Texas-based External Wholesaler Joins BPAS

BPAS is excited to announce that Joe Long has joined the team as a Texas-based external wholesaler.

Mar 27, 2018

BPAS is happy to announce that Joe Long has joined the team as a Texas-based external wholesaler.

Long is replacing Kay McManus and will market BPAS retirement plan services in partnership with advisors, corporate trustees, and other financial intermediaries across the South Central United States. The advisors and corporate trustees of this growing region – and Texas in particular – who are focused on qualified plans, are expected to benefit greatly from Long’s expertise and BPAS solutions.

As a Certified Pension Consultant (CPC), Certified Employee Benefit Specialist (CEBS), Qualified Pension Administrator (QPA), Qualified Pension Financial Consultant (QPFC), and an Accredited Investment Fiduciary (AIF) with more than 25 years of experience in sales relationship management, Long has a great deal to offer the BPAS team.

Paul Neveu, president of BPAS Plan Administration & Recordkeeping Services claimed that, “His background, expertise and knowledge of the industry will make him a great asset to our financial partners, helping them build their businesses across all plan types and plan sizes. Continuity and stability of relationships are things we pride ourselves on at BPAS.”

Brian Douglas, who manages BPAS’ external wholesalers, adds, “In the $1,000,000 to $50,000,000 plan space, many employers are still using legacy platforms or solutions that can be improved upon. With our story of true open architecture, HR outsourcing, fee normalization and a vertically integrated model, we think there is a big opportunity to bring better solutions to plan sponsors in this space. We’re looking forward to Joe’s talents in building partnerships and sharing the BPAS story.”