Experience

Hand Benefits & Trust

• Financial Services
• 1 - 100 Employee

• Senior Vice President

  • Oct 1998 - Present

  As Senior Vice President, I manage trust operations and administration and collective investment fund implementations and administration. Hand Benefits & Trust Company, a BPAS Company, is a state-chartered institutional trust company providing daily valuation accounting and unitization for Collective Investment Funds (CIFs). These portfolios may be for large, trustee-directed plans seeking daily valuation, or for financial intermediaries wishing to offer daily valued collective funds in the marketplace. They can be placed on the NSCC and be traded by virtually any daily valuation recordkeeper. BPAS is a national provider of retirement plan and fund administration, transfer agency, collective investment fund, and other institutional trust services. We support 3,800 retirement plans, $52 billion in trust assets, $1 trillion in fund administration, and more than 400,000 participants. With our breadth of services, we are well positioned to help our clients solve their benefit plan challenges without the need to engage multiple providers. One company. One call. BPAS family of services includes: Plan Administration & Recordkeeping, Actuarial & Pension, TPA, Fiduciary, Healthcare Consulting, VEBA & HRA/HSA, AutoRollovers & MyPlanLoan, Transfer Agency, Fund Administration, and Collective Investment Funds. BPAS subsidiaries include: Hand Benefits & Trust, BPAS Trust Company of Puerto Rico, NRS Trust Product Administration, and Global Trust Company. Specialty retirement plan administration practices include auto enrollment plans, multiple employer plans, plans with employer securities, PR 1081 plans, VEBA/HRA plans, and cash balance plans. As a solutions-oriented national practice, we are committed to Solving Tomorrow’s Benefit Challenges Today.



State Bank of Jewett

• Vice President

  • Jun 1987 - Jun 1997

  1987 - Donie State Bank, purchased by State Bank of Jewett ~1994 1987 - Donie State Bank, purchased by State Bank of Jewett ~1994