YOUR kPlan Service Providers

BPAS Capabilities: Recommended Plan Size $500k or more in assets

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

BPAS Capabilities:

Plan Administration & Recordkeeping
Custom pricing
Experienced tenured staff
Open architechure (20k plus funds to choose)
Actuarial & Pension
ESOP’s
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

Lincoln Financial Capabilities: Recommended for Startup plans up to $500k in assets

Lincoln is a fortune 250 company whom has been around 110 years. Over 67 billion in retirement plan assets, over 22,000 plan sponsors and over 1.5 billion retirement plan participants. In the retirement plan business since 1995.

Recordkeeping only – outside TPA relationships
A competitive and dynamic pricing strategy (priced based on assets and average account balance)
Custom pricing for plans over 5 million
260 investment choices
Experienced staff
A dedicated support and service structure
Technology to improve efficiencies and services
Marketing support designed to help you grow and retain members
Easy transition and new plan onboarding
Financial Wellness programs