Getting the Most out of Your 401(k): Don’t Forget to Rebalance
It’s never too early (or late) to save more for your retirement. Here is tip #5 of our seven-part-series to help participants get the most of their 401(k) plans.
Dec 08, 2014
Here is tip #5 of our seven-part-series to help participants get the most of their 401(k) plans. Nobody knows the future, but everybody can rebalance. Rebalancing your 401(k) is important because...
Read moreGetting the Most out of Your 401(k): Develop a Solid Investment Plan and Follow It
It’s never too early (or late) to save more for your retirement. Tip #4 of our seven-part-series is, develop a solid investment plan and follow it.
Dec 01, 2014
Here is tip #4 of our seven-part-series to help participants get the most of their 401(k) plans. Saving for retirement is about so much more than money. It is about providing...
Read moreGetting the Most out of Your 401(k): Maximize the Plan Match
It’s never too early (or late) to save more for your retirement.
Nov 24, 2014
Here is tip three of our seven-part-series to help participants get the most of their 401(k) plans. We started out the series informing you the best way to start your retirement...
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Getting the Most out of Your 401(k): Save More
It’s never too early (or late) to save more for your retirement.
Nov 19, 2014
This is the second of a seven-part series to help participants get the most of their 401(k) plans. Whether or not your employer offers a 401(k) plan, you can always find...
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403(b) Plans: What is this 15 Year Special Catch-Up Contribution All About?
Learn more on the 403(b) Plan 15 Year Special Catch-Up Contribution and how it works.
Nov 17, 2014
If you’re a participant in, or a plan sponsor of, a 403(b) plan, you may have heard about the “15 Years of Service” (15YOS) special catch-up contribution. This is a unique...
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ACA Reporting – Time to start getting ready!
Start collecting and tracking to complete the reporting requirements under IRS Section 6055 and 6056.
Nov 13, 2014
With 2015 fast approaching, are you ready to start collecting and tracking the necessary data to complete the reporting requirements under IRS Section 6055 and 6056? Requirements include the tracking of...
Read moreGetting the Most out of Your 401(k): Start Saving
It’s never too early (or late) to start saving for your retirement.
Nov 10, 2014
This is the first of a seven-part series to help participants get the most of their 401(k) plans. Does your employer offer a 401(k) plan? Have you been reluctant to get...
Read moreIRS Posts Annual Cost-of-Living Adjustments for 2015
Read this to hear the details of the IRS's announcement on the annual cost-of-living adjustments for 2015.
Oct 24, 2014
Participants in 401(k), 403(b) and most 457 plans may contribute up to $18,000 in 2015 (plus an additional $6,000 for those who will be at least age 50 by the end...
Read moreFor the Youngest of the Baby Boomers, Some Words of Encouragement
The first of the Boomers are now retired or semi-retired and we’re now looking at the 60’s and 70’s in our rear view mirrors.
Sep 16, 2014
This post originally appeared on the Nottingham Advisors blog. Nottingham Advisors is a subsidiary of Community Bank System, BPAS’ parent organization. The author, Kathy Strohmeyer, has 41 years of industry experience....
Read moreWhy Does BPAS Require So Much Data Every Pay Period?
Here are just a few of the benefits of providing all the required census information to BPAS throughout the year.
Aug 25, 2014
“Every pay period when I send my company’s contribution data to BPAS, you require a full census file, including all employees even if they don’t want to utilize the plan. Why...
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