All posts by: BPAS

The BPAS Blog

New Year / New Education Strategy

If you are looking to enhance your education strategies consider addressing some of the topics in this post.

Jan 23, 2018

Most retirement plan advisors who are responsible for employee education are experts in conducting enrollment meetings and answering questions related to establishing accounts, explaining the benefits of pre-tax deferral, etc. But...

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BPAS Transaction Tips

When talking to participants, I often receive questions about transactions. Here are some of those questions to help you in completing transactions.

Jan 16, 2018

When talking to participants, I often receive questions about transactions. I’ve compiled some of those questions into this post to help you in completing transactions. How do I make trades in...

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IRS Announces Cost of Living Adjustments (COLA)

The IRS announced cost of living adjustments (COLA) for 2018. This affects donation limits for pension plans and retirement-related items for tax year 2018.

Nov 13, 2017

Recently, the Internal Revenue Service announced the cost of living adjustments (COLA) for 2018. This affects deferral and contribution limits for defined contribution plans and other retirement and benefit-plan related items...

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Hurricane Harvey Survival

The Houston office of BPAS went into disaster recovery mode at noon on Friday, August 25th as Hurricane Harvey approached the Gulf Coast of Texas.

Sep 06, 2017

From the BPAS Houston Team The Houston office of BPAS went into disaster recovery mode at noon on Friday, August 25th as Hurricane Harvey approached the Gulf Coast of Texas. Our...

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BPAS Hires Midwest Wholesaler

BPAS is pleased to announce that Mike Hahn has joined the firm as an External Wholesaler located in the Midwest.

Aug 23, 2017

BPAS is pleased to announce that Mike Hahn has joined the firm as an External Wholesaler located in the Midwest. Hahn’s focus will be on developing the Midwest market in partnership...

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