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...
Read more
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...
Read more
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...
Read more
The New BPAS Roadways Partner Toolbox Is Coming Later This Month
Watch for our new BPAS Roadways Partner Toolbox coming later this month!
Oct 11, 2017
At BPAS, we’re always looking for new ways to help our partners. That’s why we created our Roadways to Retirement Partner Toolbox; to provide a library of tools to build your...
Read more
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...
Read more
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...
Read more
DB 360: A New Direction for the Defined Benefit Plan Market
We are pleased to announce the launch of DB 360, our comprehensive BPAS outsourcing solution for the Defined Benefit market.
Jul 31, 2017
We are pleased to announce the launch of DB 360, our comprehensive BPAS outsourcing solution for the Defined Benefit market. Through the DB 360, we offer fully-bundled retirement plan services to...
Read more
Announcing the BPAS Next-Generation Health Savings Account (HSA)
BPAS announces the launch of its next generation Health Savings Account (HSA).
Jul 25, 2017
BPAS is pleased to announce the release of our next generation BPAS Health Savings Account. This proprietary build off of our nationally-recognized daily-valuation-recordkeeping platform is ideally suited for our 401(k)/403(b) clients....
Read more
Announcing the Launch of the New BPAS.com
BPAS announces the launch of its redesigned, mobile responsive website featuring new content.
Jul 12, 2017
We’re proud to announce the launch of the new BPAS.com website. Whether you’re a Participant, Employer/Sponsor, or Financial Partner, the new BPAS website has been redesigned with your needs in mind....
Read more
2017 BPAS Partner Conference
Jun 26, 2017
On June 5-7 BPAS hosted its 4th Annual Partner Conference in Philadelphia, PA. During the 3-day conference held at the Hilton at Penn’s Landing, BPAS welcomed over 200 attendees to the...
Read more