BPA-Harbridge (BPA) has been providing Qualified Retirement Plan services since 1973, offering daily valuation services since 1997. We pride ourselves in our technical expertise on compliance matters and our technological expertise in transaction processing and reporting.
As a subsidiary of Community Bank, N.A. we are in a unique position to provide a cost effective IRA Solution for your Safe Harbor EGTRRA Rollover needs. Using our Recordkeeping system as a Trust Reporting system we can offer Custodial IRA Accounts, administered at an Omnibus level.
Not only can we administer these IRA accounts efficiently, we offer them at a competitive cost, coupled with superior yielding investments.
BPA currently services clients all across the country, including the Commonwealth of Puerto Rico.
|
 |
| CONTACT US |
AutoRollovers
6 Rhoads Drive - Suite 7
Utica, NY 13502-6374
Phone: 315-292-6900
Fax: 315-735-0418
autorollovers@bpas.com |
 |
|