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...
Read more2025 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...
Read moreChoosing benefits may be one of the biggest and most expensive decisions you’ll make this year. For many, Open Enrollment can often feel overwhelming and stressful, especially if you’re new to...
Read moreToday, the Social Security Administration released its cost of living adjustment (COLA) for 2025, an increase of 2.5%. While this number is essential for those receiving benefits, it can be helpful...
Read moreFall Financial Reset: Conduct a Financial Health Check-Up
Whether you’re planning for retirement or simply trying to stay on top of your budget, here are practical ways to give your finances a thorough check-up.
Sep 26, 2024
When it comes to personal finance, it’s easy to get caught up in day-to-day spending and lose track of the bigger picture. Regular financial check-ups are essential for maintaining long-term stability...
Read moreFederal Reserve Cuts Interest Rates by 50 Basis Points: First Reduction Since 2020
On September 18, the Federal Reserve announced a 50-basis-point cut to the Federal Funds Rate. Learn more on the BPAS Blog!
Sep 24, 2024
The recent Federal Reserve rate cuts have sparked widespread conversation across financial markets and among everyday consumers. As the central bank acts to lower interest rates in response to economic conditions,...
Read moreBPAS 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...
Read moreCelebrate 401(k) Day with BPAS University’s Free Resources
401(k) Day is more than just a reminder to check in on your retirement plan—it’s a call to action. Learn more at BPAS University!
Aug 27, 2024
Happy 401(k) Day! Whether you’re just starting your career or nearing retirement, today is the perfect reminder to take charge of your financial future. Your 401(k) is one of the most...
Read moreHow to Prevent Identity Theft and Financial Fraud: Your Guide to Staying Safe
Whether you’re managing your finances online, shopping, or simply browsing social media, it's essential to stay vigilant.
Aug 20, 2024
In today’s digital age, identity theft and financial fraud are more prevalent than ever. Scammers are constantly devising new ways to steal personal information and access financial accounts, making it crucial...
Read moreBalancing 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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