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Deals and People November 16, 2011
BPAS Hires Salesperson to Secure Retirement Plan Business
November 16, 2011 (PLANSPONSOR.com) - Valen Fleming has joined BPAS as a wholesaler in the New York City region.
Reported by Rebecca Moore
Fleming will focus on the Registered Investment Adviser and Broker-Dealer channels, working with financial intermediaries to secure qualified retirement plan business.
Prior to joining BPAS, Fleming spent five years with Oppenheimer Retirement Plan Services. In this capacity, he worked with a range of adviser clients promoting the distribution of Oppenheimer Funds through various recordkeeping platforms. His experience in the RIA and broker dealer channels will allow him to begin working immediately with financial advisers on their retirement plan needs.
BPAS offers retirement plan services in conjunction with Trust Companies, Registered Investment Advisers, Broker- Dealer firms and other financial intermediaries. BPAS provides administration to over 225,000 DC and flexible spending account participants, representing more than 2,500 plan sponsors and over $6.0 billion in retirement plan assets under custody.
For additional information, visit www.bpas.com.