How to Designate Your Beneficiaries
Read this blog post to find out about the different types of beneficiaries and how to designate your own beneficiaries.
Apr 17, 2018
If I had to estimate, I’d say one out of every 25 participants I talk to after a meeting will mention in conversation their recent engagement, marriage or new baby. My...
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BPAS Acquires Puerto Rico’s HR Consultants
Apr 09, 2018
News Release _____________________________________________________________________________________ FOR IMMEDIATE RELEASE Media Contact: Barry Kublin, CEO 315-292-6900 | [email protected] BPAS ACQUIRES PUERTO RICO’S HR CONSULTANTS HR Consultants (SA), LLC in Puerto Rico has joined...
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Texas-based External Wholesaler Joins BPAS
BPAS is excited to announce that Joe Long has joined the team as a Texas-based external wholesaler.
Mar 27, 2018
BPAS is happy to announce that Joe Long has joined the team as a Texas-based external wholesaler. Long is replacing Kay McManus and will market BPAS retirement plan services in partnership...
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Registration for the 5th Annual BPAS Partner Conference is open!
Here’s what you can expect from the 5th Annual BPAS Partner Conference.
Mar 06, 2018
Mark your calendars and register now for the 2018 BPAS Partner Conference. Join us for 3 days packed with information, ideas, and tools that will help put you on the path...
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Market Fluctuations
Here are some thoughts to consider when reviewing your investments during a market downturn.
Feb 13, 2018
I was driving for about a year when I received my first speeding ticket. Do-gooder that I am, I was a bit dramatic about it, especially as I explained it to...
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New Year / New Education Strategy
If you are looking to enhance your education strategies consider addressing some of the topics in this post.
Jan 23, 2018
Most retirement plan advisors who are responsible for employee education are experts in conducting enrollment meetings and answering questions related to establishing accounts, explaining the benefits of pre-tax deferral, etc. But...
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BPAS Transaction Tips
When talking to participants, I often receive questions about transactions. Here are some of those questions to help you in completing transactions.
Jan 16, 2018
When talking to participants, I often receive questions about transactions. I’ve compiled some of those questions into this post to help you in completing transactions. How do I make trades in...
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Infographic: Understanding Health Savings Accounts (HSAs)
Check out this infographic to find out everything you need to know about Health Savings Accounts (HSAs).
Jan 09, 2018
Enrolled in a High-Deductible Health Plan? Good news! With a Health Savings Account (HSA), you can save money tax free for eligible healthcare expenses. In the infographic below, we tell you...
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Defined Benefit Plan Administration Outsourcing
Plans are becoming more complex as new laws take effect, and many companies just don't have the resources on staff to easily manage their pension plans.
Jan 02, 2018
More and more employers are outsourcing the administration of their Defined Benefit Pension Plans. Defined Benefit Plan Administration has a different meaning to different people. Benefit calculation and certifications; plan sponsor...
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Keeping Plan Participant Retirement Accounts Secure with Email Validation
An easy way to help prevent fraudulent retirement account activity is for plan participants to add a current, valid email address to their account.
Dec 26, 2017
One of the easiest ways to help prevent fraudulent retirement account activity is for plan participants to add a current, valid email address to their account. With an email address on record, BPAS will...
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