BPAS Adds HSA Sales Specialist

Utica, NY (July 30, 2018) — BPAS, a leading national provider of retirement plan and fund administration; transfer agency; collective investment fund; and other institutional trust services, announced today that Hannie Spitzack has joined the firm as its Health Savings Account (HSA) Sales Specialist.

Hannie will work with BPAS partners to expand its Roadways HSA product across the national market. With single sign on, an open architecture investment platform that mirrors the plan sponsors’ DC plan offerings, combined statements, and integrated online and onsite participant education, the BPAS Roadways HSA serves participant spenders and investors alike. There are no requirements for low-yielding money market or bank deposit balances. Participants can invest first dollar and choose from an array of investments selected by the advisor, and they have debit card access to their account.

“At BPAS, we have leveraged our retirement services platform to provide for HSA online enrollment, contribution rate changes, utilization reports, and targeted messaging making it easy for our plan sponsors to adopt,” said Barry Kublin, BPAS CEO. “With Hannie on board, we’re able to expand our delivery of the industry’s premier HSA offering.”

Hannie comes to BPAS with a strong background in employee benefits, specifically in health insurance. Prior to joining BPAS, Hannie was a Sales Specialist with Providence Health & Services and a Benefits Account Manager with Oak Tree Insurance. She holds a BS from Minnesota State University and is licensed in Health and Life Insurance. She is also certified in Lean Six Sigma.

“After an extensive national search, we are pleased to welcome Hannie to the BPAS team,” added David Ritchie, Senior Vice President of Sales at BPAS VEBA & HRA/HSA Services. “Hannie’s background, expertise, and knowledge of the industry will make her a great asset to our partners and brokers in developing their HSA business.”

About BPAS

BPAS is a national provider of retirement plan and fund administration; transfer agency; collective investment funds; and other institutional trust services. We support 3,800 retirement plans, $77 billion in trust assets, $1 trillion in fund administration, and more than 400,000 participants. With our breadth of services, depth of creative talent, and financial resources, we are well positioned to help our clients solve all their benefit plan challenges without the need to engage multiple providers. One company. One call.

The BPAS family of services includes: Plan Administration & Recordkeeping, TPA, Actuarial & Pension, VEBA & HRA/HSA, Fiduciary, AutoRollovers & MyPlanLoan, Healthcare Consulting, Transfer Agency, Fund Administration, Trust, and Collective Investment Funds.

Specialty practices include: Auto Enrollment Plans; Multiple Employer Plans and Multiple Employer Trusts; Plans with Employer Securities; Puerto Rico Section 1081 plans; VEBA HRA plans; Cash Balance Plans; Collective Investment Funds; and Fund Administration.

BPAS subsidiaries include: Hand Benefits & Trust, NRS Trust Product Administration, Global Trust Company, and BPAS Trust Company of Puerto Rico.

As a solutions-oriented national practice, we are committed to “Solving Tomorrow’s Benefit Challenges Today.” Visit bpas.com for more information. For Advisors or Corporate Trustees seeking additional information, please send an email to [email protected] or call us at 866-401-5272.