Our financial advisors work with recordkeepers across all market segments and support plans of all sizes and complexities - that's why it is an especially great feeling to know that advisors rated #BPAS in the Top 5 Recordkeepers for the following key service categories! Read more about this exciting distinction on the BPAS Blog: https://buff.ly/3Ldi871 #Retirement #RetirementPlanning #RetirementPlanner #FinancialAdvisor #FinancialPlanner
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BPAS employees Melissa Varvarezis, Mimi Nuskey, Nancy Bendon, Tom Sutton, Julian Winston, and Joe McCabe participated in the Holy Redeemer Health System Breast Cancer Awareness Walk on October 5th. They walked in honor of Tom Sutton’s late wife, Jeanne, who lost her battle with breast cancer last year 🩷
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BPAS and Community Bank, N.A. representatives attended the 2024 VermontBiz2Biz EXPO - the largest trade show in New England - and were a proud Gold Sponsor. The event allows businesses to meet, listen, learn, and celebrate with over 125 exhibitors! https://buff.ly/404tkuX Christopher Noyes, CRPS® Dimitri Tsihlis, AIF® CPFA®
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Breaking Financial News‼️ The Social Security Administration released its cost of living adjustment (COLA) for 2025, an increase of 2.5%. While this number is essential for those receiving benefits, it can be helpful to you regardless of your benefit status. Read on for more details: https://buff.ly/40mA87x
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Health Savings Accounts (HSAs) are essential for managing your healthcare expenses, yet many people don’t fully understand their benefits. Join the BPAS Education team to unlock the potential of your HSA! We’ll cover the basics: what an HSA is, who can use it, how to utilize it effectively, and simple investing tips. Empower yourself with the knowledge you need for better financial health! 💡💵 Register @ https://buff.ly/47WG9cF
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Employee Spotlight ✨ We are excited to welcome Monika Hubbard, CEBS, AIF. as the newest Regional Sales Director for the Southeast Region at BPAS. Based in Louisville, KY, Monika brings over 25 years of experience in leading sales strategies and building strong client relationships. She will play a key role in driving the growth of our Workplace Retirement Plan division. Welcome to the #BPAS team, Monika!
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Via Community Bank, N.A.: With technology advancing, scammers always find new ways to infiltrate our lives. Just when we think we've outsmarted them, they adapt. Now, they're using Artificial Intelligence (AI) in their schemes. No matter how scams evolve, the goal is still the same: tricking you into sharing your personal info so they can access bank accounts. *BPAS is a wholly-owned subsidiary of Community Financial System, Inc. (CBSI, NYSE: CBU).
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Cacti don’t just survive, they thrive in tough conditions, just like a retirement plan should. We provide the expertise and strategies to ensure your business grows steadily over time 🌵 Get the support you need for your retirement plan practice to thrive, no matter the climate. Stop by booth H1 at the Wealth@wor(k) conference and meet the #BPAS team - plus, enter to win a pair of JBL True Wireless Earbuds!
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BPAS, a leading national provider of retirement plans, benefit plans, fund administration, and institutional trust services, earned top five accolades in a total of six categories across two market segments ⭐ ⭐ ⭐ ⭐ ⭐ BPAS, un proveedor nacional líder de planes de jubilación, planes de beneficios, administración de fondos y servicios fiduciarios institucionales, obtuvo los cinco primeros galardones en un total de seis categorías en dos segmentos de mercado.
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National Sales Manager | BPAS | Community Financial Systems, Inc. | Global Trust Company (GTC)
1yWe are thrilled to announce that BPAS has once again secured top spots among the National Association of Plan Advisors (NAPA) Advisors’ Choice Awards, further solidifying our position as a leading national provider of Workplace Retirement Plans. We are committed to continuing to provide unparalleled service excellence and support to our clients. Thank you for your trust and partnership. Together, we are redefining excellence in the retirement plans industry.