BPAS Partner Conference Sponsor Spotlight: Federated Investors
Find out more about Federated Investors in our Partner Conference Sponsor Highlight.
Jun 03, 2014
Federated Investors is a Platinum Sponsors for the upcoming BPAS Partner Conference. Learn more about them right here! 1. Tell us about your company? A financial pioneer since 1955, Federated is...
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BPAS Partner Conference Speaker Q&A: Paul Neveu
Learn a little bit more about Paul Neveu. He will be speaking at our 2014 BPAS Partner Conference!
May 29, 2014
Paul Neveu is Senior Vice President, Director of Sales and Marketing for BPAS. In this role, he directs our overall efforts to build partnerships with financial intermediaries and oversees our national...
Read moreHighly Compensated Employee Versus Key Employee: What’s the Difference?
There seems to be a great deal of confusion surrounding the determination of Key Employees and Highly Compensated Employees (HCEs):
May 26, 2014
There seems to be a great deal of confusion surrounding the determination of Key Employees and Highly Compensated Employees (HCEs): Are they one and the same? Why do we need to...
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BPAS Partner Conference Speaker Q&A: Maryann Geary
Maryann is a Senior Vice President, Plan Administration Services with more than 27 years experience in retirement plan services. Prior to joining BPAS, Maryann was a principal in a regional TPA firm.
May 21, 2014
Maryann is a Senior Vice President, Plan Administration Services with more than 27 years experience in retirement plan services. Prior to joining BPAS, Maryann was a principal in a regional TPA...
Read moreData Accuracy – Best to Get it Right the First Time
How important is it that you share correct data with your record-keeper? Let’s look at an example of what can happen with the plan’s non-discrimination testing first.
May 19, 2014
DATA. Yes, It’s a Four-letter Word. In fact, we hate using it so much that entire departments in companies all over the world went from being called “Data Processing” to “Information...
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BPAS Partner Conference Speaker Q&A- Barry Kublin
Barry Kublin is the President of Benefit Plans Administrative Services, Inc. (BPAS) Since 1996, he has led the Company through several new product initiatives and acquisitions that have resulted in BPAS being recognized as an industry leader in retirement plan solutions for plan sponsors and participants.
May 14, 2014
Barry Kublin is the President of Benefit Plans Administrative Services, Inc. (BPAS) Since 1996, he has led the Company through several new product initiatives and acquisitions that have resulted in BPAS...
Read moreUnderstanding the Difference Between Eligibility and Allocation Conditions
Two provisions that are commonly misunderstood and incorrectly used interchangeably are: Eligibility Requirements and Allocation Conditions.
May 12, 2014
Two provisions that are commonly misunderstood and incorrectly used interchangeably are: Eligibility Requirements and Allocation Conditions.
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BPAS Partner Conference Speaker Q&A- Vince Spina
With our BPAS Partner Conference coming up soon, we thought it would be a good idea to show you a little bit more about our BPAS speakers. This week's interview is with Vince Spina and involvement at the conference.
May 07, 2014
With the BPAS Partner Conference coming up soon, we thought it would be a good idea to show you a little bit more about our BPAS speakers. This week’s interview is...
Read moreYou’ve Just Inherited A Retirement Account…Now What?
Congratulations! You've inherited a retirement account! What do you next? Here are three options.
May 05, 2014
Congratulations! You’ve inherited a retirement account! What do you do next? Here are three options. Option 1: Open An Account Called An Inherited IRA With this option, you can rollover the...
Read more3(21) Or 3(38) Fiduciaries – What’s In A Number?
Find out what is so important about different types of fiduciaries.
Apr 28, 2014
I recently had the opportunity to assist a client in the search for a new investment consultant for their Defined Benefit Pension and 401(k) Profit Sharing Plans. Part of the discussion...
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