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BPAS

  • Financial Planners
6 Rhoads Drive
Suite 7
Utica, NY 13502
(866) 401-5272
(866) 401-5272
(315) 292-6484 (fax)
Hours:
8:00AM - 8:00PM EST Time.
  • About

    BPAS is a national provider of retirement plan administration and related services. We serve more than 4,000 retirement plans and 400,000 participants through partnerships with financial advisors and hold more than $19 billion of assets under custody. With our breadth of services, we are well positioned to help our clients solve their benefit plan challenges without juggling lots of providers to get there.

    Our family of services include: BPAS Plan Administration & Recordkeeping Services, BPAS Actuarial and Pension Services, BPAS TPA Services, BPAS Fiduciary Services, BPAS Healthcare Consulting Services, BPAS VEBA & HRA/HSA Services, BPAS AutoRollovers & MyPlanLoan Services, Hand Benefits & Trust (a BPAS Company), and BPAS Trust Company of Puerto Rico.

    Specialty practices include auto enrollment plans, multiple employer plans, plans with employer securities, PR 1081 plans, VEBA/HRA plans, cash balance plans and collective investment fund administration.

    With ten offices across the nation and 270 retirement plan professionals, we are committed to “Solving Tomorrow’s Benefit Challenges Today.” Look to BPAS for all of your retirement and benefit plan administration needs. One company. One call.

  • Whom to Contact

    • Odaliza Martinez

    Saratoga Springs

    One of America's Great Main Streets

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