Syracuse, NY (September 26, 2022) — BPAS, a leading national provider of retirement plans, benefit plans, fund administration, and collective investment trusts, announced that Robert Perri has joined its Actuarial & Pension Services (APS) as Regional Sales Director. Perri will focus on distribution of the company’s national Tax Deferral Defined Benefit Plan solutions.
“Rob brings extensive industry experience to BPAS,” said Jason Disco, Vice President of APS Sales. “His demonstrated expertise combined with our full suite of defined contribution and defined benefit plan offerings, an open architecture HSA, and collective investments for advisors, will certainly help us expand our presence in the small plan tax deferral space. We’re thrilled to welcome Rob to the BPAS team.”
Perri brings to BPAS nearly 30 years of experience in the retirement plan industry in both management and sales. An alumnus of Mansfield University, he is a national speaker at CPA conferences, physician conferences, and colleges. He is also a paddock judge and racing inspector for the New York State Gaming Commission.
“I’m excited to join BPAS,” added Perri. “BPAS brings a unique ability to combo Defined Contribution and Defined Benefit plans under one roof for plan sponsors. These combined services offer great advantages to small-business owners looking to reduce taxable liability and save for retirement. I know business owners are looking for this kind of solution. I’m really looking forward to getting out there and sharing the BPAS story.”
Perri will work out of the company’s New York, NY office and serve clients nationwide.
About BPAS
BPAS is a national provider of retirement plans, benefit plans, fund administration, and institutional trust services. We make it our mission to simplify the complicated by delivering benefit-plan services that solve client challenges without the need to engage multiple providers. One company. One call. We support 4,500 retirement plans, $110 billion in trust assets, $1.3 trillion in fund administration, and more than 620,000 participants.
The BPAS family of services includes: Workplace Retirement Plans, Actuarial & Pension, Healthcare Consulting, IRA, VEBA HRA, Health & Welfare Plans, Fiduciary, Collective Investment Funds, Fund Administration, and Institutional Trust.
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: BPAS Trust Company of Puerto Rico, Global Trust Company, Hand Benefits & Trust, and NRS Trust Product Administration.