Speakers

Ralph Acampora, CMT, Director of Technical Analysis Studies, New York Institute of Finance

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).

Joe Boyle, MSPA, External Wholesaler, BPAS Plan Administration & Recordkeeping Services

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.

Brad Campbell, Partner, DrinkerBiddle

Bradford P. Campbell is a Partner at Drinker Biddle & Reath, LLP. He is a nationally recognized figure in employer-sponsored retirement plans. He is the former Assistant Secretary of Labor for Employee Benefits and former head of the Employee Benefits Security Administration. As ERISA’s former “top cop” and primary federal regulator, Brad provides his clients with insight and knowledge across a broad range of ERISA-plan related issues. He provides employee benefits advice to financial service providers and plan sponsors, particularly in relation to ERISA Title I issues, including fiduciary conduct and prohibited transactions. A prominent voice in the debate over the Department of Labor fiduciary regulation, Brad testified before four Congressional committees regarding the effects of the regulation, and provides clients with strategic and legal advice related to the final rule.

Brad has been listed as one of the 100 Most Influential Persons in Defined Contribution by 401kWire and has been listed as one of the top 15 ERISA attorneys in the country by a poll of the National Association of Plan Advisors. In addition, he recently testi­fied before two Congressional Committees regarding the effects of the Department of Labor ­Fiduciary regulations.

Brad received his law degree, cum laude, from the Georgetown University Law Center, and his AB from Harvard University. He is a member of the bar of the Commonwealth of Virginia and the District of Columbia.

Steven P. Chase, Senior Vice President, Consulting, BPAS Healthcare Consulting Services

Steve leads the health benefit consulting practice for BPAS. He has broad experience in health and welfare plan design, vendor selection and performance management, funding, administration and compliance and consults with both employers and provider organizations on health benefit issues.  His consulting focus includes:

  • Developing benefit plan designs that support employers’ broader organizational, financial, and human resource strategies
  • Evaluating and benchmarking health plan performance related to provider reimbursement, network participation, and health management initiatives
  • Designing sustainable retiree health plans within the context of evolving regulatory, market, and demographic conditions
  • Design and analysis of wellness programs and health risk management initiatives;
  • Health and welfare plan compliance (e.g., ACA, HIPAA, ERISA, ADEA and IRC)

Prior to joining BPAS, Steve served as a Director for a PricewaterhouseCoopers. He has over 30 years of experience in the health benefit consulting and health insurance industries. Steve has published articles on health benefit management in national professional journals and in regional business publications. He is a member of the Boards of PACE CNY and Syracuse Stage and is the past President of the Board of Directors of the New York Employee Benefits Conference.

Steve graduated with a Bachelor or Arts degree, cum laude from Hamilton College and pursued graduate study in business administration and finance at Syracuse University.

Iva Dario, QPA, QKA, Team Leader, Plans with Employer Securities, BPAS Plan Administration & Recordkeeping Services

Iva Dario is a Team Leader – Plans with Employer Securities with BPAS. As a Team Leader with emphasis on Employee Stock Ownership Plans, Iva is responsible for the workflow, plan design, consulting, government compliance, reporting and disclosure, plan terminations and plan amendments.

Iva Dario has over ten years of experience in the employee benefits administration field. She has handled all aspects of qualified plan administration on a variety of plans including Profit Sharing, 401(k), 403(b), Employee Stock Ownership Plan and Money Purchase Plans.

Iva’s particular areas of expertise include administering all types of defined contribution plan, in particular: reconciling employee census and financial data and preparing defined contribution pension, profit sharing and 401(k) allocations, preparing IRS annual reporting forms, collecting and analyzing plan data for compliance analysis, including nondiscrimination, coverage and participation requirements, preparing plan agreements and summary plan descriptions, researching and analyzing legislation and regulations applicable to qualified plans, preparing individual employee benefit calculations by analyzing and interpreting plan documents and utilizing appropriate data.

Iva holds a Bachelor of Science degree in Civil Engineering from Saint Louis University in the Philippines and maintains a Qualified Pension Administrator (QPA) and Qualified 401(k) Administrator (QKA) designations from the American Society of Pension Professionals and Actuaries (ASPPA).

Jason Disco, Director of DB Sales, BPAS Actuarial & Pension Services

Jason Disco is Director of DB Sales at BPAS Actuarial & Pension Services. In this role, Jason works with BPAS financial intermediary (FI) partners to distribute actuarial and consulting services nationwide. With his extensive knowledge of Defined Contribution and Defined Benefit plans he’s able to help FI partners build their retirement practice and consult on plan design.

Prior to joining BPAS, Jason was a Retirement Services Sales Executive at Lifetime Benefit Solutions and a Director of Business Development and Marketing at ERISA Consultants. In these roles, He worked directly with plan sponsors, accounting professionals and financial intermediaries to establish and convert new plans as well as develop and manage new distribution channels and sales leadership.

Jason attended St. John Fisher College in Rochester, NY where he earned a Bachelor of Science degree in Business Administration with a minor in Economics and Marketing.

Brian Douglas, AIF®, APA, PPC, Manager, External Sales, BPAS Plan Administration & Recordkeeping Services

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.

Amy Glynn, Managing Partner, GRP Advisor Alliance

Amy leads the development and deployment of best in class worksite solutions and programs for GRP Advisors and GRP Alliance members. Amy has played an active role in the retirement plan marketplace for over 20 years in corporate, entrepreneurial and volunteer capacities. Prior to joining GRPAA, Amy served as President of Retirement Services at Calton & Associates, Inc., where she built a cutting edge hybrid ERISA platform. She founded the Pensions 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 in Women’s Studies.

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

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.

Ken Grant, EVP, Chief Officer for Corporate Development, NRS, a BPAS company

Ken Grant is the Chief Officer for Corporate Development of Northeast Retirement Services (NRS), a BPAS company. He has more than 30 years of executive leadership in for-profit corporations as well as nonprofit organizations with a focus on the strategic development of financial services.

Under his leadership, NRS has expanded services to retirement, nonprofit and investment businesses.

Ken is also Chief Officer for Corporate Development of Global Trust Company, an NRS/BPAS company, with more than $18 billion under management, and Advisors Charitable Gift Fund. His other roles include serving as an officer of Savings Banks Employees Retirement Association, director of nonprofit Lift Up Africa and an Independent Trustee of The Unified Series Trust.

Ken is a graduate of Syracuse University (Bachelor of Arts), Boston University (Master of Theology) and Clark University (MBA), and has served as an adjunct faculty member at Harvard University.

Mike Hahn, CRPC®, CPFA, External Wholesaler, BPAS Plan Administration & Recordkeeping

Mike Hahn is an External Wholesaler with BPAS Plan Administration & Recordkeeping. Mike works primarily with Bank Trusts and Registered Investment Advisors across the Midwest to help build their retirement plan business.

Prior to joining BPAS, Mike was a Business Sales Consultant at Security National Bank Wealth Management. He also brings his experience as Director of Sales at Billings and Company. In both of these roles, Mike worked with Plan Sponsors, Financial Intermediaries, and accounting and legal professionals to create positive working relationships that led to the establishment of new retirement plans or the conversion of current retirement plans.

Mike earned a Bachelor of Science degree in Accounting from Upper Iowa University of Fayette, IA. He holds the Chartered Retirement Planning Counselor℠ (CRPC®) designation from the College for Financial Planning as well as the Certified Plan Fiduciary Adviser (CPFA) from the National Association of Plan Advisers.

David Hand, MSPA, MAA, CEO, Hand Benefits & Trust, a BPAS Company

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 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.

Renee House, QPA, QKA, CFC, Manager, Operations, BPAS VEBA & HRA/HSA Services

Renee House manages the operations and administration of the VEBA/HRA and HSA line of business.  Her responsibilities include the oversight of Consumer-Driven Health plan administration, claims adjudication, VEBA and Section 115 compliance  and manages the HSA book of business.  She is an accredited member of ASPPA and ECFC with 14 years experience in BPAS defined contribution administration including 401(k), Profit Sharing, 1081(d) retirement plans as well Health & Welfare retirement plans.

Before joining BPAS in 2004, Renee began her career working for Retirement Plans Specialist, Inc. located in Cary, North Carolina.

She also held an Annuities, Health & Life license through the Department of Financial Services in Florida and the Department of Insurance in both Kentucky and North Carolina.  She worked as a selling agent for private firms in all three states.

Renee holds a Qualified Pension Administrator (QPA) and Qualified 401(k) Administrator (QKA) designation through the American Society of Pension Professionals and Actuaries (ASPPA) and is Certified in Flexible Compensation Administration (CFC) through The Employers Council of Flexible Compensation (ECFC).

Renee attended Northern Kentucky University and State University of New York Institute of Technology.

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

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, 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 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.

Tom Kmak, Co-founder & CEO, Fiduciary Benchmarks (FBi)

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 De Pauw 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.

Donna Kramer, CFP®,AIF®, Senior Sales Consultant, BPAS Actuarial & Pension Services

Donna Kramer is a Senior Sales Consultant for BPAS Actuarial & Pension. In Donna’s role, she concentrates on new business development in both the DB and DC marketplace in New York City and the surrounding areas. Donna works with BPAS’ financial intermediary partners to help them foster new retirement plan business with their clients.

Prior to joining BPAS in 2017, Donna served as an Executive Vice President for Hamilton Cavanaugh & Associates, Inc./Aspire Advisors, LLC located in White Plains, New York (a BPAS advisor partner). During her almost 30 years with Hamilton Cavanaugh/Aspire, Donna provided advisory, consulting, and administrative services to plan sponsors and marketed individual financial and investment planning services to key high net worth individuals.

Throughout her career, Donna has developed expertise in a variety of plan types that range from 401(k) and 403(b) plans to various forms of non-qualified and executive compensation plans. In addition, her experience ranges from advising and servicing ‘small market’ companies to large complex health care organizations.

Donna is a Certified Financial Planner™ and an Accredited Investment Fiduciary®. She additionally maintains Life, Accident & Health licenses with New York State and holds the Series 6 and 63 securities licenses.

Barry Kublin, CEO, BPAS

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 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, CRSP, Senior Sales Relationship Manager, BPAS Plan Administration & Recordkeeping Services

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.

Dave Ritchie, Vice President, VEBA Sales, BPAS VEBA & HRA/HSA Services

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

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.

Amy Shaub, QPA, QKA, Regional Consulting Manager, BPAS Plan Administration & Recordkeeping Services

Amy Shaub is a Regional Consulting Manager with BPAS. Her  responsibilities include oversight and completion of non‐discrimination testing and 5500 reporting, as well as plan design and consulting  activities for the defined contribution plans administered out of the Pittsburgh and Houston offices.

Amy began her career in the employee benefits administration field in 1990, working as a Plan Analyst for a Pittsburgh third party administrative firm. In 1995 she began working at Federated Retirement Plan Services, where she worked extensively with Trust intermediaries and broker dealers.

Amy performed a number of roles along the way for the next 10 years before coming to BPAS in 2005, most of which were in a senior staff or management capacity. Her primary responsibilities included relationship management, plan administration and training for department staff, as well as plan design and consulting across a broad client base. She also spent a significant amount of time overseeing and streamlining compliance testing and annual government filings performed in the department.

Amy holds an Associates Degree in Account/Specialized Business Administration and maintains a Qualified Pension Administrator (QPA) and Qualified 401(k) Administrator (QKA) designation from the American Society of Pension Professionals and Actuaries.

Vince Spina, President, BPAS Actuarial & Pension Services, BPAS Healthcare Consulting Services

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).

Melissa Varvarezis, Communication/Education Specialist, BPAS Fiduciary Services 

As a Communication and Education Specialist, Melissa is responsible for administering education and enrollment programs for the clients of BPAS.  She provides live participant education and enrollment meetings, one-on-one consultations and web-based trainings.

Melissa has 15 years of experience in the Financial Services industry with a primary focus in the Defined Contribution marketplace.  With previous positions at Vanguard, PNC Institutional Investments and a small financial planning firm, she has experience with customer service, sales support, plan administration and compliance.  Incorporating an education degree with over 6 years in Defined Contribution training, Melissa is focused on ensuring that plan participants can easily comprehend and apply various investment concepts to their own situations.

Melissa graduated from Penn State University and holds a Certified Financial Planner (CFP®) designation.

Takisha Venable, CFP®, Sales Relationship Manager, BPAS Plan Administration & Recordkeeping Service

In Takisha’s role as a Sales Relationship Manager for BPAS, she works with financial intermediary partners, helping to support their current client base and build their retirement plan business.

Prior to joining BPAS in 2017, Takisha served as a Senior Account Manager for Hamilton Cavanaugh & Associates, Inc. located in White Plains, New York (a BPAS advisor partner). During her 17 years with Hamilton Cavanaugh, Takisha provided advisory, consulting, and administrative services to plan sponsors and various levels of education to plan participants. Additionally, Takisha was the firm’s internal expert on executive compensation plans and 529 plans as well as the person responsible for managing the conversion process for new plans.

Throughout her career, Takisha has developed expertise in a variety of plan types that range from 401(k), 403(b), and 1081 plans to various forms of non-qualified plans. In addition, her experience ranges from advising and servicing ‘small market’ companies to large health care organizations.

Takisha is a Certified Financial Planner™ and holds a Retirement Plans Associate designation from the International Foundation of Employee Benefit Plans. Furthermore, Takisha maintains Life, Accident & Health licenses with New York State as well as 6, 26, 63, and 65 securities licenses.

Marcia Wagner, Principal, The Wagner Law Group

Marcia Wagner is a specialist in pension and employee benefits law, and is the principal of The Wagner Law Group, one of the nation’s largest boutique law firms, specializing in ERISA, employee benefits and executive compensation, which she founded over 20 years ago. A summa cum laude and Phi Beta Kappa graduate of Cornell University and a graduate of Harvard Law School, she has practiced law for over thirty (30) years. Ms. Wagner is recognized as an expert in a variety of employee benefits issues and executive compensation matters, including qualified and non-qualified retirement plans, fiduciary issues, all forms of deferred compensation, and welfare benefit arrangements. Ms. Wagner was appointed to the IRS Tax Exempt & Government Entities Advisory Committee and ended her three-year term as the Chair of its Employee Plans subcommittee, and received the IRS’ Commissioner’s Award. Ms. Wagner has also been inducted as a Fellow of the American College of Employee Benefits Counsel. For the past eight years, 401k Wire has listed Ms. Wagner as one of its 100 Most Influential Persons in the 401(k) industry, and she has received the Top Women of Law Award in Massachusetts and is listed among the Top 25 Attorneys in New England. Ms. Wagner has written hundreds of articles and 15 books. Ms. Wagner is widely quoted in business publications such as The Wall Street Journal, Financial Times, Pension & Investments, and more, as well as being a frequent guest on FOX, CNN, Bloomberg, NBC and other televised media outlets.

Greg Woods, CIMA®, Vice President, Investments, BPAS Fiduciary Services

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 graduated from Fordham University’s Gabelli School of Business where he studied Finance and Economics. He also a Certified Investment Management Analyst (CIMA®)