Utica, NY (March 5, 2020) — BPAS, a leading national provider of retirement and benefit plans, fund administration, and collective investment trusts, announced today that John Lutz has joined the organization as its Regional Sales Director managing the Southeast territory.
“John brings extensive industry experience to BPAS,” said Elizabeth Kaido, Vice President of Sales with BPAS Plan Administration & Recordkeeping Services. “With his demonstrated expertise, combined with our full suite of defined contribution plan offerings, actuarial services, an open architecture HSA, and collective investments for advisors, John is well positioned to help us expand our presence in the Southeast region. We’re thrilled to welcome John to the BPAS team.”
“I’m excited to join the BPAS organization. We’re a unique option because our costs are never leveraged by investment selection, and our administration is always integrated across trust, custodian, trading, and recordkeeping. These features eliminate so many fiduciary liabilities and day to day recordkeeping headaches; I know business owners are looking for this kind of solution,” said John Lutz. “I look forward getting out there to share the BPAS story.”
“I’m excited to join the BPAS organization. We’re a unique option because our costs are never leveraged by investment selection, and our administration is always integrated across trust, custodian, trading, and recordkeeping. These features eliminate so many fiduciary liabilities and day to day recordkeeping headaches; I know business owners are looking for this kind of solution,” said John Lutz. “I look forward getting out there to share the BPAS story.”
John brings to BPAS more than 20 years of experience in the retirement plan industry. He is an alumnus of Ohio University, is an assistant coach at American Top Team Atlanta, and holds a Series 7 License.
About BPAS
BPAS is a national provider of retirement plans, benefit plans, fund administration, and collective investment trusts. We support 3,800 retirement plans, $86 billion in trust assets, $1 trillion in fund administration, and more than 450,000 participants. With our breadth of services, depth of creative talent, and financial resources, we are well positioned to help our clients solve all their benefit plan challenges without the need to engage multiple providers. One company. One call.
The BPAS family of services includes: Plan Administration & Recordkeeping, TPA, Actuarial & Pension, VEBA & HRA/HSA, Fiduciary, IRA, Healthcare Consulting, Transfer Agency, Fund Administration, Custody, and Collective Investment Trusts.
Specialty practices include: Auto Enrollment Plans, Multiple Employer Trusts/Plans, Plans with Employer Securities, Puerto Rico Section 1081 Plans, VEBA HRA Plans, Cash Balance Plans, Collective Investment Trusts, and Fund Administration.
BPAS subsidiaries include: Hand Benefits & Trust, NRS Trust Product Administration, Global Trust Company, and BPAS Trust Company of Puerto Rico.
As a solutions-oriented national practice, we are committed to “Solving Tomorrow’s Benefit Challenges Today.” Visit bpas.com for more information.