Penalty Relief Program for Late Filing of Form 5500-EZ
Form 5500-EZ returns are used only by plan administrators and plan sponsors of retirement plans that are not subject to the reporting requirements of Title I of ERISA and hence are used to satisfy only the reporting requirements of the Internal Revenue Code.
Jun 16, 2015
Form 5500-EZ returns are used only by plan administrators and plan sponsors of retirement plans that are not subject to the reporting requirements of Title I of ERISA and hence are...
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Tibble v. Edison: What’s an Advisor to do?
Find out what the case of Tibble v. Edison means for you and your fiduciary duties.
May 27, 2015
In Tibble v. Edison International, the Supreme Court was asked to decide whether a claim that fiduciaries breached their duty of prudence was barred by the statute of limitations when the...
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So, How Are We Doing?
We want to know how you think we’re doing with our Blog. Check out the survey at the bottom of the post.
May 18, 2015
For a little over a year, the BPAS Blog has attempted to provide timely, factual and relevant content to our readers, often written with a hint of humor. We want to...
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BPAS Announces Corporate Promotions
BPAS promotes key executives within its defined contribution services division.
May 15, 2015
Utica, NY – May 1, 2015 – BPAS, a national provider of retirement services headquartered in Utica, NY announced today the promotion of two key executives within its defined contribution...
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Setting Up Your Employees for Financial Success
Learn about the most effective retirement automatic enrollment designs for your employees and three common mistakes to avoid.
May 11, 2015
I want you to imagine you’re starting a fitness or weight loss program. However, on this program, you have your own full-time personal trainer, nutritionist, chef, wellness coach, housekeeper, baby sitter,...
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Proposed DoL Fiduciary Rules to be Key Topic for Discussion at the 2015 BPAS Partner Conference
Proposed DoL Fiduciary Rules are to be a key topic for discussion at the 2015 BPAS Partner Conference.
Apr 28, 2015
April 27, 2015- CHARLOTTE, NC — Last week, the Department of Labor (DoL) released a 120-page proposal aimed at redefining who is (and isn’t) a “fiduciary” of an employee benefit plan...
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Your Recordkeeping Responsibility for Hardship Withdrawals and Participant Loans
See which records you are responsible for maintaining in the event of hardship withdrawals and participant loans taken from your retirement plan.
Apr 20, 2015
Every year at this time, I take my shoe-box full of receipts, statements and W-2 forms to my accountant’s office so he can prepare my tax returns. And, every year after...
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Top 5 Things Partners Should Expect from the 2nd Annual BPAS Partner Conference
Here are 5 things you should expect by going to the BPAS Partner Conference in Charlotte, North Carolina.
Mar 16, 2015
At BPAS, we are busy preparing for our 2nd Annual Partner Conference, being held this year in the International Gateway to the South, Charlotte, North Carolina. Here are the top 5...
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ACA’s Excise Tax – What Should Employers Do in 2015?
What Should Employers Do in 2015 for ACA’s Excise Tax?
Mar 02, 2015
Under the Affordable Care Act (ACA), the excise tax is 40% of the excess amount the plan’s health care cost exceeds limits as defined in the legislation. Although the tax...
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ERISA Recapture Accounts: The Eight-Track Player of 2015 (Part 2)
Read this blog post to learn how ERISA Recapture Accounts might not be as safe as you think. Part 2.
Feb 19, 2015
Did you miss part 1 of this series? Read part 1 here before reading this post. So What’s The Alternative To ERAs? The new trend in the industry, which several firms...
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