BPAS Transaction Tips

When talking to participants, I often receive questions about transactions. Here are some of those questions to help you in completing transactions.

Jan 16, 2018

When talking to participants, I often receive questions about transactions. I’ve compiled some of those questions into this post to help you in completing transactions. How do I make trades in...

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Infographic: Understanding Health Savings Accounts (HSAs)

Check out this infographic to find out everything you need to know about Health Savings Accounts (HSAs).

Jan 09, 2018

Enrolled in a High-Deductible Health Plan? Good news! With a Health Savings Account (HSA), you can save money tax free for eligible healthcare expenses. In the infographic below, we tell you...

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Defined Benefit Plan Administration Outsourcing

Plans are becoming more complex as new laws take effect, and many companies just don't have the resources on staff to easily manage their pension plans.

Jan 02, 2018

More and more employers are outsourcing the administration of their Defined Benefit Pension Plans. Defined Benefit Plan Administration has a different meaning to different people. Benefit calculation and certifications; plan sponsor...

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HSA

HSAs Healthy Balance / Healthy Future

While HSAs are designed to help you save for present medical expenses, they can also serve as a powerful tool that allows you to save for the future.

Dec 19, 2017

In our 2 previous HSA posts, we’ve reviewed some of the basic characteristics of a Health Savings Account. Let’s look at how they strike a healthy balance between saving for today...

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HSAs – The Best of Both Worlds

We answer the most frequently asked questions about Health Savings Accounts (HSAs).

Dec 11, 2017

As the cost of health care continues to rise, surely you’re realizing the need to control your health care costs. One of the most effective ways to accomplish this is by...

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Health Savings Accounts (HSAs) 101

We answer the most frequently asked questions about Health Savings Accounts (HSAs).

Dec 04, 2017

Health Savings Accounts (HSAs) have been a popular topic of conversation in recent years. Many see them as a way to offset the rising cost of healthcare, while others sing the...

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Investment Choices

Investment Choices

The average person spends 2.7 - 2.9 hours researching a major appliance but only 2.5 hours making an investment choice in their retirement plan.

Nov 27, 2017

“Change of plans”, he said, “my fridge just broke.” So, on my second date with my now-husband, we went appliance shopping. I didn’t put much thought into it (hey who knows...

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Open Enrollment

Seven Things to Do During Open Enrollment

There’s still time to take advantage of everything that the open enrollment period at your workplace has to offer.

Nov 20, 2017

Open enrollment is coming to an end. But there’s still time to take advantage of everything that the open enrollment period at your workplace has to offer. Here are just seven...

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IRS Announces Cost of Living Adjustments (COLA)

The IRS announced cost of living adjustments (COLA) for 2018. This affects donation limits for pension plans and retirement-related items for tax year 2018.

Nov 13, 2017

Recently, the Internal Revenue Service announced the cost of living adjustments (COLA) for 2018. This affects deferral and contribution limits for defined contribution plans and other retirement and benefit-plan related items...

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