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BPAS to Host 3rd Annual Partner Conference

BPAS, a leading national provider of retirement plan administration services is pleased to announce that it will host its 3rd annual Partner Conference.

Mar 09, 2016

Utica, NY—March 8, 2016. BPAS, a leading national provider of retirement plan administration services is pleased to announce that it will host its third annual Partner Conference June 6, 7, and 8, 2016 at the Hilton at Penn’s Landing in Philadelphia, PA. The event is expected to draw record attendance by financial partners from across the nation.

Confirmed keynote speakers include industry leaders Ralph Acampora of Altaira Wealth Management, Brad Campbell of Drinker Biddle & Reath, Eric Karpinski of Goldman Sachs Asset Management, Author Mark Singer, Ken Haman of the AB Institute, and Steve Saxon of Groom Law Firm along with BPAS CEO Barry Kublin and President of BPAS Plan Administration & Recordkeeping Services, Paul Neveu.

“This year, we’re welcoming more than 150 financial partners to Philadelphia for an unparalleled, interactive, peer-packed learning experience,” said Paul Neveu. “With a focus on change, challenge, and opportunity, we’ve lined up a dynamic, interactive agenda to cover a wide range of topics tailored to help our financial partners grow their retirement plan business.”

With a goal of learning and networking, the conference agenda is packed with critical information designed to provide partners with tools for planning, adaptability to market changes, education and participation, and regulatory guidance through a number of keynote addresses and more intimate breakout sessions. Some major focus areas this year will be the final DOL fiduciary regulations, and what they mean for all types of financial intermediaries in how they run their business, as well as the powerful new opportunity to couple HSA accounts with traditional 401(k), 403(b) and 457 programs to deliver maximum wealth accumulation for participants.

“We are committed to providing our partners with a superior conference over the three days in Philadelphia,” added Barry Kublin. “It’s not only our opportunity to thank our partners for choosing BPAS as their administrator of choice, it’s our chance to provide them with valuable tools and information to help grow and increase the profitability of their business.”

The Partner Conference is sponsored by BPAS business partners including Gold Sponsors: American Funds, Principal Funds, Oppenheimer, Prudential Jennison, and T. Rowe Price as well as a number of Silver and Bronze sponsor companies. For a full list of sponsors and conference details, visit partnerconference.bpas.com.

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

The BPAS family of services includes: Plan Administration & Recordkeeping Services, Actuarial and Pension Services, TPA Services, Fiduciary Services, Healthcare Consulting Services, VEBA & HRA/HSA Services, 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, BPAS is 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. Visit bpas.com for more information.