Recap: The SECURE Act 2.0 Webinar
Mar 09, 2023
We recently shared a five-part series on the SECURE 2.0 Act. Previous posts are available at www.bpas.com/blog. Our March 1st webinar was a smashing success! Over 500 attendees joined us for...Read more
Every sponsor of a traditional pension plan or a cash balance plan can be impacted by the effects of COVID-19. The impact of plan investment losses and decline in business revenue...Read more
What H.R. 1865 Means for Health Plans
Jan 09, 2020
On December 20, 2019, President Trump signed H.R. 1865 into law, entitled “Further Consolidated Appropriations Act, 2020.” The legislation is a sweeping funding bill that incorporates the SECURE Act’s numerous provisions...Read more
Over the past several years, Multiple Employer Plans (MEPs) have received quite a bit of attention in Washington, as well as among retirement plan professionals. With varying statistics pointing toward some...Read more
In the Spotlight With Nancy Melcher
As President and CEO (Chief Engagement Officer) of MOR Strategy Partners, Nancy brings invaluable experience and outside-of-the-box thinking about the art and science of optimizing engagement with employer and employee audiences alike.
May 20, 2019
With the 6th Annual BPAS Partner Conference just around the corner, we’re shining the spotlight on one of our new speakers—Nancy Melcher. As President and CEO (Chief Engagement Officer) of MOR...Read more
Retirement Readiness: Preparing for Our Retirement Dream
How far out from retirement you are can have a big impact on your retirement readiness and what steps you can take to try to right the ship if you will. While there is no one quick fix or simple solution to preparing for a successful retirement here are a few tips to help along the way.
May 14, 2019
Many of us struggle with our retirement planning. Am I saving enough? How should I be invested? How much will I need in retirement? Or, perhaps you fall into the camp...Read more
Collective Investment Trusts (CITs) – Not Just For the Large Plan Market!
Use of Collective Investment Trusts (CITs) continues to come down market as even small and mid-sized 401(k) plan sponsors are now demanding access to the vehicle as a lower cost alternative to a mutual fund.
Mar 07, 2019
Use of Collective Investment Trusts (CITs) continues to come down market as even small and mid-sized 401(k) plan sponsors are now demanding access to the vehicle as a lower cost alternative...Read more
Hewitt Joins HB&T CIF Sales
Hand Benefits & Trust (HB&T), a BPAS company, is pleased to announce the addition of Chris Hewitt as its Sales Consultant, Institutional Trust. HB&T is a leading national provider of employee benefit trust services.
Jan 24, 2019
Houston, TX, January 23, 2019 — Hand Benefits & Trust (HB&T), a BPAS company, is pleased to announce the addition of Chris Hewitt as its Sales Consultant, Institutional Trust. HB&T is a leading national provider...Read more
Annual QTA Review to Ensure Compliance
It's important to perform annual reviews of your Qualified Transportation Fringe Benefit plan to ensure compliance. New tax rules regarding employer-provided parking went into effect in 2018. For-profit employers are no longer able to take a deduction for these benefits and non-profits are deemed to have UBTI.
Jan 09, 2019
As we kick off the new year, it’s important to perform an annual review of your Qualified Transportation Fringe Benefit plan to ensure its compliance with applicable law. Changes to employer-provided parking rules New...Read more
Proposed Legislation to Help Workers Build Retirement Savings While Repaying Student Loans
Proposed legislation would help workers build retirement savings while repaying student loan debt. With the Retirement Parity for Student Loans Act, workers could receive an employer matching contribution while repaying loans, as if the loan repayments were a salary reduction contributions to their retirement plan.
Dec 19, 2018
Many Americans face mounting student loan debt and often have to choose repaying the loans over making contributions to their retirement plan to save for the future. Legislation introduced on December 18th...Read more