Fiduciary Rule Delay
May 15, 2017
As anybody reading this should be aware, the DOL has issued a delay of the applicability date of its Fiduciary Rule which was slated to take effect on April 10, 2017....
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A meeting with Charlie Epstein comes with a warning sticker: Be prepared to have your belief systems about how to lead a successful opening and closing meeting turned inside out and...
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5 Reasons to Attend the 2017 BPAS Partner Conference
5 reasons to attend the 2017 BPAS Partner Conference.
May 03, 2017
At BPAS, we’re getting ready for our return to the City of Brotherly Love for our fourth annual BPAS Partner Conference. It will be held on June 5 – 7, 2017,...
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Team Leader Profile – Kathy Harvey
Meet BPAS Team Leader Kathy Harvey who talks about collective investment funds and travel in Texas.
Apr 05, 2017
Senior Vice President – Hand Benefits & Trust, a BPAS Company (HB&T) At BPAS our team leaders play a crucial role in shaping the present and future of our company. But...
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Alliance Benefit Group Manages Doctor Group Merger
Alliance Benefit Group created a 401k plan merging a 12-person Orthopedic practice with 4 other groups creating a 50-person group. BPAS is a member firm.
Mar 21, 2017
The following content was originally posted by Alliance Benefit Group. BPAS is member firm. Alliance Benefit Group is a national network of independently owned retirement plan consulting; investment advisory; health and...
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Great News for Small Group Employers
21st Century Cures Act amends ACA to exclude QSEHRA's, plan from requirements preventing HRAs from reimbursing individual insurance premiums.
Feb 22, 2017
By Scott Wold, Hitesman & Wold, P.A. with interpretation by David Ritchie, Vice President of VEBA Sales, BPAS VEBA & HRA/HSA Services As you’re likely already aware, the Affordable Care Act...
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Announcing the 4th Annual BPAS Partner Conference
4th annual BPAS Partner Conference returns to the Hilton at Penn’s Landing in Philadelphia, PA in 2017 from June 5-7.
Feb 16, 2017
We invite you to join us at the: 4th Annual BPAS Partner Conference June 5 – 7, 2017 Hilton at Penn’s Landing Philadelphia, PA After the overwhelming success of last year’s...
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A Tradition of Giving
BPAS continues its tradition of donating to charitable organizations across the U.S.
Dec 22, 2016
At BPAS, the holiday season gives us time to reflect on the past year and thank those who have helped shape our business. In the spirit of the season, and in...
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BPAS and NRS – A Winning Combination
BPAS announces that parent company Community Bank System, Inc. has entered into an agreement to acquire Northeast Retirement Services, Inc.
Dec 05, 2016
BPAS is pleased to announce that our parent company Community Bank System, Inc. (NYSE: CBU) has entered into an agreement to acquire Northeast Retirement Services, Inc. (NRS), a leading provider of...
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Busy Day for the Regulatory Agencies
Department of Labor and IRS post Conflict of Interest Regulations and other important updates.
Oct 28, 2016
On October 27, 2016 we received important updates from both the Department of Labor and the IRS. From the Department of Labor The Department of Labor, more specifically, the Employee Benefit...
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