It’s Time to Get Serious About Cash Balance Plans
Find out what a cash balance plan is, how it can help small business employers, and how you can find cash balance plan prospects.
Oct 05, 2018
This post was written by Joe Long, an external wholesaler with BPAS who has over 30 years of experience working with small business defined contribution and defined benefit plans. Small business...
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Two HSA Bills Passed by House
The U.S. House of Representatives recently passed two bills, which aim to enhance and expand the use of HSAs. Read this blog post to find out about these bills.
Oct 02, 2018
This post was written by Hannie Spitzack, HSA Sales Relationship Manager. In an ever-changing landscape of laws and regulations, it is important to stay ahead and be aware of any potential...
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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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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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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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