Pensions: Review & Preview
Nov 11, 2022
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...
Read moreStudies 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
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
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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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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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...
Read moreUpdated 2024 There is a national trend in the ever-evolving healthcare industry that is creating potential control group retirement plan compliance headaches for unsuspecting hospitals. Many hospitals across the country have...
Read moreA Better 401(k)
Mar 29, 2016
Update 2024 – It’s fun to revisit blog posts from the past – in this article, I make the case for the Qualified Automatic Contribution Arrangement (QACA). The QACA remains a...
Read moreUpdated 2024 The popularity of cash balance plans for small businesses continues to grow and as we consult with prospective clients and their investment advisors, the second biggest decision after deciding...
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