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Benefit Plans Administrators Team Biographies Barry S. Kublin Barry S. Kublin is President of Benefit Plans Administrative Services, Inc. (BPAS). He is also President of BPA, the Company’s defined contribution plan administration subsidiary, and a member of the Board of Directors of Hand Benefits & Trust Company. He joined Community Bank System, Inc. (CBSI), parent company to BPAS in 1985 and arranged for the acquisition of BPA by CBSI in 1996. Prior to 1985, Barry held labor relations positions with Smith-Corona, Occidental Petroleum and the U.S. National Labor Relations Board. He is a frequent lecturer to trade groups on retirement plans for the construction industry and 1165(e) plans in Puerto Rico. He holds a B.S. in Industrial Relations from Cornell University and an MBA from Syracuse University, and has served as an adjunct faculty member with LeMoyne College and Cornell. Barry is a past chairman of the Business Leaders Group of the American Society of Pension Actuaries, and serves on numerous professional advisory committees. He is a Director on the Housing Corporation Board of a sorority at Cornell, and has volunteered as a business manager for several youth hockey teams over the years.
William David Hand David has been President of Flex Corp since 1986, and Executive Vice President of BPAS since 2006. He is a graduate of Auburn University with a Bachelor’s Degree in Mechanical Engineering. He is an Enrolled Actuary (EA), a member of the American Society of Pension Actuaries (ASPA), a member of the American Academy of Actuaries (AAA), a Registered Securities Representative, and a Registered General Securities Principal. An active member in his community and a recognized leader in the pension industry. David has served as past Chairman of the ASPA Business Owners Conference and currently serves on the ASPPA Board of Directors for CIKR (Counsel for Independent 401(k) Record keepers). David frequently speaks before professional organizations on such timely topics as “the impact of legislative and regulatory changes in the public and private pension and employee-benefit industry”, and “the impact of technology on the delivery of benefit services”.
Paul M. L. Neveu, CEBS Paul Neveu is Senior Vice President, Sales and Marketing for BPA, a BPAS company. Neveu is responsible for BPA’s efforts to build partnerships with financial intermediaries. This currently includes over 165 firms across the Bank Trust, Registered Investment Advisor, Broker / Dealer and Mutual Fund channels. In addition to managing our sales team, Paul is responsible for the overall marketing efforts of BPA, coordinating with internal staff. Prior to joining BPA in August of 2005, Paul was a Vice President in the Retirement Plan Sales division of Federated Investors, serving as a mutual fund wholesaler. He spent nine years in this environment, covering the North and East regions of the U.S. Before joining Federated in 1996, Paul spent four years as a Consultant for Coopers & Lybrand LLC, working in the Boston office of the firm’s Human Resource Advisory practice. Paul graduated Magna Cum Laude from the University of New Hampshire with a bachelor of science in Business Administration and a second major in Music Performance. He holds the Certified Employee Benefit Specialist (CEBS) designation from the International Foundation of Employee Benefit Plans, and a certificate from the Securities Industry Institute offered at the Wharton School.
Robert A. Malczyk Bob Malczyk joined BPA in 1996, as the Director of Sales . He is a graduate from State University of New York in Albany with a degree in Political Science. Bob also serves as a trust officer for Community Bank, NA (CBNA) an affiliated company.
Linda S. Pritchard Linda S. Pritchard joined Benefit Plans Administrators in 1981, where she has been involved with all aspects of pension administration. Linda holds a Bachelor's degree from the University of Connecticut. She regularly attends Continuing Education seminars to further her knowledge of pension administration and keep abreast of changes in the pension industry. Linda was promoted to Director of Operations when the company was acquired by Community Bank Systems, Inc. in 1996.
Rick Schultz, EA, FSA, MAAA Rick Schultz is Senior Vice President of Benefit Plans Administrators and Harbridge Consulting Group, BPAS companies. He joined BPAS in 2008, when BPAS acquired Alliance Benefit Group – MidAdtlantic and Manchester Advisors. Rick was a founder of Alliance Benefit Group – MidAtlantic. Prior to this time, Rick was the senior actuary in the Philadelphia Office of a major accounting firm. Rick has B.S. in Mathematics from Ursinus College, where he also minored in economics. He is an Enrolled Actuary (EA), a Fellow of the Society of Actuaries (FSA), a Member of the American Academy of Actuaries (MAAA), an Investment Advisor Representative, and a Registered General Securities Principal.
Joseph B. Boyle, MSPA Joe Boyle joined BPAS in 2008 and concentrates on new business development in the Philadelphia market. Joe is an enrolled actuary with more than 25 years experience in design and administration and is a member of the American Society of Pension Actuaries. Joe works primarily with Bank Trust Departments and financial advisors to provide a suitable retirement plan arrangement and service model for their clients. Before joining BPAS, Joe was a partner and Chief Operating Officer of National Retirement Planning, Inc. located in Jamison, PA. He graduated from St. Joseph’s University with a B.S. in Mathematics in 1978. Joe is a member of the Board of Governors at St. Joseph’s Preparatory School in Philadelphia, PA and has coached boy’s AAU and travel basketball for more than 10 years.
Kenneth N. Winter Kenneth N. (Ken) Winter, joined BPA as Senior Programmer in May, 1998. He began his plan administration career at Bankers Trust Company in New York City in June, 1968. He worked on Fortune 500 cases, providing accounting and record keeping services. While at Bankers, Ken developed his programming skills and instituted such time and cost saving programs as laser emitted forms, electronic proxy letters and return processing, check and attached statement printing, and electronic job submission to reduce batch job errors.
Donna M. Merritt, QKA Donna M. Merritt joined BPA as a Pension Administrator in 1988, where she has been involved with all aspects of defined contribution pension administration. Donna holds a Bachelor's degree from the SUNY College of Technology. She regularly attends Continuing Education seminars to further her knowledge of pension administration and keep abreast of changes in the pension industry. Donna was promoted to Manager of the Daily Valuation Processing Department when the company was acquired by Community Bank System, Inc. in 1996.
Sean K. Arnold, QKA Sean K. Arnold, Product Manager is currently responsible for FREEDOM Savings Plans (our automatic enrollment solution) and for IRA services, including the AutoRollovers product line. In addition, Sean provides sales support for the organization. As Product Manager, Sean is responsible for product development, implementation and sales and marketing of assigned product initiatives. In his previous role as Manager of Consulting Services, Sean has handled all aspects of Plan administration on a wide range of Plans including Profit Sharing, 401(k), Money Purchase and Employee Stock Ownership Plans. As Manager, Sean was responsible for coordinating the efforts of the Plan Consultants, as well as, for Plan design, consulting and compliance testing for his own client base. In May, 2001 he was awarded the designation of Qualified 401(k) Administrator (QKA) for his completion of a series of tests designed by the American Society of Pension Actuaries (ASPA), demonstrating his proficiency in Defined Contribution administration. He holds a Bachelor’s degree in Business Administration from the State University of New York Institute of Technology at Utica/Rome. He is a member of the American Society of Pension Actuaries and currently sits on the Tax-Exempt / Government Entities Government Affairs subcommittee. He regularly attends Continuing Education seminars to further his knowledge of retirement plan administration and to keep abreast of changes in the retirement plan industry.
Vicky A. Freeman Vicky A. Freeman is Manager of the Conversion Department. That Unit is responsible for all aspects of new account setup including documentation, programming, reconciliation, census, and fund and data migration.
Wendy L. Wilson, CPC, QKA, QPA Wendy L. Wilson is Manager of Consulting Services at BPAS. In August, 2000 she was awarded the designation of Qualified Pension Administrator (QPA) for her completion of a series of tests designed by the American Society of Pension Actuaries (ASPA), demonstrating her proficiency in Defined Contribution and Defined Benefit pension administration. In May, 2001 she was awarded the designation of Qualified 401(k) Administrator (QKA). In August 2004 she was awarded the designation of Certified Pension Consultant (CPC).
Ronald T. Sierak Ron joined Benefit Plans Administrators as a pension administrator in 1981, where he was involved with all aspects of qualified plan administration including plan design, consulting, compliance testing and 5500 preparation. He became manager of the defined contribution unit in 1986 and held that position until he moved into the sales unit in 2001. In the sales unit he is responsible for bringing in new business by working closely with assigned broker/dealers. He also is used as a major resource for plan document and administration issues.
Sunny J. Duncan, MBA Sunny Duncan joined BPA in 2000 as a New Business Consultant. She has over 25 years experience in the design and administration of retirement Plans. She received both her undergraduate degree and MBA from Syracuse University. Before joining BPA Sunny was Vice President of a west coast M&A firm where she specialized in ESOP feasibility studies and employee communications. She then founded a retirement plan administration company in upstate NY supporting 401(k) and other types of defined contribution plans. Sunny has served on the Board of the National Center for Employee Ownership, served on the ESOP Association Communication Committee, lectured and written numerous articles on retirement plan issues. Sunny specializes in working with Registered Investment Advisors to bring in the BPA open architecture platform with true levelization of fees on a per-participant per-fund basis. Her RIA clients are in tune with the benefits of Automatic Enrollment for medium sized companies, and ability to reduce fund expenses by including CIFs for the most discriminating Plan Sponsors.
Kay McManus, AIF
® Based out of the Houston office, Kay is developing the presence of BPAS in the southern and western region of the country, increasing awareness of the company’s pension consulting and administrative services available to plan sponsors of all sizes through bank and trust company relationships. Kay graduated from Kingwood College in Houston, Texas with honors. Through further studies and passing of exams, she was awarded the Accredited Investment Fiduciary (AIF®) designation. Prior to joining BPAS, Kay had over 14 years experience working with July Business Services, AIM Management Group and FISERV Investors Services, Inc. Additionally, she was a NASD/SEC securities principal and agency supervisor for MML Investors Services, Inc. Kay continues to serve as a principal for Hand Securities, Inc. and holds the Series 7, 24, 65, 6, 26, and 63 licenses.
Maryann K. Geary Maryann joined BPA in July, 2008 when Alliance Benefit Group – MidAtlantic was acquired by BPA. Prior to the acquisition, Maryann was Chief Operating Officer of Alliance Benefit Group – MidAtlantic. She holds a B.A. from LaSalle University and is a Certified Pension Consultant, Qualified Plan Financial Consultant, Qualified Pension Administrator, Qualified 401(k) Administrator and an Enrolled Retirement Plan Agent. Maryann has handled all aspects of Plan administration on a wide range of Plans including Defined Benefit, Profit Sharing, 401(k), Employee Stock Ownership Plan, and Money Purchase Plans. She is a member of the American Society of Pension Actuaries and regularly attends Continuing Education seminars to further her knowledge of pension administration and keep abreast of changes in the pension industry.
Lisa Bennett, QKA Lisa Bennett is the Regional Manager of Consulting of BPAS, Utica. In November 2004 she was awarded the designation of Qualified 401(k) Administrator (QKA) for her completion of a series of tests designed by the American Society of Pension Actuaries (ASPA), demonstrating her proficiency in Defined Contribution pension administration. Lisa has handled all aspects of Plan administration on a wide range of Plans including Prevailing Wage, Profit Sharing, 401(k), and Money Purchase Plans. As a Plan Consultant, Lisa is responsible for Plan design, consulting and compliance testing. She holds a Bachelor’s degree in Accounting from the State University of New York Institute of Technology at Utica/Rome. She is a member of the American Society of Pension Actuaries and regularly attends Continuing Education seminars to further her knowledge of pension administration and keep abreast of changes in the pension industry.
Amy Shaub Amy is a Senior Plan Consultant and the Regional Manager in our Pittsburgh branch office. Amy has handled all aspects of Plan administration on a variety of Plans including Profit Sharing, 401(k) Employee Stock Ownership Plan and Money Purchase Plans. As Regional Manager, Amy is responsible for assisting with coordinating the efforts of the Pittsburgh Plan Consultants as well as Plan design, consulting and compliance testing for her own client base.
Joseph Corona, QKA Joseph (Joe) Corona joined BPA in 2004 as a Plan Consultant, and in one year becoming a Senior Consultant with a specialization in 403(b) and 457/non-qualified Plans. Joe works daily as personal consultant to numerous Plan Sponsors and Advisors regarding operational aspects of plan administration, design, and compliance. As a Senior Consultant, Joe assists clients in a wide variety of qualified and non-qualified plans including 401(k), 403(b), 457(b), 457(f), and Deferred Compensation Plans. He continues to make concise and well-received presentations to prospective client management groups and Plan participants, and is an in-house advisor to BPAS salespeople and customer service reps in his rapidly growing area of expertise. Prior to joining BPA, Joe was a project manager for a national payroll and retirement plan provider, where his key responsibilities included automating the quarterly account statement process as well as establishing operational checks and procedures in regard to Form 5500 and Form 1099-R processing. Additionally, he was the co-Relationship Manager with many vendors and business partners that interacted and provided services to the Retirement Services Team. Joe received his BS in Finance from St John Fisher College in Rochester, NY and attained the Qualified 401(k) Administrator (QKA) designation through American Society of Pension Professionals and Actuaries (ASPPA) in 2002. He is currently preparing for the Enrolled Retirement Plan Agent (ERPA) designation.
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