One Company. One Call.

BPAS is a national provider of retirement plans, benefit plans, fund administration, and institutional trust services. We make it our mission to simplify the complicated by delivering benefit-plan services that solve client challenges with the convenience of one company, one call. We support 5,800 plans, $110 billion in trust assets, $1.3 trillion in fund administration, and more than 810,000 participants in partnership with advisors, trustees, and financial professionals across the nation.

BPAS is a wholly-owned subsidiary of Community Financial System, Inc. (CBSI, NYSE: CBU).

BPAS Family of Services

Workplace Retirement Plans | Actuarial & Pension | Health Benefits  Consulting | IRA | VEBA HRA | Health & Welfare Plans | Fiduciary | Collective Investment Funds | Fund Administration | Institutional Trust

SPECIALTY Retirement Plan Administration Practices

Auto Enrollment Plans  |  Multiple Employer Trusts/Plans  (MET/MEP) |  Plans with Employer Securities  |  Puerto Rico Section 1081 Plans  |  VEBA / HRA Plans |  Cash Balance Plans | Collective Investment Trusts | Fund Administration

BPAS Subsidiaries

Hand Benefits & Trust | NRS Trust Product Administration | Global Trust Company | BPAS Trust Company of Puerto Rico

SOLVING Tomorrow’s Benefit Challenges TODAY
CORPORATE Memberships & Affiliations

Alliance Benefit Group (ABG) Consortium of Retirement Plan Administrators
American Academy of Actuaries
American Bankers Association (ABA)
American Society of Pension Professionals & Actuaries (ASPPA), and its three sister organizations (ACOPA, NTSA, and NAPA) which comprise the American Retirement Association
Coalition of Collective Investment Trusts
Defined Contribution Institutional Investment Association (DCIIA)
Employers Council on Flexible Compensation (ECFC)
International Foundation of Employee Benefit Plans (IFEBP)
Investment Management Consultants Association (IMCA)
National Institute of Pension Administrators (NIPA)
Society of Actuaries
Society of Professional Asset Managers and Recordkeepers (SPARK)