retirement, PWC, Sarbanes, Cooper, Community Bank, Spouse, Growth, Upstate, Sarbanes–Oxley Act, BPAS, Canning, Cryptocurrency, Spina

SYRACUSE, N.Y., Aug. 16, 2023 /PRNewswire/ -- BPAS Actuarial and Pension Services (APS) is celebrating its 20th anniversary this month.

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SYRACUSE, N.Y., Aug. 16, 2023 /PRNewswire/ -- BPAS Actuarial and Pension Services (APS) is celebrating its 20th anniversary this month.
BPAS APS provides actuarial, consulting, and plan administration services to corporations, not-for-profit organizations, small-business owners, and professional services groups across the nation.
A spin-off of the former PriceWaterhouseCoopers (PwC) Global Human Resources Solutions division in Syracuse, BPAS APS today is named as one of the top 20 retirement plan actuarial practices in the U.S.
The two met fifteen years before PwC became APS when Spina was working with Community Bank (the parent company of BPAS).

BPAS Marks a 50th Anniversary Worth Celebrating!

Retrieved on:

Tuesday, May 23, 2023

Jerry Mayer, now 84, started BPAS from his home in Utica when retirement plans were administered on paper.

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Jerry Mayer, now 84, started BPAS from his home in Utica when retirement plans were administered on paper.
In 1996, BPAS was acquired by Community Bank System, Inc. Barry Kublin sourced the transaction with CBSI.
Kublin then led the company through tremendous growth during his tenure as BPAS CEO until he retired and moved to an outside advisory capacity in 2021.
But, they are what have made BPAS quietly grow for five decades to the organization it is today.

Bridge Clinic opens new clinic for IVF services in Central London

Retrieved on:

Tuesday, May 16, 2023

LONDON, May 16, 2023 /PRNewswire/ -- A new affordable, accessible Fertility clinic in central London aims to improve and innovate the patient experience. Bridge Clinic London offers a fully comprehensive range of the leading fertility services, with an approach centred on compassionate care for all patients at an affordable price. Its whole-clinic multidisciplinary approach to patient care ensures seamless communication, comprehensive medical review and, crucially, ensures patients feel heard and understood.

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Bridge Clinic London offers a fully comprehensive range of the leading fertility services, with an approach centred on compassionate care for all patients at an affordable price.
Marta Jansa Perez, Director of Embryology, at Bridge Clinic London said: "At Bridge Clinic London we understand that fertility treatment can be a stressful and emotional experience.
The Bridge Clinic London team has a vast amount of experience in this sector and we pride ourselves on this."
Conveniently located in the heart of central London, between King's Cross and Euston stations, the clinic is intentionally accessible.

Bridge Clinic opens new clinic for IVF services in Central London

Retrieved on:

Tuesday, May 16, 2023

LONDON, May 16, 2023 /PRNewswire/ -- A new affordable, accessible Fertility clinic in central London aims to improve and innovate the patient experience. Bridge Clinic London offers a fully comprehensive range of the leading fertility services, with an approach centred on compassionate care for all patients at an affordable price. Its whole-clinic multidisciplinary approach to patient care ensures seamless communication, comprehensive medical review and, crucially, ensures patients feel heard and understood.

Key Points:

Bridge Clinic London offers a fully comprehensive range of the leading fertility services, with an approach centred on compassionate care for all patients at an affordable price.
Marta Jansa Perez, Director of Embryology, at Bridge Clinic London said: "At Bridge Clinic London we understand that fertility treatment can be a stressful and emotional experience.
James Barr, Managing Director, at Bridge Clinic London said: "Not only have we invested in our technology but also our team.
The Bridge Clinic London team has a vast amount of experience in this sector and we pride ourselves on this."

Lincoln Financial and BPAS announce partnership to deliver integrated Defined Benefit plan administration

Retrieved on:

Monday, February 13, 2023

LNC, Lincoln, NYSE, Pension, DB, Lincoln National Corporation, BPAS, Partnership, Communications satellite

RADNOR, Pa., Feb. 13, 2023 /PRNewswire/ -- Lincoln Financial Group (NYSE: LNC) and BPAS today announced a strategic partnership to deliver an integrated defined benefit (DB) plan solution, PensionEase, to its defined contribution (DC) clients who also sponsor a DB plan. Through this partnership, BPAS will provide Lincoln Financial clients with full DB administration, including recordkeeping, a customized web portal and participant-direct services, creating a more seamless customer experience for plan sponsors and their participants who have both DB and DC plans.

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RADNOR, Pa., Feb. 13, 2023 /PRNewswire/ -- Lincoln Financial Group (NYSE: LNC) and BPAS today announced a strategic partnership to deliver an integrated defined benefit (DB) plan solution, PensionEase, to its defined contribution (DC) clients who also sponsor a DB plan.
Through this partnership, BPAS will provide Lincoln Financial clients with full DB administration, including recordkeeping, a customized web portal and participant-direct services, creating a more seamless customer experience for plan sponsors and their participants who have both DB and DC plans.
It will deliver fully integrated DC and DB services to more than 45,000 participants in plans currently served by Lincoln Financial.
"We are honored to be selected by Lincoln as the partner to offer our benefit administration solution, PensionEase, to their plan sponsors with Defined Benefit plans," said Paul Neveu, BPAS CEO.

BPAS Promotes Jason Disco to Lead Defined Benefit Sales and Service

Retrieved on:

Monday, January 30, 2023

Community Bank, N.A., DC, National Pension Service, Knowledge, APS, Partnership, Disco, DBO, Lincoln, Retirement, Lincoln National Corporation, BPAS, DB, Senior, Pension fund, Life insurance, Nightclub

Since joining BPAS in 2015, Jason has secured key partnerships to help expand the BPAS Actuarial & Pension Services footprint across the nation.

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Since joining BPAS in 2015, Jason has secured key partnerships to help expand the BPAS Actuarial & Pension Services footprint across the nation.
In addition to his strong leadership skills and strategic thinking, he brings a keen understanding of integrated Defined Benefit (DB) and Defined Contribution (DC) solutions.
"BPAS brings a unique ability to seamlessly combine DC and DB plans under one roof for plan sponsors," said Disco.
Among his many accomplishments at BPAS, Disco recently stewarded a relationship with key partners at Lincoln Financial Group that led to an exclusive BPAS partnership for their Defined Benefit Outsourcing (DBO) solution.

Halifax Health Selects BPAS for Retirement Plan Services

Retrieved on:

Tuesday, November 1, 2022

"BPAS is honored to service the Halifax suite of defined contribution plans," said Elizabeth Kaido, Senior Vice President of Sales at BPAS.

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"BPAS is honored to service the Halifax suite of defined contribution plans," said Elizabeth Kaido, Senior Vice President of Sales at BPAS.
We're also confident that Halifax Health plan participants will get a lot of value from our new BPAS participant website and robust education and wellness tools."
The BPAS family of services includes Workplace Retirement Plans, Actuarial & Pension, Healthcare Consulting, IRA, VEBA HRA, Health & Welfare Plans, Fiduciary, Collective Investment Funds, Fund Administration, and Institutional Trust.
The BPAS Actuarial & Pension Services division has served as actuary and consultant on the Halifax Health defined benefit (DB) plans for more than 10 years.