2015 BPAS Partner Conference Slide Presentations
View the presentations from the 2015 BPAS Partner Conference.
Aug 17, 2015
As many of you know, the BPAS Annual Partner Conference is a national event we host for the benefit of our financial intermediary partners. This year, we spent three days at...
Read moreRetirement Plan News July-August Edition
Retirement distribution advice July-August edition
Aug 10, 2015
It is common practice for financial services firms to contact 401(k) participants who are nearing retirement to discuss rolling over their 401(k) nest egg into an individual retirement account (IRA). Several...
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So, How Are We Doing?
We want to know how you think we’re doing with our Blog. Check out the survey at the bottom of the post.
May 18, 2015
For a little over a year, the BPAS Blog has attempted to provide timely, factual and relevant content to our readers, often written with a hint of humor. We want to...
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BPAS Announces Corporate Promotions
BPAS promotes key executives within its defined contribution services division.
May 15, 2015
Utica, NY – May 1, 2015 – BPAS, a national provider of retirement services headquartered in Utica, NY announced today the promotion of two key executives within its defined contribution...
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Setting Up Your Employees for Financial Success
Learn about the most effective retirement automatic enrollment designs for your employees and three common mistakes to avoid.
May 11, 2015
I want you to imagine you’re starting a fitness or weight loss program. However, on this program, you have your own full-time personal trainer, nutritionist, chef, wellness coach, housekeeper, baby sitter,...
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Proposed DoL Fiduciary Rules to be Key Topic for Discussion at the 2015 BPAS Partner Conference
Proposed DoL Fiduciary Rules are to be a key topic for discussion at the 2015 BPAS Partner Conference.
Apr 28, 2015
April 27, 2015- CHARLOTTE, NC — Last week, the Department of Labor (DoL) released a 120-page proposal aimed at redefining who is (and isn’t) a “fiduciary” of an employee benefit plan...
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Top 5 Things Partners Should Expect from the 2nd Annual BPAS Partner Conference
Here are 5 things you should expect by going to the BPAS Partner Conference in Charlotte, North Carolina.
Mar 16, 2015
At BPAS, we are busy preparing for our 2nd Annual Partner Conference, being held this year in the International Gateway to the South, Charlotte, North Carolina. Here are the top 5...
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ACA’s Excise Tax – What Should Employers Do in 2015?
What Should Employers Do in 2015 for ACA’s Excise Tax?
Mar 02, 2015
Under the Affordable Care Act (ACA), the excise tax is 40% of the excess amount the plan’s health care cost exceeds limits as defined in the legislation. Although the tax...
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The Pros and Cons of Borrowing from Your Retirement Account
Learn the pros and cons of borrowing from your retirement savings.
Dec 29, 2014
The financial gurus in the popular media often attempt to offer advice using broad generalities in an attempt to make their points of view applicable to a wider audience. I tend...
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Getting the Most out of Your 401(k): Leave It Alone Until You Retire
It’s never too early (or late) to save more for your retirement. Here is tip #7 of our seven-part-series to help participants get the most of their 401(k) plans.
Dec 22, 2014
Here is tip #7 of our seven-part-series to help participants get the most of their 401(k) plans. You may be tempted at certain points in your life to dip into your...
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