YOUR kPLAN PROVIDER

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

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BPAS

BPAS is a national provider of retirement plans, benefit plans, fund administration, and collective investment trusts. They support 4,500 retirement plans, $110 billion in trust assets, $1.3 trillion in fund administration, and more than 620,000 participants.

With their breadth of services, depth of creative talent, and financial resources, BPAS is well positioned to help clients solve all their benefit plan challenges without the need to engage multiple providers.  One company. One call. 

More than 50 house-hold-name clients trust BPAS, including Burger King, KFC, Westin Hotel & Resorts, Marriott, Oracle, Verizon, Chrysler, Bausch & Lomb, Chevron, Black & Decker, Taco Bell, Nestle, and more. 

BPAS is a wholly-owned subsidiary of Community Bank System, Inc. (CBSI, NYSE: CBU).

Investments are not insured by the FDIC, not a deposit, and may lose value.

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
  • Health Savings Account (HSA)
  • Consumer-Driven Health Plans
  • Individual Retirement Accounts (IRAs)
  • Transfer Agency
  • Fund Administration 
  • Collective Investment Funds 
  • Self-directed account option (SDBA)
  • Financial Wellness program
  • BPAS University Online Learning Center

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.

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*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.