About Us

The BPAS Annual Partner Conference is a national event conducted by BPAS for the benefit of our financial intermediary partners.

This three day conference will cover a wide range of topics that are of great interest to Advisors and Trustees in the retirement plan business – including technical and legislative updates; updates on fiduciary and investment topics; break out sessions covering sales, marketing, participant education, departmental profitability client servicing; panel discussions on emerging issues; updates on website and product enhancements underway at BPAS; and more.

Thanks to a talented team of speakers, presenters and panelists, the BPAS Partner Conference will be an invaluable way for financial intermediaries to gain new insights on the retirement plan business while interacting with peers from across the country.

The conference will deepen partnerships by allowing financial intermediaries to get to know many BPAS team members face to face, while giving BPAS additional perspective on the things our partners need to manage and grow their business.

conference agenda

Monday

June 05

12:00PM - 1:00PM

Registration Opens

Registration Opens

Enter to win a Bose Wireless Speaker

1:00PM - 1:15PM

General Session Welcome

General Session Welcome

Paul Neveu

1:15PM - 2:00PM

Re-engaging with the Plan Participant

Re-engaging with the Plan Participant

Barry Kublin, CEO, BPAS

2:00PM - 2:55PM

Regulatory Updates

Regulatory Updates

Guest Speaker: Steve Saxon, Chair, Groom Law Group

2:55PM - 3:10PM

Break

Break

3:10PM - 4:00PM

Fiduciary Benchmarks

Fiduciary Benchmarks

Guest Speaker: Tom Kmak, Co-founder & CEO, Fiduciary Benchmarks

4:00PM - 4:50PM

Investment Panel Discussion: Active vs. Passive: Their Role in Retirement Plan Menus

Investment Panel Discussion: Active vs. Passive: Their Role in Retirement Plan Menus

Moderator: Greg Woods, VP, BPAS Fiduciary Services and 3 Investment Panelists

4:50PM - 5:00PM

Break

Break

Break

5:00PM - 6:00PM

The Secular Bull Market is Alive and Well

The Secular Bull Market is Alive and Well

Guest Speaker: Ralph Acampora, Director of Technical Analysis Studies, New York Institute of Finance

6:00PM - 7:00PM

Cocktail Reception

Cocktail Reception

7:00PM

Dinner

Dinner

Hosted by BPAS and Sponsors

Tuesday

June 06

8:00AM - 9:00AM

Breakfast

Breakfast

9:00AM

General Sessions

General Sessions

9:00AM - 9:50AM

Financial Wellness--Taking the Participant Experience to New Levels

Financial Wellness--Taking the Participant Experience to New Levels

Amy Glynn, Managing Partner, GRP Advisor Alliance

9:50AM - 11:00AM

Plan Sponsor Panel

Plan Sponsor Panel

Moderator: Paul Neveu, President, BPAS Plan Administration & Recordkeeping Services

11:00AM - 11:15AM

Break

Break

11:15AM - 12:15PM

Exponential Prospecting

Building your brand as an advisor.

Charlie Epstein, The 401K Coach

12:15PM - 1:15PM

Lunch

Lunch

1:15PM - 2:00PM

Beyond Auto Enrollment

Beyond Auto Enrollment

Maryann Geary, CPC, ERPA
Executive Vice President
BPAS Plan Administration & Recordkeeping Services

1:15PM - 2:00PM

Advisor Panel: Building Process
Efficiencies to Get More Time for
Client Servicing

Advisor Panel: Building Process Efficiencies to Get More Time for Client Servicing

Moderator: Jason Disco, Senior Sales Consultant, BPAS Actuarial & Pension Services

1:15PM - 2:00PM

Custom Target Date and
Alternative Asset Strategies

Custom Target Date and Alternative Asset Strategies

David Hand, CEO, Hand Benefits & Trust
Stephen Hand, President, Hand Benefits & Trust

2:15PM - 3:00PM

Panel: Targeted Marketing
Strategies

Panel: Targeted Marketing Strategies

Elizabeth Kaido, Senior Sales Relationship
Manager, BPAS Plan Administration &
Recordkeeping Services

2:15PM - 3:00PM

DB Strategies
Defined Benefit Plan Investment
Advisors…..What Investment
Committees Really Want

DB Strategies Defined Benefit Plan Investment Advisors…..What Investment Committees Really Want

Vince Spina, President,
BPAS Actuarial & Pension Services and Tom
Sutton, Senior Employee Benefits Trust
Officer, BPAS Fiduciary Services

2:15PM - 3:00PM

Servicing the Terminated
Participant & Managing
Decumulation

Servicing the Terminated Participant & Managing Decumulation

Sean Arnold, Product Manager,
BPAS AutotRollovers & MyPlanLoan Services

3:15PM - 4:00PM

Panel: Targeted Marketing
Strategies

Panel: Targeted Marketing Strategies

Elizabeth Kaido, Senior Sales Relationship
Manager, BPAS Plan Administration &
Recordkeeping Services

3:15PM - 4:00PM

Marketing Total Retirement Outsourcing
(360 Payroll Integration, 3(16) Fiduciary Status, 3(38) Investment Advice, Daily Plan Administration)
We’ll take the plans off of your hands

Marketing Total Retirement Outsourcing (360 Payroll Integration, 3(16) Fiduciary Status, 3(38) Investment Advice, Daily Plan Administration) We’ll take the plans off of your hands

Joe Boyle, External Wholesaler,
BPAS Plan Administration & Recordkeeping
Services and Krystal Kirlis-Brochu,
Sales Relationship Manager, BPAS Plan
Administration & Recordkeeping Services

3:15PM - 4:00PM

Navigating the BPAS Advisor
Web and Preview of Coming
Enhancements

Navigating the BPAS Advisor Web and Preview of Coming Enhancements

Brian Nicholson, Senior Sales Relationship
Manager, BPAS Plan Administration &
Recordkeeping Services

4:15PM - 5:00PM

Panel: Conducting Annual Plan
Review Meetings

Panel: Conducting Annual Plan Review Meetings

Tom Sutton, Senior Employee Benefits
Trust Officer, BPAS Fiduciary Services

4:15PM - 5:00PM

HSAs: The Tandem Solution to DC
Plans

HSAs: The Tandem Solution to DC Plans

David Ritchie, VP, Sales, BPAS VEBA & HRA/
HSA Services

4:15PM - 5:00PM

Competing Against State-Run Plans

Competing Against State-Run Plans

Brian Douglas, External Wholesaler,
BPAS Plan Administration
& Recordkeeping Services

5:00PM

Reception Followed by Dinners Hosted by our Fund Family Partners

Reception Followed by Dinners Hosted by our Fund Family Partners

Reception Followed by Dinners Hosted by our Fund Family Partners

Wednesday

June 07

8:00AM - 9:00AM

Breakfast

Breakfast

9:00AM - 10:00AM

Interpersonal Relations During the Sales Process. “To relate or not to relate? That is the question”

Interpersonal Relations During the Sales Process. “To relate or not to relate? That is the question”

Charlie Epstein, The 401K Coach

10:15AM - 11:15AM

Panel: Conducting Annual Plan Review Meetings

Tom Sutton, Senior Employee Benefits Trust Officer, BPAS Fiduciary Services

Panelists: Bruce Larson, VP, Lubbock National Bank; Chris Van Aken, ERISA Plans & Compliance Manager, GMR Associates, Inc.; Chris Augelli, VP/Regional Sales Consultant, T. Rowe Price Investments

10:15AM - 11:15AM

Advisor Panel: Building Process
Efficiencies to Get More Time for
Client Servicing

Advisor Panel: Building Process Efficiencies to Get More Time for Client Servicing

Moderator: Jason Disco, Senior Sales Consultant, BPAS Actuarial & Pension Services

10:15AM - 11:00AM

Navigating the BPAS Advisor
Web and Preview of Coming
Enhancements

Navigating the BPAS Advisor Web and Preview of Coming Enhancements

Brian Nicholson, Senior Sales Relationship
Manager, BPAS Plan Administration &
Recordkeeping Services

11:00AM - 11:15AM

Break

Break

11:15AM - 12:15PM

Retirement Sales Strategies: An Interaction Session

During this session, Liz Kaido and Paul Neveu will reflect on the insights BPAS has gained after years "in the trenches" going on retirement plan sales calls with Advisors and Corporate Trustees. We'll talk about strategies for retirement plan sales from the discovery meeting through the final presentation, how to unearth the pain points, common obstacles to winning business, ways to reframe the discussion, and other topics helpful to retirement sales professionals. Audience questions, comments and interaction are encouraged in this session.

Paul Neveu, President, BPAS Plan Administration & Recordkeeping Services
Elizabeth Kaido, Manager, Sales Relationship Team, BPAS Plan Administration & Recordkeeping Services

12:15PM

Closing Remarks

Closing Remarks

Paul Neveu, CEBS, President, BPAS Plan Administration & Recordkeeping Services

12:30PM

Conference Ends

Conference Ends

Sponsors

Gold

Silver

Bronze

Speakers

Ralph Acampora, CMT
Ralph Acampora has been a pioneer of technical analysis for more than 40 years. Before joining NYIF, he was Director of Technical Research at Knight Equity Markets. He also spent 15 years at Prudential Equity Groups as Director of Technical Analysis. Prior to his employment at Prudential, Ralph worked at several of the industry’s top firms, including Kidder, Peabody & Co. and Smith Barney. He co-founded the Market Technicians Association (MTA) in 1970 and continues to be an active member of the society. He founded and was the first chairman of the International Federation of Technical Analysts (IFTA).

Ralph continues to participate in the education of technical analysts, serving as teacher and lecturer for the New York Institute of Finance (NYIF) for the past 37 years and the Securities Industry and Financial Market Association’s (SIFMA) Annual Securities Industry Institute (SII). He is a trustee on the Board of the SII and involved in the establishment of the Securities Traders Association University (STAU).

Ralph is one of Wall Street’s most respected technical analysts and has been consistently ranked by Institutional Investor. He is regularly consulted by the major business news networks as well as national financial publications. He is a Chartered Market Technician (CMT), a designation he helped create which is now recognized by the Financial Industry Regulatory Authority as the equivalent of a Chartered Financial Analyst (CFA).
Ralph Acampora, CMT
Senior Managing Director
Altaira Wealth Management
Sean Arnold, QKA, CISP
Sean Arnold handles product development, implementation, and sales and marketing of BPAS AutoRollovers & MyPlanLoan services.

Sean holds the Certified IRA Services Professional (CISP) designation from the Institute of Certified Bankers and a Qualified 401(k) Administrator (QKA) from the American Society of Pension Actuaries (ASPA). He graduated cum laude with a Bachelor of Science degree in Business Administration from State University of New York Institute of Technology at Utica. Sean is an active member of the American Society of Pension Actuaries, where he previously served on the Tax-Exempt and Government Entities Government Affairs subcommittee.
Sean Arnold, QKA, CISP
Product Manager
BPAS AutoRollovers & MyPlanLoan Services
Joe Boyle, MSPA
Joe Boyle is an enrolled actuary with more than 25 years of experience in plan design and administration. He works with Bank Trust departments and Registered Investment Advisors to help build their retirement plan business, including comprehensive support through prospecting, sales presentations, plan design consulting, analyzing plan features and fees, and implementation.

Prior to joining BPAS in 2008, Joe was an enrolled actuary with Alliance Benefit Group – Mid Atlantic which BPAS acquired. Earlier in his career, he was a partner and Chief Operating Officer of National Retirement Planning, Inc., located in Jamison, PA. Joe is currently serving as a Board Member for ASPPA Benefits Council of Greater Philadelphia.

Joe holds a Bachelor of Science degree in Mathematics from St. Joseph’s University and is a member of the American Society of Pension Actuaries.
Joe Boyle, MSPA
External Wholesaler
BPAS Plan Administration & Recordkeeping Services
Brian Douglas, AIF®, APA, PPC
Brian Douglas has spent the past 20 years consulting on Defined Contribution, Cash Balance, Defined Benefit and non-qualified retirement plans. Brian works closely with financial advisors on building successful and profitable retirement plan practices and consults in the areas of fiduciary services, plan design, investment analysis and more.

Prior to joining BPAS, Brian was a Retirement Sales Consultant at Commonwealth Financial Network, a Regional Pension Consultant with Retirement Alliance, Inc. and held various service roles with Putnam Investments.

Brian has a Bachelor of Science degree in Marketing from Plymouth State University. He also holds the Accredited Investment Fiduciary®, Professional Plan Consultant and Accredited Pension Administrator designations, and several FINRA registrations.
Brian Douglas, AIF®, APA, PPC
External Wholesaler
BPAS Plan Administration & Recordkeeping Services
Charlie Epstein, CLU, ChFC, AIF®
Charlie, known nationally as The 401k Coach, has over 35 years of professional experience in the financial services industry. As the principal of Epstein Financial Group, LLC and Epstein Financial Services, a Registered Investment Advisory firm, he continually provides corporate retirement plan consulting, as well as wealth management and comprehensive financial planning services to business owners, professionals and individual plan participants.

In 2002, Charlie established The 401k Coach® Program, providing influential coaching to other financial professionals on skills, systems and processes necessary to excel in the 401(k) industry. Charlie’s experiences, multi-dimensional business practices and considerable knowledge provide him with a unique perspective on the challenges that face the retirement plan industry; from individual financial advisors to the financial institutions manufacturing retirement products, as well as the many challenges facing plan sponsors and plan participants in achieving successful retirement plan outcomes.

Wanting to share all of this intellectual capital, Charlie has become the author of 2 books; Paychecks for Life: How to Turn Your 401(k) into a Paycheck Manufacturing Company and Save America, Save! Charlie is reaching thousands of plan sponsors and plan participants with strategies to achieve those successful retirement plan outcomes.

Charlie has spoken on many main industry conference platforms and company-sponsored events and seminars. Inspired by his acting background, Charlie is an entertaining and influential presenter. He serves as a great source of knowledge and expertise, captivating his audience with innovation and motivation.

Charlie’s websites include: www.the401kcoach.com, www.paychecksforlife.org, www.saveamericasave.org, and charlieepstein.org.
Charlie Epstein, CLU, ChFC, AIF®
The 401k Coach
Maryann Geary, CPC, ERPA
Maryann Geary oversees BPAS operations including Plan Consulting, Plan Conversions, Plan Documents and Customer Service. Before joining BPAS through an acquisition in 2008, Maryann was an owner of Alliance Benefit Group Mid-Atlantic, in Huntingdon Valley, Pennsylvania. She served as Chief Operating Officer, overseeing the consulting and operations departments, and provided employee training and technical consulting.

Maryann brings a strong understanding of technical requirements combined with a practical approach to plan administration. She holds several designations in the retirement field from the American Society of Pension Professionals and Actuaries, including Certified Pension Consultant, Qualified Pension Administrator, Qualified 401(k) Administrator, Qualified Plan Financial Consultant, and Tax Exempt and Government Plans Consultant. She is also an Enrolled Retirement Plan Agent and is licensed to represent clients before the Internal Revenue Service. She holds a Bachelor of Arts degree in Education from LaSalle University.
Maryann Geary, CPC, ERPA
Executive Vice President
BPAS Plan Administration & Recordkeeping Services
Amy Glynn
Amy leads the development and deployment of best in class worksite solutions and programs for GRP Advisors and GRP Alliance members. Advisor services range from investment analytics and business manag... ement tools, financial wellness and rollover platforms, GRP products including collective trusts, and ongoing access to GRP conferences, programs and training. Amy has played an active role on the in the retirement plan marketplace for over 20 years in corporate, entrepreneurial and volunteer capacities. Prior to joining GRPAA, Inc., Amy served as President of Retirement Services at Calton & Associates, Inc., where she built a cutting edge hybrid ERISA platform. She founded the Pension Resource Institute (PRI), a nationwide firm assisting broker/dealers with outsourced sales and compliance management systems. Other roles have included; building out a hybrid Retirement Services Platform at Commonwealth Financial Network as Director of Retirements; managing Northeast Institutional Sales as VP of Sales at NY Life and helping them shift from a direct to an indirect model; CEO/Founder of the Women’s Executive Network – recognized as “Start Up of the Year”(2000), Women’s Business Journal; and Divisional Director of Retirement Sales at Smith Barney running the number one producing sales territory in the US for 5 consecutive years. A recognized thought leader, Amy has been frequently published, is active on the national speaking circuit and has been nominated for 401kwires top 100 most influential people for six consecutive years, ranking #39 in 2010. She has served on the NAPA 401(k) Summit Steering Committee from 2012-2014 and is currently President-Elect of the Women in Pension Network’s Board of Directors where she chaired the development of the National Mentoring Program from 2012-2014. Presently, Amy is Founding Chair of the American Retirement Association’s Women’s Advisor Council. Amy is a graduate of Colgate University with a B.A. in English and Women’s Studies.
Amy Glynn
Managing Partner
GRP Advisor Alliance
David Hand, MSPA, MAA
William David Hand is a graduate of Auburn University with a Bachelor’s Degree in Mechanical Engineering. He is an Enrolled Actuary (EA), a member of the American Society of Pension Professionals and Actuaries (ASPPA), a member of the American Academy of Actuaries (AAA), a Registered Securities Representative, and a Registered General Securities Principal.

An active member in his community and a recognized leader in the pension industry, David has served as past Chairman of the ASPPA Business Owners Conference and currently serves on the ASPPA Board of Directors for CIKR (Counsel for Independent 401(k) Record keepers). David frequently speaks before professional organizations on such timely topics as “the impact of legislative and regulatory changes in the public and private pension and employee-benefit industry”, and “the impact of technology on the delivery of benefit services”. David was most recently featured in an article and white paper, “The Best Asset Allocation Solution for Retirement Plan Participants: Model Portfolio, Managed Accounts or CIFs?”
David Hand, MSPA, MAA
CEO
Hand Benefits & Trust, a BPAS Company
Stephen Hand, CIMA
Stephen Hand graduated from Texas Tech University, majoring in Finance. He began his career with Hand Benefits & Trust as an account executive, and has broadened his duties today to include trust accounting, investments, marketing, and administrative activities.

In addition to his role as Executive President of Hand Securities Inc., a Registered Securities Representative, and an IMCA – Certified Investment Management Analyst (CIMA), A General and FINOP Securities Principal, Stephen is President of Hand Benefits & Trust Company.
Stephen Hand, CIMA
President
Hand Benefits & Trust, a BPAS Company
Elizabeth (Liz) Kaido, QKA
Liz Kaido works with financial intermediary partners of BPAS to market combined services to plan sponsors while providing comprehensive wholesaler support to manage each partner relationship. Her extensive knowledge of DC plans is instrumental in this role – both in managing partner relationships and helping plan sponsors optimize their plan around the needs of their organization.

Over the past nine years with BPAS, Liz has gained vast experience managing a variety of Defined Contribution plans including combination 401(k) and Cash Balance, ERISA and non-ERISA 403(b), Prevailing Wage and Company Stock Plans. She earned her B.S. in Business Management and graduated summa cum laude from the State University of New York Institute of Technology. She also earned her Qualified 401(k) Administrator (QKA) designation from the American Society of Pension Professionals and Actuaries.
Elizabeth (Liz) Kaido, QKA
Senior Sales Relationship Manager
BPAS Plan Administration & Recordkeeping Services
Krystal Kirlis-Brochu
Krystal Kirlis-Brochu, BPAS Sales Relationship Manager, works with financial intermediary partners to help support and build their retirement plan business. Before joining BPAS in 2015, Krystal served as Relationship Manager for Alerus Retirement Solutions (formerly Retirement Alliance) in Manchester, NH. At Alerus, Krystal was responsible for managing relationships, providing participant education, performing fiduciary services, and engaging in the sales and marketing process.

Krystal’s extensive background also includes serving Large Markets with ADP Retirement Services in Salem, NH. Prior to her employment with ADP, Krystal spent more than 10 years with Fidelity Investments in Merrimack, NH. Throughout her career, Krystal has developed expertise in a variety of plan types. Her experience ranges from serving and consulting with ‘small market’ manufacturing companies to Fortune 500 companies.

Krystal holds an Associate degree in Human Resource Management from Southern New Hampshire University. She is currently completing her Bachelor degree in Business Administration.
Krystal Kirlis-Brochu
Sales Relationship Manager
BPAS Plan Administration & Recordkeeping Services
Avin Kline
Avin Kline is the co-founder and CEO of SUCCESS agency, a digital marketing agency focused on helping financial services companies increase their sales pipeline and close more deals through digital marketing.

A frequent keynote and workshop speaker, Avin provides insight and practical teaching on the topics of digital marketing, entrepreneurship, and developing a remote workforce. He also co-hosted Intentionally Digital, a radio show that aired in South Florida, teaching digital marketing strategies to business owners and marketing managers.

When he’s not in West Palm Beach, FL, Avin is traveling the world with his wife, running their digital marketing agency from multiple continents without skipping a beat.
Avin Kline
President
SUCCESS agency
Tom Kmak
Tom Kmak provides benchmarking of fees and services for Defined Contribution plans through advisors/consultants, recordkeepers and other plan service providers.

Prior to founding FBi in October 2007, Tom was CEO of JP Morgan Retirement Plan Services. He started that business in 1990. When he left 18 years later, it employed 1,100 people and served 200 large plan sponsors with more than 1.5 million participants and $115 billion in assets.

Prior to joining JP Morgan Retirement Plan Services, Tom was an associate with William M. Mercer, Inc. in Kansas City where he was responsible for the overall delivery of defined contribution services to a wide variety of clients. He graduated Phi Beta Kappa with Bachelor of Arts degrees in Economics and Computational Mathematics from DePauw University in Greencastle, Indiana.

Named by Ingram’s magazine as one of Kansas City’s inaugural “Forty under Forty,” Tom is a recognized expert in the retirement services industry, has been a featured speaker at various conferences, and published articles in some of the most well-known periodicals in the industry.
Tom Kmak
Co-founder & CEO
Fiduciary Benchmarks (FBi)
Barry Kublin
Barry Kublin is the Chief Executive Officer of Benefit Plans Administrative Services, Inc. (BPAS), a provider of: DC Plan Administration & Recordkeeping; Actuarial & Pension; Fiduciary; Healthcare Consulting; VEBA & HRA/HSA; Transfer Agency; Fund Administration; and Collective Investment Fund services.

Subsidiaries include Hand Benefits & Trust, BPAS Trust Company of Puerto Rico, Northeast Retirement Services and Global Trust Company.
Barry joined Community Bank System, Inc. (CBSI), parent company to BPAS in 1985. He arranged for the CBSI acquisition of BPAS, the company’s Defined Contribution administration subsidiary in 1996.

Barry holds a Bachelor of Science degree in Industrial Relations from Cornell University and an MBA from Syracuse University. Prior to joining BPAS, he held labor relations positions with Smith Corona, Occidental Petroleum and the U.S. National Labor Relations Board. He has served as an adjunct professor with Cornell University and LeMoyne College and has served on numerous industry related committees. He is a frequent lecturer on practice management and PR 1081 plans, and is consistently listed among the Top 100 Most Influential Professionals in the DC industry.
Barry Kublin
CEO
BPAS
Paul Neveu, CEBS
Paul Neveu is President of BPAS Plan Administration & Recordkeeping Services. He is responsible for all BPAS Defined Contribution and VEBA practices, including sales, marketing and relationship management; daily administration, programming and trust operations; plan consulting, implementation and plan documents; and related services.

Paul came to BPAS August of 2005 from Federated Investors where he was a Vice President in the Retirement Plan Sales division. Paul served nine years as a mutual-fund wholesaler covering the North and East regions of the U.S. Before joining Federated in 1996, he spent four years as a Consultant for Coopers & Lybrand LLC.

A magna cum laude graduate from the University of New Hampshire with a Bachelor of Science degree in Business Administration, Paul also majored in Music Performance. He holds the Certified Employee Benefit Specialist (CEBS) designation from the International Foundation of Employee Benefit Plans, and a certificate from the Securities Industry Institute offered at the Wharton School. He also holds the Series 7, 6 and 63 Designations.
Paul Neveu, CEBS
President
BPAS Plan Administration & Recordkeeping Services
Brian Nicholson
Brian Nicholson works with BPAS financial intermediary partners, helping them build their retirement plan business. While Brian supports all three BPAS sales channels, his experience and background warrant a particular focus on our Bank Trust and Registered Investment Advisors.

Prior to joining BPAS in 2013, Brian spent 14 years as a Senior Relationship Manager and Vice President of First-Citizens Bank & Trust Company located in Raleigh, North Carolina. Brian’s experience working with large, complex plans while serving as a plan fiduciary uniquely positions him to help Banks, Trustees, and Registered Investment Advisors build their retirement business with BPAS. He is also widely regarded for his understanding of fiduciary matters and ERISA.

Brian earned a Bachelor of Science degree in Business Administration with a concentration in Managerial Finance from East Carolina University. He holds a Certified Retirement Services Professional (CRSP) designation and maintains his 6, 63, and 65 securities licenses.
Brian Nicholson
Senior Sales Relationship Manager
BPAS Plan Administration & Recordkeeping Services
David Ritchie
David Ritchie joined BPAS in 2013. He is responsible for sales leadership, product development and the creation of new distribution channels. David engages health care consulting firms and other advisors, Taft Hartley representatives, and public- and private-sector employers to create tax-free solutions to pre- and post-retirement health care expenses.

David is a national expert on VEBA/HRA issues. He brings to BPAS his more than 15 years of industry leadership, covering all aspects of employee benefits. In addition to VEBA/HRA services, David specializes in GASB 45/OPEB mitigation solutions, union negotiation and bargaining, consumer-driven healthcare options, and overall healthcare consulting.
David Ritchie
Vice President, VEBA Sales
BPAS VEBA & HRA/HSA Services
Steve Saxon
At Groom Law Group, where he currently serves as the firm’s Chairman, Stephen M. Saxon works on a wide variety of administrative, litigation, and legislative matters involving tax-exempt organizations and ERISA. He specializes in matters relating to Title I of ERISA, with respect to which he has obtained scores of advisory opinions and exemptions.

Steve also represents tax-exempt clients in IRS audits and appeals procedures, as well as in restructuring non-profit organizations to address unrelated business income tax and other issues. In addition, he has worked on numerous DOL audits of plans and financial institutions that service plans. He heads up the firm’s special practice groups on pension plan investments and on 401(k) plan administrative and investment management matters. Among other things, these groups focus on the ERISA, securities, banking, and tax issues that arise in connection with the offering of products to employee benefit plans.

Steve holds several honors and distinctions, including, among many others, being listed in The Best Lawyers in America, Employee Benefits Law (1999-2016) and in the Washingtonian as one of the Top 20 Influential Persons in the Retirement Services Industry.
Steve Saxon
Chair
Groom Law Group
Vince Spina, ASA, EA, MAA
Vince Spina is a founding officer of BPAS Actuarial & Pension Services and BPAS Healthcare Consulting Services. Prior to starting BPAS Actuarial & Pension Services in 2003, he spent 15 years with PricewaterhouseCoopers LLP (PwC), 10 of which were as partner and Market Leader of PwC’s Global Human Resource Solutions’ Syracuse Office.

Vince is President of the Board for the Empire Housing and Development Corp.; member of the Human Resource and Benefits Committee of the Roman Catholic Diocese of Syracuse, NY; member of the Board of Directors and Investment Committee of the Syracuse Diocesan Investment Fund; Trustee of Le Moyne College; past-Director, past‐Treasurer and Chair of the Investment Committee of the Upstate Medical University Foundation; former Director of the Arc of Onondaga Foundation; and a former Board member of the Syracuse Chapter of the New York Employee Benefits Conference (NYEBC). He has been a lecturer for the National Association of Accountants, the NYS Society of Certified Public Accountants, the Syracuse Business Journal, and NYEBC.

Vince is a summa cum laude graduate of Le Moyne College with a Bachelor of Arts degree in Mathematics and minor concentrations in English and Philosophy. He is an Associate of the Society of Actuaries, a Member of the American Academy of Actuaries, and an Enrolled Actuary licensed to perform actuarial services under the Employee Retirement Income Security Act of 1974 (ERISA).
Vince Spina, ASA, EA, MAA
President
BPAS Actuarial & Pension Services, BPAS Healthcare Consulting Services
Tom Sutton
As Senior Trust Officer for BPAS Fiduciary Services, Tom Sutton provides fiduciary oversight to BPAS pension clients with a goal of ERISA compliance. His regular duties include plan due diligence reviews, investment analysis with recommendations and trustee communications.

Tom has nearly 20 years of experience in the Corporate Retirement Plan marketplace. Before joining BPAS in 2013, Tom was the Vice President of Qualified Plans for Univest Bank and Trust Company. Prior to Univest, Tom started his career as a Financial Advisor in 1995 (Tucker Anthony, Inc.) and has focused on Corporate Retirement plans since then. He held several sales and management positions during a 13 plus year stint with ADP Retirement Services before moving to Univest.

Tom currently holds FINRA series 7, 63 and 26 licenses along with AIF (Accredited Investment Fiduciary), ARPC (Accredited Retirement Plan Consultant) and CRPS (Certified Retirement Plan Specialist) designations. Tom has an MBA in Finance from LaSalle University and a BS in Management from Widener University.
Tom Sutton
Senior Employee Benefits Trust Officer
BPAS Fiduciary Services
Greg Woods
Greg Woods has nearly 20 years of experience in investment management and the financial services industry. He joined BPAS in 2011. His responsibilities include investment and performance evaluation, manager due diligence, portfolio and investment management. He is a key member of several internal and national investment committees and helps oversee investments within the firm’s Collective Investment Trusts.

As part of BPAS Fiduciary Services, Greg’s focus is on managing and maintaining all the firm’s 3(38) discretionary investments and models as well as the investments and allocations within their Defined Benefit and Cash Balance products. He also provides an array of fiduciary and investment services to assist financial intermediaries and plan sponsors. These services include creating Investment Policy Statements, monitoring the performance of funds versus the IPS, making fund recommendations (additions, deletions and replacements), and a range of other fiduciary services to assist BPAS clients.

Prior to joining BPAS, Greg was the Vice President, Portfolio Manager and Chief Compliance Officer for Lightstone Capital Advisers, where he managed multiple retail and institutional investment products.
Greg Woods
Vice President, Investments
BPAS Fiduciary Services
  • Ralph Acampora, CMT
    Senior Managing Director
    Altaira Wealth Management
    Ralph Acampora, CMT
    Ralph Acampora has been a pioneer of technical analysis for more than 40 years. Before joining NYIF, he was Director of Technical Research at Knight Equity Markets. He also spent 15 years at Prudential Equity Groups as Director of Technical Analysis. Prior to his employment at Prudential, Ralph worked at several of the industry’s top firms, including Kidder, Peabody & Co. and Smith Barney. He co-founded the Market Technicians Association (MTA) in 1970 and continues to be an active member of the society. He founded and was the first chairman of the International Federation of Technical Analysts (IFTA).

    Ralph continues to participate in the education of technical analysts, serving as teacher and lecturer for the New York Institute of Finance (NYIF) for the past 37 years and the Securities Industry and Financial Market Association’s (SIFMA) Annual Securities Industry Institute (SII). He is a trustee on the Board of the SII and involved in the establishment of the Securities Traders Association University (STAU).

    Ralph is one of Wall Street’s most respected technical analysts and has been consistently ranked by Institutional Investor. He is regularly consulted by the major business news networks as well as national financial publications. He is a Chartered Market Technician (CMT), a designation he helped create which is now recognized by the Financial Industry Regulatory Authority as the equivalent of a Chartered Financial Analyst (CFA).
  • Sean Arnold, QKA, CISP
    Product Manager
    BPAS AutoRollovers & MyPlanLoan Services
    Sean Arnold, QKA, CISP
    Sean Arnold handles product development, implementation, and sales and marketing of BPAS AutoRollovers & MyPlanLoan services.

    Sean holds the Certified IRA Services Professional (CISP) designation from the Institute of Certified Bankers and a Qualified 401(k) Administrator (QKA) from the American Society of Pension Actuaries (ASPA). He graduated cum laude with a Bachelor of Science degree in Business Administration from State University of New York Institute of Technology at Utica. Sean is an active member of the American Society of Pension Actuaries, where he previously served on the Tax-Exempt and Government Entities Government Affairs subcommittee.
  • Joe Boyle, MSPA
    External Wholesaler
    BPAS Plan Administration & Recordkeeping Services
    Joe Boyle, MSPA
    Joe Boyle is an enrolled actuary with more than 25 years of experience in plan design and administration. He works with Bank Trust departments and Registered Investment Advisors to help build their retirement plan business, including comprehensive support through prospecting, sales presentations, plan design consulting, analyzing plan features and fees, and implementation.

    Prior to joining BPAS in 2008, Joe was an enrolled actuary with Alliance Benefit Group – Mid Atlantic which BPAS acquired. Earlier in his career, he was a partner and Chief Operating Officer of National Retirement Planning, Inc., located in Jamison, PA. Joe is currently serving as a Board Member for ASPPA Benefits Council of Greater Philadelphia.

    Joe holds a Bachelor of Science degree in Mathematics from St. Joseph’s University and is a member of the American Society of Pension Actuaries.
  • Brian Douglas, AIF®, APA, PPC
    External Wholesaler
    BPAS Plan Administration & Recordkeeping Services
    Brian Douglas, AIF®, APA, PPC
    Brian Douglas has spent the past 20 years consulting on Defined Contribution, Cash Balance, Defined Benefit and non-qualified retirement plans. Brian works closely with financial advisors on building successful and profitable retirement plan practices and consults in the areas of fiduciary services, plan design, investment analysis and more.

    Prior to joining BPAS, Brian was a Retirement Sales Consultant at Commonwealth Financial Network, a Regional Pension Consultant with Retirement Alliance, Inc. and held various service roles with Putnam Investments.

    Brian has a Bachelor of Science degree in Marketing from Plymouth State University. He also holds the Accredited Investment Fiduciary®, Professional Plan Consultant and Accredited Pension Administrator designations, and several FINRA registrations.
  • Charlie Epstein, CLU, ChFC, AIF®
    The 401k Coach
    Charlie Epstein, CLU, ChFC, AIF®
    Charlie, known nationally as The 401k Coach, has over 35 years of professional experience in the financial services industry. As the principal of Epstein Financial Group, LLC and Epstein Financial Services, a Registered Investment Advisory firm, he continually provides corporate retirement plan consulting, as well as wealth management and comprehensive financial planning services to business owners, professionals and individual plan participants.

    In 2002, Charlie established The 401k Coach® Program, providing influential coaching to other financial professionals on skills, systems and processes necessary to excel in the 401(k) industry. Charlie’s experiences, multi-dimensional business practices and considerable knowledge provide him with a unique perspective on the challenges that face the retirement plan industry; from individual financial advisors to the financial institutions manufacturing retirement products, as well as the many challenges facing plan sponsors and plan participants in achieving successful retirement plan outcomes.

    Wanting to share all of this intellectual capital, Charlie has become the author of 2 books; Paychecks for Life: How to Turn Your 401(k) into a Paycheck Manufacturing Company and Save America, Save! Charlie is reaching thousands of plan sponsors and plan participants with strategies to achieve those successful retirement plan outcomes.

    Charlie has spoken on many main industry conference platforms and company-sponsored events and seminars. Inspired by his acting background, Charlie is an entertaining and influential presenter. He serves as a great source of knowledge and expertise, captivating his audience with innovation and motivation.

    Charlie’s websites include: www.the401kcoach.com, www.paychecksforlife.org, www.saveamericasave.org, and charlieepstein.org.
  • Maryann Geary, CPC, ERPA
    Executive Vice President
    BPAS Plan Administration & Recordkeeping Services
    Maryann Geary, CPC, ERPA
    Maryann Geary oversees BPAS operations including Plan Consulting, Plan Conversions, Plan Documents and Customer Service. Before joining BPAS through an acquisition in 2008, Maryann was an owner of Alliance Benefit Group Mid-Atlantic, in Huntingdon Valley, Pennsylvania. She served as Chief Operating Officer, overseeing the consulting and operations departments, and provided employee training and technical consulting.

    Maryann brings a strong understanding of technical requirements combined with a practical approach to plan administration. She holds several designations in the retirement field from the American Society of Pension Professionals and Actuaries, including Certified Pension Consultant, Qualified Pension Administrator, Qualified 401(k) Administrator, Qualified Plan Financial Consultant, and Tax Exempt and Government Plans Consultant. She is also an Enrolled Retirement Plan Agent and is licensed to represent clients before the Internal Revenue Service. She holds a Bachelor of Arts degree in Education from LaSalle University.
  • Amy Glynn
    Managing Partner
    GRP Advisor Alliance
    Amy Glynn
    Amy leads the development and deployment of best in class worksite solutions and programs for GRP Advisors and GRP Alliance members. Advisor services range from investment analytics and business manag... ement tools, financial wellness and rollover platforms, GRP products including collective trusts, and ongoing access to GRP conferences, programs and training. Amy has played an active role on the in the retirement plan marketplace for over 20 years in corporate, entrepreneurial and volunteer capacities. Prior to joining GRPAA, Inc., Amy served as President of Retirement Services at Calton & Associates, Inc., where she built a cutting edge hybrid ERISA platform. She founded the Pension Resource Institute (PRI), a nationwide firm assisting broker/dealers with outsourced sales and compliance management systems. Other roles have included; building out a hybrid Retirement Services Platform at Commonwealth Financial Network as Director of Retirements; managing Northeast Institutional Sales as VP of Sales at NY Life and helping them shift from a direct to an indirect model; CEO/Founder of the Women’s Executive Network – recognized as “Start Up of the Year”(2000), Women’s Business Journal; and Divisional Director of Retirement Sales at Smith Barney running the number one producing sales territory in the US for 5 consecutive years. A recognized thought leader, Amy has been frequently published, is active on the national speaking circuit and has been nominated for 401kwires top 100 most influential people for six consecutive years, ranking #39 in 2010. She has served on the NAPA 401(k) Summit Steering Committee from 2012-2014 and is currently President-Elect of the Women in Pension Network’s Board of Directors where she chaired the development of the National Mentoring Program from 2012-2014. Presently, Amy is Founding Chair of the American Retirement Association’s Women’s Advisor Council. Amy is a graduate of Colgate University with a B.A. in English and Women’s Studies.
  • David Hand, MSPA, MAA
    CEO
    Hand Benefits & Trust, a BPAS Company
    David Hand, MSPA, MAA
    William David Hand is a graduate of Auburn University with a Bachelor’s Degree in Mechanical Engineering. He is an Enrolled Actuary (EA), a member of the American Society of Pension Professionals and Actuaries (ASPPA), a member of the American Academy of Actuaries (AAA), a Registered Securities Representative, and a Registered General Securities Principal.

    An active member in his community and a recognized leader in the pension industry, David has served as past Chairman of the ASPPA Business Owners Conference and currently serves on the ASPPA Board of Directors for CIKR (Counsel for Independent 401(k) Record keepers). David frequently speaks before professional organizations on such timely topics as “the impact of legislative and regulatory changes in the public and private pension and employee-benefit industry”, and “the impact of technology on the delivery of benefit services”. David was most recently featured in an article and white paper, “The Best Asset Allocation Solution for Retirement Plan Participants: Model Portfolio, Managed Accounts or CIFs?”
  • Stephen Hand, CIMA
    President
    Hand Benefits & Trust, a BPAS Company
    Stephen Hand, CIMA
    Stephen Hand graduated from Texas Tech University, majoring in Finance. He began his career with Hand Benefits & Trust as an account executive, and has broadened his duties today to include trust accounting, investments, marketing, and administrative activities.

    In addition to his role as Executive President of Hand Securities Inc., a Registered Securities Representative, and an IMCA – Certified Investment Management Analyst (CIMA), A General and FINOP Securities Principal, Stephen is President of Hand Benefits & Trust Company.
  • Elizabeth (Liz) Kaido, QKA
    Senior Sales Relationship Manager
    BPAS Plan Administration & Recordkeeping Services
    Elizabeth (Liz) Kaido, QKA
    Liz Kaido works with financial intermediary partners of BPAS to market combined services to plan sponsors while providing comprehensive wholesaler support to manage each partner relationship. Her extensive knowledge of DC plans is instrumental in this role – both in managing partner relationships and helping plan sponsors optimize their plan around the needs of their organization.

    Over the past nine years with BPAS, Liz has gained vast experience managing a variety of Defined Contribution plans including combination 401(k) and Cash Balance, ERISA and non-ERISA 403(b), Prevailing Wage and Company Stock Plans. She earned her B.S. in Business Management and graduated summa cum laude from the State University of New York Institute of Technology. She also earned her Qualified 401(k) Administrator (QKA) designation from the American Society of Pension Professionals and Actuaries.
  • Krystal Kirlis-Brochu
    Sales Relationship Manager
    BPAS Plan Administration & Recordkeeping Services
    Krystal Kirlis-Brochu
    Krystal Kirlis-Brochu, BPAS Sales Relationship Manager, works with financial intermediary partners to help support and build their retirement plan business. Before joining BPAS in 2015, Krystal served as Relationship Manager for Alerus Retirement Solutions (formerly Retirement Alliance) in Manchester, NH. At Alerus, Krystal was responsible for managing relationships, providing participant education, performing fiduciary services, and engaging in the sales and marketing process.

    Krystal’s extensive background also includes serving Large Markets with ADP Retirement Services in Salem, NH. Prior to her employment with ADP, Krystal spent more than 10 years with Fidelity Investments in Merrimack, NH. Throughout her career, Krystal has developed expertise in a variety of plan types. Her experience ranges from serving and consulting with ‘small market’ manufacturing companies to Fortune 500 companies.

    Krystal holds an Associate degree in Human Resource Management from Southern New Hampshire University. She is currently completing her Bachelor degree in Business Administration.
  • Avin Kline
    President
    SUCCESS agency
    Avin Kline
    Avin Kline is the co-founder and CEO of SUCCESS agency, a digital marketing agency focused on helping financial services companies increase their sales pipeline and close more deals through digital marketing.

    A frequent keynote and workshop speaker, Avin provides insight and practical teaching on the topics of digital marketing, entrepreneurship, and developing a remote workforce. He also co-hosted Intentionally Digital, a radio show that aired in South Florida, teaching digital marketing strategies to business owners and marketing managers.

    When he’s not in West Palm Beach, FL, Avin is traveling the world with his wife, running their digital marketing agency from multiple continents without skipping a beat.
  • Tom Kmak
    Co-founder & CEO
    Fiduciary Benchmarks (FBi)
    Tom Kmak
    Tom Kmak provides benchmarking of fees and services for Defined Contribution plans through advisors/consultants, recordkeepers and other plan service providers.

    Prior to founding FBi in October 2007, Tom was CEO of JP Morgan Retirement Plan Services. He started that business in 1990. When he left 18 years later, it employed 1,100 people and served 200 large plan sponsors with more than 1.5 million participants and $115 billion in assets.

    Prior to joining JP Morgan Retirement Plan Services, Tom was an associate with William M. Mercer, Inc. in Kansas City where he was responsible for the overall delivery of defined contribution services to a wide variety of clients. He graduated Phi Beta Kappa with Bachelor of Arts degrees in Economics and Computational Mathematics from DePauw University in Greencastle, Indiana.

    Named by Ingram’s magazine as one of Kansas City’s inaugural “Forty under Forty,” Tom is a recognized expert in the retirement services industry, has been a featured speaker at various conferences, and published articles in some of the most well-known periodicals in the industry.
  • Barry Kublin
    CEO
    BPAS
    Barry Kublin
    Barry Kublin is the Chief Executive Officer of Benefit Plans Administrative Services, Inc. (BPAS), a provider of: DC Plan Administration & Recordkeeping; Actuarial & Pension; Fiduciary; Healthcare Consulting; VEBA & HRA/HSA; Transfer Agency; Fund Administration; and Collective Investment Fund services.

    Subsidiaries include Hand Benefits & Trust, BPAS Trust Company of Puerto Rico, Northeast Retirement Services and Global Trust Company.
    Barry joined Community Bank System, Inc. (CBSI), parent company to BPAS in 1985. He arranged for the CBSI acquisition of BPAS, the company’s Defined Contribution administration subsidiary in 1996.

    Barry holds a Bachelor of Science degree in Industrial Relations from Cornell University and an MBA from Syracuse University. Prior to joining BPAS, he held labor relations positions with Smith Corona, Occidental Petroleum and the U.S. National Labor Relations Board. He has served as an adjunct professor with Cornell University and LeMoyne College and has served on numerous industry related committees. He is a frequent lecturer on practice management and PR 1081 plans, and is consistently listed among the Top 100 Most Influential Professionals in the DC industry.
  • Paul Neveu, CEBS
    President
    BPAS Plan Administration & Recordkeeping Services
    Paul Neveu, CEBS
    Paul Neveu is President of BPAS Plan Administration & Recordkeeping Services. He is responsible for all BPAS Defined Contribution and VEBA practices, including sales, marketing and relationship management; daily administration, programming and trust operations; plan consulting, implementation and plan documents; and related services.

    Paul came to BPAS August of 2005 from Federated Investors where he was a Vice President in the Retirement Plan Sales division. Paul served nine years as a mutual-fund wholesaler covering the North and East regions of the U.S. Before joining Federated in 1996, he spent four years as a Consultant for Coopers & Lybrand LLC.

    A magna cum laude graduate from the University of New Hampshire with a Bachelor of Science degree in Business Administration, Paul also majored in Music Performance. He holds the Certified Employee Benefit Specialist (CEBS) designation from the International Foundation of Employee Benefit Plans, and a certificate from the Securities Industry Institute offered at the Wharton School. He also holds the Series 7, 6 and 63 Designations.
  • Brian Nicholson
    Senior Sales Relationship Manager
    BPAS Plan Administration & Recordkeeping Services
    Brian Nicholson
    Brian Nicholson works with BPAS financial intermediary partners, helping them build their retirement plan business. While Brian supports all three BPAS sales channels, his experience and background warrant a particular focus on our Bank Trust and Registered Investment Advisors.

    Prior to joining BPAS in 2013, Brian spent 14 years as a Senior Relationship Manager and Vice President of First-Citizens Bank & Trust Company located in Raleigh, North Carolina. Brian’s experience working with large, complex plans while serving as a plan fiduciary uniquely positions him to help Banks, Trustees, and Registered Investment Advisors build their retirement business with BPAS. He is also widely regarded for his understanding of fiduciary matters and ERISA.

    Brian earned a Bachelor of Science degree in Business Administration with a concentration in Managerial Finance from East Carolina University. He holds a Certified Retirement Services Professional (CRSP) designation and maintains his 6, 63, and 65 securities licenses.
  • David Ritchie
    Vice President, VEBA Sales
    BPAS VEBA & HRA/HSA Services
    David Ritchie
    David Ritchie joined BPAS in 2013. He is responsible for sales leadership, product development and the creation of new distribution channels. David engages health care consulting firms and other advisors, Taft Hartley representatives, and public- and private-sector employers to create tax-free solutions to pre- and post-retirement health care expenses.

    David is a national expert on VEBA/HRA issues. He brings to BPAS his more than 15 years of industry leadership, covering all aspects of employee benefits. In addition to VEBA/HRA services, David specializes in GASB 45/OPEB mitigation solutions, union negotiation and bargaining, consumer-driven healthcare options, and overall healthcare consulting.
  • Steve Saxon
    Chair
    Groom Law Group
    Steve Saxon
    At Groom Law Group, where he currently serves as the firm’s Chairman, Stephen M. Saxon works on a wide variety of administrative, litigation, and legislative matters involving tax-exempt organizations and ERISA. He specializes in matters relating to Title I of ERISA, with respect to which he has obtained scores of advisory opinions and exemptions.

    Steve also represents tax-exempt clients in IRS audits and appeals procedures, as well as in restructuring non-profit organizations to address unrelated business income tax and other issues. In addition, he has worked on numerous DOL audits of plans and financial institutions that service plans. He heads up the firm’s special practice groups on pension plan investments and on 401(k) plan administrative and investment management matters. Among other things, these groups focus on the ERISA, securities, banking, and tax issues that arise in connection with the offering of products to employee benefit plans.

    Steve holds several honors and distinctions, including, among many others, being listed in The Best Lawyers in America, Employee Benefits Law (1999-2016) and in the Washingtonian as one of the Top 20 Influential Persons in the Retirement Services Industry.
  • Vince Spina, ASA, EA, MAA
    President
    BPAS Actuarial & Pension Services, BPAS Healthcare Consulting Services
    Vince Spina, ASA, EA, MAA
    Vince Spina is a founding officer of BPAS Actuarial & Pension Services and BPAS Healthcare Consulting Services. Prior to starting BPAS Actuarial & Pension Services in 2003, he spent 15 years with PricewaterhouseCoopers LLP (PwC), 10 of which were as partner and Market Leader of PwC’s Global Human Resource Solutions’ Syracuse Office.

    Vince is President of the Board for the Empire Housing and Development Corp.; member of the Human Resource and Benefits Committee of the Roman Catholic Diocese of Syracuse, NY; member of the Board of Directors and Investment Committee of the Syracuse Diocesan Investment Fund; Trustee of Le Moyne College; past-Director, past‐Treasurer and Chair of the Investment Committee of the Upstate Medical University Foundation; former Director of the Arc of Onondaga Foundation; and a former Board member of the Syracuse Chapter of the New York Employee Benefits Conference (NYEBC). He has been a lecturer for the National Association of Accountants, the NYS Society of Certified Public Accountants, the Syracuse Business Journal, and NYEBC.

    Vince is a summa cum laude graduate of Le Moyne College with a Bachelor of Arts degree in Mathematics and minor concentrations in English and Philosophy. He is an Associate of the Society of Actuaries, a Member of the American Academy of Actuaries, and an Enrolled Actuary licensed to perform actuarial services under the Employee Retirement Income Security Act of 1974 (ERISA).
  • Tom Sutton
    Senior Employee Benefits Trust Officer
    BPAS Fiduciary Services
    Tom Sutton
    As Senior Trust Officer for BPAS Fiduciary Services, Tom Sutton provides fiduciary oversight to BPAS pension clients with a goal of ERISA compliance. His regular duties include plan due diligence reviews, investment analysis with recommendations and trustee communications.

    Tom has nearly 20 years of experience in the Corporate Retirement Plan marketplace. Before joining BPAS in 2013, Tom was the Vice President of Qualified Plans for Univest Bank and Trust Company. Prior to Univest, Tom started his career as a Financial Advisor in 1995 (Tucker Anthony, Inc.) and has focused on Corporate Retirement plans since then. He held several sales and management positions during a 13 plus year stint with ADP Retirement Services before moving to Univest.

    Tom currently holds FINRA series 7, 63 and 26 licenses along with AIF (Accredited Investment Fiduciary), ARPC (Accredited Retirement Plan Consultant) and CRPS (Certified Retirement Plan Specialist) designations. Tom has an MBA in Finance from LaSalle University and a BS in Management from Widener University.
  • Greg Woods
    Vice President, Investments
    BPAS Fiduciary Services
    Greg Woods
    Greg Woods has nearly 20 years of experience in investment management and the financial services industry. He joined BPAS in 2011. His responsibilities include investment and performance evaluation, manager due diligence, portfolio and investment management. He is a key member of several internal and national investment committees and helps oversee investments within the firm’s Collective Investment Trusts.

    As part of BPAS Fiduciary Services, Greg’s focus is on managing and maintaining all the firm’s 3(38) discretionary investments and models as well as the investments and allocations within their Defined Benefit and Cash Balance products. He also provides an array of fiduciary and investment services to assist financial intermediaries and plan sponsors. These services include creating Investment Policy Statements, monitoring the performance of funds versus the IPS, making fund recommendations (additions, deletions and replacements), and a range of other fiduciary services to assist BPAS clients.

    Prior to joining BPAS, Greg was the Vice President, Portfolio Manager and Chief Compliance Officer for Lightstone Capital Advisers, where he managed multiple retail and institutional investment products.

Location:

Le Méridien Charlotte, 555 South McDowell Street, North Tower, Charlotte, NC
Special BPAS Conference Rate
$189 (Plus 15.25% Tax)

 

Ideally situated in Uptown Charlotte, immerse yourself in the mix of culture and exploration at the new Le Méridien Charlotte. Engage, debate and converse at the Le Méridien Hub - a reinterpreted version of the traditional lobby where you will sip on an artistically crafted cocktail or mixed drink. Relax by the indoor or outdoor pool or bask in the skyline views of downtown Charlotte from the rooftop bar. Uncover the newest discovery in Charlotte.


New This Year: You will have the opportunity to secure your hotel accommodations and guarantee them through the registration site.


  • Check in: 3:00 pm
  • Check out: Noon


Each of the hotel’s 300 oversized guest rooms and suites is well appointed with original art and separate lounge seating. State-of-the-art technology includes wired and wireless High Speed Internet Access, a 42-inch LCD flat screen TV, and an environmentally conscious e-Volve system. Downtime is facilitated by illy coffee, a mini-bar, and bathrobes. Seventeen Suites and Junior Suites include additional seating in their living and dining areas.


Experience a fresh approach at this Le Méridien – completely smoke-free guest rooms.


Amenities

Fitness center, indoor and outdoor pool, and complimentary Wi Fi in guest room


Dining Options

Evoke: Located in Le Méridien Charlotte, Evoke offers an exquisite setting of a warm, yet chic, new-age steakhouse. Focusing on prime and dry-aged steaks, house-made pastas and fresh crudo, Evoke utilizes the highest quality products sourced both locally and abroad.


Hours: 6:00 AM - 11:00 PM


Longitude80: Delicious cocktails and an all-day bar menu are ready to be enjoyed in Longitude80. Nestled parallel to the hotel’s Hub, Longitude80 focuses on creative cocktails, craft whiskeys, sparkling libations and an extensive wine list. Mix and mingle in Le Méridien Charlotte's Hub with local artists, have a sparkling libation (or two) and groove to the sounds in Longitude 80.


Hours: 11:00 am – Midnight


Additional Hotel Details

Pre- and post-stays are subject to availability at the preferred rate. When registering for the conference, please indicate interest in extending your stay. You will receive confirmation within 48 business hours. Hotel cancellation policy is 72 hours prior to arrival date or one night room and tax will be imposed.


Self-parking is $20 a night.


Transportation

BTI The Travel Consultants will assist you in securing your air transportation to the Charlotte (CLT) area. A BTI air specialist will provide options based on your preferred departure times, city departure and date of travel.  Please indicate preferences when registering. The cost for air service is $27. You will have access to 24/7 emergency support while enroute. BPAS employees will have the option to secure air arrangements through an air specialist or on Concur.


Ground transportation to and from the Charlotte Airport will be arranged based on your final flight itinerary. The airport is approximately 7.5 miles from the hotel. Additional details will be provided in your final confirmation.


BTI The Travel Consultants

Phone: 315-234-1481

Email: groups@btitravel.com

Contact Us

315-292-6906