Jen Golbeck

BPAS Marks a 50th Anniversary Worth Celebrating!

Retrieved on: 
Tuesday, May 23, 2023
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Jerry Mayer, now 84, started BPAS from his home in Utica when retirement plans were administered on paper.

Key Points: 
  • 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.

Siepe Adds to its Board of Directors with the Appointment of Robert Tomicic and Ann Kono

Retrieved on: 
Friday, February 24, 2023
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DALLAS, Feb. 24, 2023 /PRNewswire/ -- Siepe, a trusted provider of technology, data and analytics, has named Robert Tomicic and Ann Kono to the company's Board of Directors. Tomicic and Kono's arrival will play a significant role in helping Siepe build out its offering while providing guidance on where the Company can extend its services to reach even more market participants.

Key Points: 
  • DALLAS, Feb. 24, 2023 /PRNewswire/ -- Siepe, a trusted provider of technology, data and analytics, has named Robert Tomicic and Ann Kono to the company's Board of Directors.
  • "We're thrilled to welcome Ann and Rob to our board of directors," said Michael Pusateri, CEO and Founder of Siepe.
  • Robert Tomicic has over twenty years of experience in the fixed income, credit, and alternative investment space.
  • In 2005, Tomicic co-founded Virtus Partners LLC, a technology solutions provider for alternative asset managers (acquired by FIS in 2019).

Halifax Health Selects BPAS for Retirement Plan Services

Retrieved on: 
Tuesday, November 1, 2022
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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.

Key Points: 
  • "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.

CALAMOS INVESTMENTS HIRES REGIONAL PRESIDENT OF U.S. BANK JOE WEIDENBACH AS HEAD OF WEALTH MANAGEMENT

Retrieved on: 
Monday, October 3, 2022
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METRO CHICAGO, Ill., Oct. 3, 2022 /PRNewswire/ -- Calamos Investments , a global investment management firm, announced that it has hired private banker Joe Weidenbach, 30-year veteran and Regional President of U.S. Bank Private Wealth Management as Head of Calamos Wealth Management.

Key Points: 
  • METRO CHICAGO, Ill., Oct. 3, 2022 /PRNewswire/ -- Calamos Investments , a global investment management firm, announced that it has hired private banker Joe Weidenbach, 30-year veteran and Regional President of U.S. Bank Private Wealth Management as Head of Calamos Wealth Management.
  • As Regional President and senior executive of U.S. Bank Private Wealth Management, Weidenbach served high-net-worth individuals and families, and was responsible for performance, strategy, and execution of the bank's East region.
  • Joe will guide our team of advisors and build on the success of Calamos Wealth Management going forward.
  • *Calamos Investments LLC, referred to herein as Calamos Investments, is a financial services company offering such services through its subsidiaries: Calamos Advisors LLC, Calamos Wealth Management LLC, Calamos Investments LLP and Calamos Financial Services LLC.

Experience. Strategy. Service. Ryan Sladek Joins Regions Bank’s Institutional Services Division

Retrieved on: 
Thursday, August 25, 2022
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Regions Bank on Thursday announced Ryan Sladek has joined the companys Institutional Services division and will lead a team of strategists to deliver customized investment services for corporations, businesses, nonprofits, municipalities, and more.

Key Points: 
  • Regions Bank on Thursday announced Ryan Sladek has joined the companys Institutional Services division and will lead a team of strategists to deliver customized investment services for corporations, businesses, nonprofits, municipalities, and more.
  • (Photo: Business Wire)
    As Head of Sales, Sladek will report directly to Julz Burgess, Head of Institutional Services and Corporate Trust within Regions Wealth Management division.
  • Regions Institutional Services combines a relationship-driven business model with the strength and resources of a Fortune 500 financial services firm.
  • Regions Institutional Services takes a consultative approach to providing comprehensive solutions to meet the various investment management needs of institutional clients.

BPAS Launches Dynamic Financial Planning Tool for Participants

Retrieved on: 
Tuesday, July 19, 2022
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UTICA, N.Y., July 19, 2022 /PRNewswire/ --BPAS, a leading national provider of retirement plans, benefit plans, fund administration, and collective investment trusts has released version 2.0 of its Roadways Mile Marker financial planning tool for retirement plan participants.

Key Points: 
  • UTICA, N.Y., July 19, 2022 /PRNewswire/ --BPAS, a leading national provider of retirement plans, benefit plans, fund administration, and collective investment trusts has released version 2.0 of its Roadways Mile Marker financial planning tool for retirement plan participants.
  • "We knew we needed a tool that would paint a full picture of participants' overall financial health," said Paul Neveu, BPAS CEO.
  • "Sure, there are financial planning tools a participant can buy for $50 or $100 that are quite powerful," added Neveu.
  • BPAS subsidiaries include: BPAS Trust Company of Puerto Rico, Global Trust Company, Hand Benefits & Trust, and NRS Trust Product Administration.

BPAS Earns Top Spots in NAPA Advisor Choice Awards

Retrieved on: 
Monday, June 6, 2022
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"I think advisors are seeing BPAS as a complete solution that delivers on all fronts," said Vince Spina, President of BPAS Actuarial & Pension Services.

Key Points: 
  • "I think advisors are seeing BPAS as a complete solution that delivers on all fronts," said Vince Spina, President of BPAS Actuarial & Pension Services.
  • Of particular note, BPAS clients report a 45% time saving with BPAS over previous administrators operating in a recordkeeping paradigm.
  • "Flexibility, depth of expertise, and consulting are things we really focus on at BPAS," added Maryann Geary, President of BPAS Plan Administration & Recordkeeping.
  • BPAS subsidiaries include: BPAS Trust Company of Puerto Rico, Global Trust Company, Hand Benefits & Trust, and NRS Trust Product Administration.