YOUR kPLAN PROVIDERS

A 401(k) and profit-sharing retirement plan.

Apply Now

YOUR kPlan Service Providers

BPAS

BPAS is a national provider of retirement plan and fund administration, transfer agency, collective investment fund, and other institutional trust services. They support 3,800 retirement plans, $52 billion in trust assets, $1 trillion in fund administration, and more than 400,000 participants. Nine offices across the country. With our breadth of services, depth of creative talent, and financial resources, they are well positioned to help clients solve benefit plan challenges without the need to engage multiple providers. Over fifty household name clients: Burger king, KFC, Sephora, Westin Hotel & Resorts, Marriott, Oracle, Verizon, Chrysler, Bausch & Lomb, Chevron, Black & decker, Taco bell, Nestle, etc. One company. One call.

BPAS is a wholly-owned subsidiary of Community Bank System, Inc. (CBSI, NYSE: CBU). CBSI is ranked by Forbes as one of America’s best largest banks.

a couple discussing kPlan providers with an ANBTX employee

BPAS Capabilities

  • Plan Administration & Recordkeeping 
  • Custom pricing
  • Experienced tenured staff
  • Open architecture (choice of more than 20,000 funds)
  • Actuarial & Pension
  • ESOPs
  • TPA 
  • Fiduciary services
  • Healthcare Consulting 
  • VEBA & HRA/HSA 
  • AutoRollovers & MyPlanLoan 
  • Transfer Agency
  • Fund Administration 
  • Collective Investment Funds 
  • Self-directed account option (SDBA)
  • Financial Wellness program

Join YOUR kPlan now!

Click the "Apply Now" button below to fill out the editable application and send to [email protected] or mail to American National Bank of Texas, Wealth Management Group, 1010 W. Ralph Hall Parkway, Suite 112, Rockwall, Texas 75032.

Apply Now - YOUR kPlan® Application
man

*For existing qualified plans setup with BPAS, all plan setup fees will be invoiced to plan sponsor.

How Can We Help?

Contact us to talk more about our wealth management solutions.