Jill Casey

Background

About Jill Casey

I am an Enrolled Actuary managing engagements for small to mid-sized clients. I work on every aspect of plan design, administration, consulting and compliance for any small to mid-sized defined benefit plans including traditional and Cash Balance Plans. BPAS is a national provider of retirement plans, benefit plans, fund administration, and collective investment trusts. We support 3,800 retirement plans,$77 billion in trust assets,$1 trillion in fund administration, and more than participants. With our breadth of services, depth of creative talent, and financial resources, we are well positioned to help our clients solve all their benefit plan challenges without the need to engage multiple providers. One company. One call. BPAS is a wholly-owned subsidiary of Community Bank System, Inc.(CBSI, NYSE: CBU). BPAS Family of Services: Plan Administration & Recordkeeping | TPA | Actuarial & Pension | VEBA & HRA/HSA | Fiduciary | AutoRollovers & MyPlanLoan | Healthcare Consulting | Transfer Agency | Fund Administration | Custody | Collective Investment Trusts Specialty Retirement Plan Administration Practices: Auto Enrollment Plans | Multiple Employer Trusts/Plans (MET/MEP)| Plans with Employer Securities | Puerto Rico Section 1081 Plans | VEBA / HRA Plans | Cash Balance Plans | Collective Investment Trusts | Fund Administration BPAS Subsidiaries: Hand Benefits & Trust | NRS Trust Product Administration | Global Trust Company | BPAS Trust Company of Puerto Rico