Your Money. Your Terms – How to Avoid Paying the 10% Penalty on Retirement Savings Withdrawals – Part 1 QDRO
Avoid Paying the 10% Penalty on Retirement Savings Withdrawals with a Qualified Domestic Relations Orders (QDRO). Applies to IRAs and tax reporting.
Sep 27, 2016
Using a QDRO to Withdraw Retirement Savings without a 10% Penalty There are numerous exceptions to the 10% penalty on retirement savings. In this series, we will help educate consumers on...
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Team Leader Profile – Stephen S. Hand
Meet BPAS Team Leader Stephen S. Hand who talks about collective investment funds and opportunity in Texas.
Aug 30, 2016
President, Hand Benefits & Trust, a BPAS Company At BPAS our team leaders play a crucial role in shaping the present and future of our company. But beyond their titles and...
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Five Ways to Withdraw Your Retirement Savings Early – Part 5
Exceptions to 10% penalty on early distributions from retirement accounts. Includes beneficiary distributions, Inherited Qualified Plan Assets & IRA Assets.
Aug 16, 2016
Use Beneficiary Distributions to withdraw from your retirement savings before age 59 1/2 without a 10% penalty. There are numerous exceptions to the 10% penalty on early distributions from retirement accounts. ...
Read moreClearing The Fog: A New Tool for Plan Sponsors
With new Department of Labor regulations, BPAS has created “Clearing the Fog” a new tool for plan sponsors to determine key issues related to their plan.
Aug 02, 2016
Revisiting Regulations Considering new Department of Labor fiduciary regulations taking effect in 2017, most retirement service providers are performing a comprehensive review of their business models and strategies, including their deliverables...
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Team Leader Profile: Alfredo Matheu
Meet BPAS Team Leader and President, BPAS Trust Company of Puerto Rico, Alfredo Matheu.
Jul 26, 2016
President, BPAS Trust Company of Puerto Rico From basketball to retirement plan administration. Meet BPAS Team Leader Alfredo Matheu. 1. What experiences lead you to become a BPAS Team Leader? Before...
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Team Leader Profile – Maryann Geary
Meet BPAS Team Leader and EVP, BPAS Plan Administration & Recordkeeping Services,Maryann Geary.
Jul 12, 2016
EVP, BPAS Plan Administration & Recordkeeping Services At BPAS our team leaders play a crucial role in shaping the present and future of our company. But beyond their titles and official...
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Department of Labor to Get Cost-of-Living Increase
Department of Labor Penalties will go up after August 1st, 2016 in order to adjust for inflation.
Jul 08, 2016
The Department of Labor recently published an interim final rule to adjust for inflation the civil monetary penalties enforceable by the department. The penalty amounts are being adjusted for inflation in...
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BPAS Partner Conference 2016 Slide Presentations
A brief recap of the 3rd Annual BPAS Partner Conference. Presentation slide decks available for download.
Jun 28, 2016
The “City of Brotherly Love” became the “City of Fiduciary Partner Education” when the 3rd Annual BPAS Partner Conference came to Philadelphia from June 6th – 8th. More than 200 representatives...
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Five Ways to Withdraw Your Retirement Savings Early – Part 4
Use Corrective Distributions to withdraw from your retirement savings before age 59 1/2 without a 10% penalty.
Jun 14, 2016
Use Corrective Distributions to withdraw from your retirement savings before age 59 1/2 without a 10% penalty. Continuing in our series on exceptions to the 10% withdrawal penalty, we identify corrective...
Read more6 Reasons to Attend the 2016 BPAS Partner Conference
6 Reasons to attend the 2016 BPAS Partner Conference in Philadelphia June 6 – 8, 2016.
May 31, 2016
At BPAS, we’re busy getting ready for our third annual partner conference. It will be held on June 6, 7, and 8, 2016, at the Hilton at Penn’s Landing in Philadelphia,...
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