BPAS Receives Solution Visionary Award
BPAS has received the Solution Visionary Award from Wex Health for its work creating progressive solutions in VEBA HRA/HSA Services.
Apr 29, 2016
Utica, NY—April 22, 2016. BPAS, a leading national provider of retirement plan administration services, has received the Solution Visionary Award from Wex Health (formerly Evolution1). According to Wex Health, the Solution...
Read moreEarly Withdrawal Penalty Exceptions Series – Part 3
Educate on age-based exceptions to 10% penalty on early distributions from accounts. Permissible withdrawals and Eligible Automatic Contribution Arrangements.
Apr 26, 2016
Early Withdrawal – Permissible Withdrawals Continuing in our series on exceptions to the 10% early withdrawal penalty, we identify permissible withdrawals as another exception. The Pension Protection Act of 2006 (PPA),...
Read moreFive Ways to Withdraw Your Retirement Savings Early – Part 3
Educate on age-based exceptions to 10% penalty on early distributions from accounts. Permissible withdrawals and Eligible Automatic Contribution Arrangements.
Apr 26, 2016
Use permissible withdrawal exemptions to withdraw from your retirement savings before age 59 1/2 without a 10% penalty. Continuing in our series on exceptions to the 10% early withdrawal penalty, we identify permissible...
Read moreThe Empire’s Death Star is Destroyed
The Force (of Industry Leaders) saves small-business retirement plans as IRS withdraws controversial portion of proposed nondiscrimination testing regulations.
Apr 21, 2016
The Force (of Industry Leaders) saves small-business retirement plans as IRS withdraws controversial portion of proposed nondiscrimination testing regulations. A New Hope (For Small Business Owners) In a twist of irony,...
Read moreEarly Withdrawal Penalty Exceptions Series – Part 2
We educate consumers on the lesser known age based exceptions to the 10% penalty on early distributions from retirement accounts. Includes Age 59 ½, Public Sector Employees, Retirement and 1099 Reporting.
Apr 12, 2016
Early Withdrawal 10% Penalty Exception – Age With the second installment in our series outlining exceptions to the 10% withdrawal penalty, we will discuss how to avoid the early withdrawal penalty...
Read moreFive Ways to Withdraw Your Retirement Savings Early – Part 2
We educate consumers on the lesser known age based exceptions to the 10% penalty on early distributions from retirement accounts. Includes Age 59 ½, Public Sector Employees, Retirement and 1099 Reporting.
Apr 12, 2016
Use age-based exemptions to withdraw from your retirement savings before age 59 1/2 without a 10% penalty. With the second installment in our series outlining exceptions to the 10% withdrawal penalty, we...
Read moreSerendipity and the QACA
A Qualified Automatic Contribution Arrangement (QACA) provides automatic enrollment, automatic escalation feature, and modified safe harbor matching contribution.
Mar 29, 2016
A Better 401k Serendipity. It doesn’t happen everyday, but when it does, it’s as sweet as the frozen hot chocolate they serve at the iconic Upper East Side eatery. Recently a...
Read moreEarly Withdrawal Penalty Exceptions – Part 1
We educate consumers on the lesser known exceptions to the 10% penalty on early distributions from retirement accounts. Includes IRAs, disability, 1099-R, and form 5329.
Mar 15, 2016
Early Withdrawal 10% Penalty Exception – Disability There are numerous exceptions to the 10% penalty on early distributions from retirement accounts. In this series, we will help educate consumers on many...
Read moreFive Ways to Withdraw Your Retirement Savings Early – Part 1
We educate consumers on the lesser known exceptions to the 10% penalty on early distributions from retirement accounts. Includes IRAs, disability, 1099-R, and form 5329.
Mar 15, 2016
Use disability-based exemptions 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. In...
Read moreBPAS to Host 3rd Annual Partner Conference
BPAS, a leading national provider of retirement plan administration services is pleased to announce that it will host its 3rd annual Partner Conference.
Mar 09, 2016
Utica, NY—March 8, 2016. BPAS, a leading national provider of retirement plan administration services is pleased to announce that it will host its third annual Partner Conference June 6, 7, and...
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