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Home  About Us BPA Biographies |
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Benefit Plans Administors Team Biographies Barry S. Kublin Barry S. Kublin is President of Benefit Plans Administrative Services, Inc. He is also Director, Employee Benefit Institutional Trust Services for Community Bank, N.A., an affiliated company. He joined Community Bank System, Inc. in 1985 and arranged for the acquisition of BPA by CBSI in 1996. Prior to 1985, Barry held labor relations positions with Smith-Corona, Occidental Petroleum and the U.S. National Labor Relations Board. He is a frequent lecturer to trade groups on retirement plans for the construction industry and 1165(e) plans in Puerto Rico. He holds a B.S. in Industrial Relations from Cornell University and an MBA from Syracuse University. He has served as an adjunct faculty member with LeMoyne College and Cornell. Barry is a past chairman of the Business Leaders Group of the American Society of Pension Actuaries and continues to serve on ASPA's Strategic Planning and Government Affairs Committees.
William David Hand President of Hand Benefits & Trust, since 1991, and EVP of BPAH. David is a graduate of Auburn University with a Bachelor’s Degree in Mechanical Engineering. He is an Enrolled Actuary (EA), a member of the American Society of Pension Actuaries (ASPA), a member of the American Academy of Actuaries (AAA), a Registered Securities Representative, and a Registered General Securities Principal. An active member in his community and a recognized leader in the pension industry. David has served as past Chairman of the ASPA Business Owners Conference and currently serves on the ASPPA Board of Directors for CIKR (Counsel for Independent 401(k) Record keepers). David frequently speaks before professional organizations on such timely topics as “the impact of legislative and regulatory changes in the public and private pension and employee-benefit industry”, and “the impact of technology on the delivery of benefit services”.
Robert A. Malczyk Bob Malczyk joined BPA in 1996, as the Director of Sales . He is a graduate from State University of New York in Albany with a degree in Political Science. Bob also serves as a trust officer for Community Bank, NA (CBNA) an affiliated company.
Paul M. L. Neveu, CEBS Paul Neveu is Vice President of Sales for BPA-Harbridge, responsible for the distribution of the firm’s administrative, custodial and consulting services throughout the Bank and Trust marketplace. Paul is also the manager of our Roadways to Retirement program. Paul holds a Bachelor of Science in Business Administration from the University of New Hampshire, with a second major in Music Performance. He holds the Certified Employee Benefit Specialist (CEBS) designation from the International Foundation of Employee Benefit Plans, and a certificate from the Securities Industry Institute offered at the Wharton School.
Linda S. Pritchard Linda S. Pritchard joined Benefit Plans Administrators in 1981, where she has been involved with all aspects of pension administration. Linda holds an Bachelor's degree from the University of Connecticut. She regularly attends Continuing Education seminars to further her knowledge of pension administration and keep abreast of changes in the pension industry. Linda was promoted to Director of Operations when the company was acquired by Community Bank Systems, Inc. in 1996.
Kenneth N. Winter Kenneth N. (Ken) Winter, joined BPA as Senior Programmer in May, 1998. He began his plan administration career at Bankers Trust Company in New York City in June, 1968. He worked on Fortune 500 cases, providing accounting and record keeping services. While at Bankers, Ken developed his programming skills and instituted such time and cost saving programs as laser emitted forms, electronic proxy letters and return processing, check and attached statement printing, and electronic job submission to reduce batch job errors.
Donna M. Merritt, QKA Donna M. Merritt joined BPA as a Pension Administrator in 1988, where she has been involved with all aspects of defined contribution pension administration. Donna holds a Bachelor's degree from the SUNY College of Technology. She regularly attends Continuing Education seminars to further her knowledge of pension administration and keep abreast of changes in the pension industry. Donna was promoted to Manager of the Daily Valuation Processing Department when the company was acquired by Community Bank System, Inc. in 1996.
Sean K. Arnold, QKA Sean K. Arnold, Product Manager is currently responsible for FREEDOM Savings Plans (our automatic enrollment solution) and for IRA services, including the AutoRollovers product line. In addition, Sean provides sales support for the organization. As Product Manager, Sean is responsible for product development, implementation and sales and marketing of assigned product initiatives. In his previous role as Manager of Consulting Services, Sean has handled all aspects of Plan administration on a wide range of Plans including Profit Sharing, 401(k), Money Purchase and Employee Stock Ownership Plans. As Manager, Sean was responsible for coordinating the efforts of the Plan Consultants, as well as, for Plan design, consulting and compliance testing for his own client base. In May, 2001 he was awarded the designation of Qualified 401(k) Administrator (QKA) for his completion of a series of tests designed by the American Society of Pension Actuaries (ASPA), demonstrating his proficiency in Defined Contribution administration. He holds a Bachelor’s degree in Business Administration from the State University of New York Institute of Technology at Utica/Rome. He is a member of the American Society of Pension Actuaries and currently sits on the Tax-Exempt / Government Entities Government Affairs subcommittee. He regularly attends Continuing Education seminars to further his knowledge of retirement plan administration and to keep abreast of changes in the retirement plan industry.
Vicky A. Freeman Vicky A. Freeman is Manager of the Conversion Department. That Unit is responsible for all aspects of new account setup including documentation, programming, reconciliation, census, and fund and data migration.
Wendy L. Wilson, CPC, QKA, QPA Wendy L. Wilson is Manager of Consulting Services at BPAH. In August, 2000 she was awarded the designation of Qualified Pension Administrator (QPA) for her completion of a series of tests designed by the American Society of Pension Actuaries (ASPA), demonstrating her proficiency in Defined Contribution and Defined Benefit pension administration. In May, 2001 she was awarded the designation of Qualified 401(k) Administrator (QKA). In August 2004 she was awarded the designation of Certified Pension Consultant (CPC).
Ronald T. Sierak Ron joined Benefit Plans Administrators as a pension administrator in 1981, where he was involved with all aspects of qualified plan administration including plan design, consulting, compliance testing and 5500 preparation. He became manager of the defined contribution unit in 1986 and held that position until he moved into the sales unit in 2001. In the sales unit he is responsible for bringing in new business by working closely with assigned broker/dealers. He also is used as a major resource for plan document and administration issues.
John L. Savage, CPA John Savage joined BPA in April, 2000. John is a Certified Public Accountant with over 19 years experience serving a wide range of clientele throughout Upstate New York. John holds a BS degree from the State University of New York, and became a licensed CPA in 1988. He is a former President of the New York State Society of CPA's, Utica Chapter.
Sunny J. Duncan, MBA Sunny Duncan joined BPA in 2000 as a New Business Consultant. She has over 20 years experience in the design and administration of retirement Plans. She received both her undergraduate degree and MBA from Syracuse University. Before joining BPA, Sunny was Vice President of a west coast M&A firm where she specialized in ESOP feasibility studies and employee communications. She then founded a retirement plan administration company in upstate NY supporting 401(k) and other types of defined contribution plans. Sunny has served on the Board of the National Center for Employee Ownership, served on the ESOP Association Communication Committee, lectured and written numerous articles on retirement plan issues.
Kay McManus, AIF
® Kay is developing the presence of BPAH in the southern region of the country, increasing awareness of the company’s pension consulting and administrative services available to plan sponsors of all sizes through bank and trust company relationships. Kay is based out of our Houston office. Before she joined BPAH in October of 2006, Kay had over 14 years experience working with July Business Services, AIM Management Group, FISERV Investors Services, Inc. Additionally, she was a NASD/SEC securities principal and agency supervisor for MML Investors Services, Inc. Through further studies and passing of exams, she was awarded the Accredited Investment Fiduciary (AIF®) designation. Kay graduated from Kingwood College with honors.
Lisa Bennett, QKA Lisa Bennett is the Regional Manager of Consulting of BPAH, Utica. In November 2004 she was awarded the designation of Qualified 401(k) Administrator (QKA) for her completion of a series of tests designed by the American Society of Pension Actuaries (ASPA), demonstrating her proficiency in Defined Contribution pension administration. Lisa has handled all aspects of Plan administration on a wide range of Plans including Prevailing Wage, Profit Sharing, 401(k), and Money Purchase Plans. As a Plan Consultant, Lisa is responsible for Plan design, consulting and compliance testing. She holds a Bachelor’s degree in Accounting from the State University of New York Institute of Technology at Utica/Rome. She is a member of the American Society of Pension Actuaries and regularly attends Continuing Education seminars to further her knowledge of pension administration and keep abreast of changes in the pension industry.
Amy Shaub Amy is a Senior Plan Consultant and the Regional Manager in our Pittsburgh branch office. Amy has handled all aspects of Plan administration on a variety of Plans including Profit Sharing, 401(k) Employee Stock Ownership Plan and Money Purchase Plans. As Regional Manager, Amy is responsible for assisting with coordinating the efforts of the Pittsburgh Plan Consultants as well as Plan design, consulting and compliance testing for her own client base.
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