3(21) Or 3(38) Fiduciaries – What’s In A Number?
Find out what is so important about different types of fiduciaries.
Apr 28, 2014
I recently had the opportunity to assist a client in the search for a new investment consultant for their Defined Benefit Pension and 401(k) Profit Sharing Plans. Part of the discussion...
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Top 10 Most Useful Reports for Plan Sponsors
The BPAS website contains many useful reports that should be checked on a periodic basis. These reports are available to help keep clients abreast of participant activity within their plan and to assist in ensuring that employees are taking full advantage of the benefit that your plan offers.
Apr 21, 2014
Many clients forget that the BPAS website contains many useful reports that should be checked on a periodic basis. These reports are available to help keep clients abreast of participant activity...
Read moreFixing Operational Roadblocks In Your Retirement Plan
Recently, the regulatory environment for retirement plan sponsors has become increasingly complex.
Apr 07, 2014
Recently, the regulatory environment for retirement plan sponsors has become increasingly complex. Unfortunately, this complexity can lead to operational errors in qualified plans. Recognizing that even with the best intentions some...
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Health FSA Plans Grace Period For Calendar Year Has Ended!
For those participating in a calendar year Health Flexible Spending Account plan that adopted the grace period, the deadline for incurring expenses against 2013 account balances expired on 3/15/2014.
Mar 31, 2014
For those participating in a calendar year Health Flexible Spending Account plan that adopted the grace period, the deadline for incurring expenses against 2013 account balances expired on 3/15/2014.
Read moreTraditional Defined Benefit Plan or Cash Balance Plan, Which is The Best Way to Go?
There are two general types of pension plans: defined benefit plans and defined contribution plans. Which is the best way to go?
Mar 18, 2014
There are two general types of pension plans: defined benefit plans and defined contribution plans. Defined benefit (DB) plans provide a specific benefit at retirement for each eligible employee, while defined...
Read moreA Practical Guide for Setting Your New Cash Balance Plan’s Interest Crediting Rate
The popularity of cash balance plans for small businesses continues to grow and as we consult with prospective clients and their investment advisors, the second biggest decision after deciding to go forward with adopting the new plan always seems to be the interest crediting methodology.
Mar 03, 2014
The popularity of cash balance plans for small businesses continues to grow and as we consult with prospective clients and their investment advisors, the second biggest decision after deciding to go...
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