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Part III | The SECURE Act 2.0: What You Need to Know

Feb 02, 2023

Feb 02, 2023 Ken Prell Financial News SECURE 2.0 Act

Below is part three of our five-part blog series on the Act. Read part one + two here. Be sure to bookmark www.bpas.com/blog! The SECURE 2.0 Act of 2022 (the Act)...

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Part II | The SECURE Act 2.0: What You Need to Know

Jan 26, 2023

Jan 26, 2023 Ken Prell Financial News SECURE 2.0 Act

Below is part two of our five-part blog series on the Act. Read part one here. Be sure to bookmark www.bpas.com/blog! The SECURE 2.0 Act of 2022 (the Act) was signed...

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The SECURE Act 2.0: What You Need to Know

Jan 19, 2023

Jan 19, 2023 Ken Prell Financial News SECURE 2.0 Act

The SECURE 2.0 Act of 2022 (the Act) was signed into law by President Biden on December 29, 2022 as part of the Consolidated Appropriations Act of 2023. The bipartisan legislation...

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Pensions: Review & Preview

Nov 11, 2022

Nov 11, 2022 William Stuart Actuarial & Pension

As we turn our clocks back, let’s take a minute to reflect. 2022 has been quite a year. Here are a few of the things we’ve seen: Aggressive interest-rate increases in...

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Is it Possible to Catch up on Saving for Retirement?

Nov 07, 2022

Nov 07, 2022 Jason Disco Cash Balance Plans

Studies show that participants are unprepared for retirement. How do we help them? It’s tough because there are so many variables to saving for retirement so there is no magic dollar...

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IRS Announces 2023 Cost-of-Living Adjustments

Oct 25, 2022

Oct 25, 2022 Renee House Practical Guides COLA

Last week, the IRS announced the 2023 Cost of Living Adjustments for retirement and benefit accounts. 2023 Cafeteria Plan and Qualified Transportation Benefit maximums are listed in IRS Rev. Proc. 2022-38....

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Bearing Through A Bear Market

Oct 21, 2022

Oct 21, 2022 Joe McCabe Plan Participants Financial Education

Have you looked at your retirement account recently? If you have, I’ll bet you looked at your account balance and thought, “Why is my account balance less than it was at...

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BPAS Launches Dynamic Financial Planning Tool for Participants

Jul 19, 2022

Jul 19, 2022 Paul Neveu Retirement Planning Uncategorized

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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NAPA Advisors Choice Awards

BPAS Earns Top Spots in NAPA Advisor Choice Awards

Jun 07, 2022

Jun 07, 2022 Paul Neveu News and Events

Utica, NY (June 6, 2022) — BPAS, a leading national provider of retirement plans, benefit plans, fund administration, and collective investment trusts has earned top spots among the National Association of Plan...

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Form 5500 Schedule H – Accounting Changes Looming

Employee Benefit Plans that file Form 5500 Schedule H may find that changes in Accounting Standards will require additional efforts.

Nov 19, 2021

Nov 19, 2021 William Stuart Regulations & Compliance

Employee Benefit Plans that file Form 5500 Schedule H may find that changes in Accounting Standards will require additional efforts to ensure that the audit process goes smoothly and that government...

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