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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Celebrate 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...
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How 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...
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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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Updated HSA Contribution Limits for 2025
The IRS has released updated numbers for HSA contributions in 2025, along with the minimum deductible and maximum out-of-pocket limits.
May 14, 2024
Health Savings Accounts (HSAs) are a valuable tool for managing healthcare costs while enjoying tax benefits. As we move into 2025, it’s essential to understand the updated contribution limits set by...
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A Year-End Guide to IRA Contributions
Now is the perfect time to make a tax-deferred contribution and give yourself the gift of financial growth!
Nov 21, 2023
Now is the perfect time to make a tax-deferred contribution and give yourself the gift of financial growth! In the realm of retirement planning, Individual Retirement Accounts (IRAs) play a crucial...
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A Comprehensive Guide to Navigating Open Enrollment: Part Two
Your choices during open enrollment can have a profound impact on your health, financial security, and peace of mind.
Nov 20, 2023
Open enrollment season is upon us, and it’s that time of year when you have the opportunity to review, renew, and make choices that can significantly impact your financial and healthcare...
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Unpacking the 2024 Cost-of-Living Adjustments
The IRS announced the 2024 Cost-of-Living Adjustments (COLA), setting the stage for new considerations in managing personal finances.
Nov 14, 2023
The Internal Revenue Service (IRS) announced the 2024 Cost-of-Living Adjustments (COLA), setting the stage for new opportunities and considerations in managing personal finances. In this blog post, we’ll delve into the...
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