Leap Into Retirement Planning
As we celebrate Leap Year, let it serve as a valuable reminder to leap into action when it comes to retirement planning.
Feb 28, 2024
Every four years, we experience an extra day in our calendars, thanks to the phenomenon known as Leap Year. The bonus day can serve as a powerful reminder to take a...
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Tips for a Financially Savvy New Year
Here are five quick tips for making financial New Year’s resolutions!
Dec 18, 2023
Creating intentional and manageable financial goals for the new year is an excellent way to make every dollar count. Here are five quick tips for making financial New Year’s resolutions: Create...
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Utica, NY (July 19, 2022) — BPAS, a leading national provider of retirement plans, benefit plans, fund administration, and collective investment trusts has released version 2.0 of its Roadways Mile Marker...
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2022 IRS Benefit Plan Contribution Limits and Open Enrollment Considerations
With the increased contribution limits and open enrollment occurring at many companies, this may be a great time to review your benefits
Nov 17, 2021
The Internal Revenue Service has announced the 2022 cost of living adjustments for retirement and benefit plans. An overview is listed below, but you can review all of the updates here....
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Salary Deferrals: Dollar or Percent?
Oct 08, 2019
For my niece’s 7th birthday, my husband told me that he’d take care of the birthday money, proudly showing me a $50 bill. She opened up her presents and cards from...
Read moreRetirement Through the Years
My great aunt recently turned 103 years old. From walking to school to watching walks on the moon, from a chicken in every pot to a smart phone in every hand, she’s certainly seen a lot! When we look at retirement through her eyes, that has certainly changed too.
Jun 10, 2019
My great aunt recently turned 103 years old. From walking to school to watching walks on the moon, from a chicken in every pot to a smart phone in every hand,...
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Retirement Readiness: Preparing for Our Retirement Dream
How far out from retirement you are can have a big impact on your retirement readiness and what steps you can take to try to right the ship if you will. While there is no one quick fix or simple solution to preparing for a successful retirement here are a few tips to help along the way.
May 14, 2019
Many of us struggle with our retirement planning. Am I saving enough? How should I be invested? How much will I need in retirement? Or, perhaps you fall into the camp...
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Risk Tolerance and Reaction to Past Market Volatility
In the markets, we had a negative 2018 but started off with strong January 2019 performance. Frankly, I’m a little disappointed about the 2008 data dropping off the fact sheets. Why am I sad to see those numbers go away? Because, I like to use them to gauge a participant’s ability to tolerate risk.
Feb 11, 2019
Even a groundhog can’t predict the future It’s February 2019. Most of us have probably broken or revised our New Year’s resolutions by now. After a few brutally cold days, the...
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Save the Difference
Dec 12, 2018
The IRS recently announced the annual cost of living adjustments for 2019. You can now save up to $3,500 as an individual or $7,000 as a family into your HSA and...
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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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