Don’t Turn Off Your Faucet: A Political Opinion on Retirement Policy vs. Tax Policy
Learn more about TDE in this political opinion on retirement policy vs. tax policy.
Jul 28, 2014
About half the people I work with were born after I started my job here, so it’s become apparent that what I still think of as pop culture is now simply...
Read moreDueling Circuits – Affordable Care Act Update
District of Columbia Circuit Court of Appeals has ruled against the Obama administration’s interpretation of a key provision of the Affordable Care Act.
Jul 22, 2014
A three judge panel from the District of Columbia Circuit Court of Appeals has ruled against the Obama administration’s interpretation of a key provision of the Affordable Care Act. The D.C....
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Benefit Planning for Married Same-Sex Couples
Same-sex married couples have an interest in retirement planning as it relates to circumstances where marital status is relevant to the payment of benefits.
Jul 22, 2014
The number of states recognizing same-sex marriage has now risen to nineteen (and the District of Columbia) with nearly 44 percent of the nation’s population living where marriage equality is law....
Read moreDid You Know…You May be Eligible for Double Maximum Pension Tax Deductible Contributions?
Read this article to find out if you may be eligible for double maximum tax deductible contributions!
Jun 28, 2014
A business owner can accumulate about $2,600,000 in a traditional defined benefit or cash balance plan. To illustrate these results, let us assume that the company owner is age 52 and is...
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Did You Miss the Required Minimum Distribution Deadline?
Did you miss the required minimum distribution deadline? Learn about the consequences of missing the deadline and how you can avoid them.
Jun 23, 2014
So, what is a “required minimum distribution” (RMD)? Basically, the IRS requires that owners of tax deferred retirement accounts begin withdrawing (and paying taxes on) minimum amounts each year upon attaining...
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Rethinking Automatic Enrollment
Automatic enrollment is one way employers can help participants to do what they need to do.
Jun 16, 2014
To say I disliked a trip to the dentist when I was a kid would be an understatement. I’m not sure if it was the needles or the drills I hated...
Read morePartner Conference Slide Decks
Here are all of the slide decks from the BPAS Partner Conference.
Jun 13, 2014
Thank you to all who attended the BPAS Partner Conference earlier this month (June 9-11, 2014). We’ve compiled all of our sessions’ slide decks to make it easy for you to...
Read moreBPAS Partner Conference- Key Takeaways from Maryann Geary
Here are some of the main takeaways from Maryann Geary's talk this morning at the BPAS Partner Conference.
Jun 10, 2014
Here are some of the main takeaways from Maryann Geary’s talk this morning at the BPAS Partner Conference. 1. Automating an DC plan can result in substantial rewards for both the...
Read moreBPAS Partner Conference- Key Takeaways from Paul Neveu
Here are some key takeaways from Paul Neveu's talk at the BPAS Partner Conference.
Jun 09, 2014
Here are some key takeaways from Paul Neveu’s talk at the BPAS Partner Conference. Defined Contribution retirement assets doubled since 2000 Automatic enrollment has shown a measurable increase in participation rates,...
Read moreBPAS Partner Conference- Key Takeaways from Barry Kublin
Here are some of the key takeaways from Barry Kublin's opening talk at the BPAS Partner Conference.
Jun 09, 2014
Here are some of the key takeaways from Barry Kublin’s opening talk at the BPAS Partner Conference. Thank you for Partnering with BPAS in improving the retirement readiness of our clients’...
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