The President’s Executive Order to Secure America’s Retirement
Here’s how President Trump’s recently signed executive order will effect many of the same changes that are contained within the Retirement Enhancement and Savings Act.
Sep 20, 2018
This post was written by Sean Arnold Addressing the Retirement Gap President Trump’s recently signed executive order (see this article) appears to seek to effect many of the same changes that...
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A Quick and Cost-Effective Way to Access Your VEBA/HRA Funds: the Benefit Debit Card for Mail-order Rx Copays
Looking for a quick and cost-effective way to access your VEBA/HRA funds? We’ve got a solution for you.
Sep 11, 2018
This post was written by Karni Adamson, Senior Sales Relationship Manager, for BPAS VEBA & HRA/HSA Services. With healthcare costs on the rise, we’re always looking for ways to save. For...
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Why You Should Choose BPAS as Your ESOP/kSOP Provider
There aren’t many administration firms that really understand ESOPs and kSOPs. But we do. Read this blog post to find out how we can help.
Aug 28, 2018
Do you feel like a fish out of water with your current ESOP/kSOP provider? If you feel like your current ESOP/kSOP provider doesn’t really get you, you’re not alone. Few administration...
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How an HSA Can Help With Retirement Savings
Aug 07, 2018
In 2018 it was estimated that a couple in retirement will have $275,000 in out of pocket medical expenses! Did you know that an HSA can be used as an investment...
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BPAS Adds HSA Sales Specialist
BPAS announced today that Hannie Spitzack has joined the firm as its Health Savings Account (HSA) Sales Specialist.
Aug 02, 2018
Utica, NY (July 30, 2018) — BPAS, a leading national provider of retirement plan and fund administration; transfer agency; collective investment fund; and other institutional trust services, announced today that Hannie Spitzack...
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ABG to Host Code Section 199A Webinar
Jul 12, 2018
Are you familiar with the IRC Section 199A deduction for qualified business income? You may be surprised to learn about its interaction with qualified retirement plans. Find out more out more on August...
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BPAS Names SVP of Fiduciary Services
Jul 09, 2018
Utica, NY—July 6, 2018. BPAS, a leading national provider of DB, DC, HRA, and HSA plan administration, transfer agency, and collective investment fund and fiduciary services, has named Greg Woods, CIMA® as...
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2018 BPAS Partner Conference Speaker Profile: Marcia Wagner
Find out more about one of the speakers at this year’s BPAS Partner Conference and the principal of The Wagner Law Group, Marcia Wagner.
May 15, 2018
The BPAS Partner Conference is just around the corner and this year, attendees can look forward to speeches from several of the nation’s top attorneys. We decided to put the spotlight...
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6 Reasons Why You May Need an IRA Along With Your 401(k)
Here are our top 6 reasons why you may want to consider opening an IRASelect IRA account as a companion to your 401(k) savings account.
May 09, 2018
There may be a number of benefits to taking advantage of an IRA account, even if you are participating in your employer’s 401(k) or other type of retirement plan. Following are...
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How to Designate Your Beneficiaries
Read this blog post to find out about the different types of beneficiaries and how to designate your own beneficiaries.
Apr 17, 2018
If I had to estimate, I’d say one out of every 25 participants I talk to after a meeting will mention in conversation their recent engagement, marriage or new baby. My...
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