What is the Retirement Fairness for Charities and Educational Institutions Act?

The Retirement Fairness for Charities and Educational Institutions Act (S. 4917) is a bill that would allow 403(b) plans to include Collective Investment Trusts (CITs) as an investment option.

Nov 26, 2024

In simple terms, the Retirement Fairness for Charities and Educational Institutions Act (S. 4917) is a bill that would allow 403(b) plans to include Collective Investment Trusts (CITs) as an investment...

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2025 Retirement Plan Contribution Limits

On November 1st, the IRS announced the updated retirement plan contribution limits for 2025. BPAS has a rundown of the key points.

Nov 04, 2024

On November 1st, the IRS announced the updated retirement plan contribution limits for 2025 (included in Notice 2024-80). These changes offer new opportunities for individuals to boost their retirement savings. Here’s...

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BPAS Earns Top Spots in NAPA Advisors’ Choice Awards

For the third consecutive year, BPAS has earned top spots in the National Association of Plan Advisors (NAPA) Advisors’ Choice Awards.

Sep 11, 2024

For the third consecutive year, BPAS has earned top spots in the National Association of Plan Advisors (NAPA) Advisors’ Choice Awards. The annual awards recognize retirement plan recordkeepers that provide “the...

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Balancing the Books and the Mind

Financial stress can take a toll on both our mental and physical health, so incorporating financial planning into your self-care routine can lead to a more balanced life.

Jul 01, 2024

National Self-Care Day is the perfect time to reflect on how we care for ourselves. While self-care often conjures images of spa days, exercise, and mindfulness, an important but often overlooked...

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