HSAs Healthy Balance / Healthy Future
While HSAs are designed to help you save for present medical expenses, they can also serve as a powerful tool that allows you to save for the future.
Dec 19, 2017
In our 2 previous HSA posts, we’ve reviewed some of the basic characteristics of a Health Savings Account. Let’s look at how they strike a healthy balance between saving for today...
Read more
HSAs – The Best of Both Worlds
We answer the most frequently asked questions about Health Savings Accounts (HSAs).
Dec 11, 2017
As the cost of health care continues to rise, surely you’re realizing the need to control your health care costs. One of the most effective ways to accomplish this is by...
Read more
Health Savings Accounts (HSAs) 101
We answer the most frequently asked questions about Health Savings Accounts (HSAs).
Dec 04, 2017
Health Savings Accounts (HSAs) have been a popular topic of conversation in recent years. Many see them as a way to offset the rising cost of healthcare, while others sing the...
Read more
Investment Choices
The average person spends 2.7 - 2.9 hours researching a major appliance but only 2.5 hours making an investment choice in their retirement plan.
Nov 27, 2017
“Change of plans”, he said, “my fridge just broke.” So, on my second date with my now-husband, we went appliance shopping. I didn’t put much thought into it (hey who knows...
Read more
Seven Things to Do During Open Enrollment
There’s still time to take advantage of everything that the open enrollment period at your workplace has to offer.
Nov 20, 2017
Open enrollment is coming to an end. But there’s still time to take advantage of everything that the open enrollment period at your workplace has to offer. Here are just seven...
Read more
IRS Announces Cost of Living Adjustments (COLA)
The IRS announced cost of living adjustments (COLA) for 2018. This affects donation limits for pension plans and retirement-related items for tax year 2018.
Nov 13, 2017
Recently, the Internal Revenue Service announced the cost of living adjustments (COLA) for 2018. This affects deferral and contribution limits for defined contribution plans and other retirement and benefit-plan related items...
Read more
Pensioners Are Not Expected to Live as Long as Previously Assumed
The IRS announced the cost of living adjustments for 2018. This affects donation limits for pension plans and other retirement-related items.
Nov 06, 2017
On October 20, 2017, the Society of Actuaries (SOA) released MP-2017, an updated Mortality Improvement Scale for pension plans. The annually updated scale reflects age adjusted US mortality rates, which increased...
Read more
Contribution Amounts
When it comes to contribution amounts, simplicity is the greatest sophistication.
Oct 30, 2017
Simplicity is the ultimate sophistication. – Leonardo da Vinci Best known as a Renaissance artist, Leonardo Da Vinci also dabbled in the engineering world. His sketches essentially predicted some of today’s...
Read more
Hurricane Maria Tax Filing Relief for Puerto Rico
Recently the IRS issued a statement providing filing deadline relief for taxpayers and Retirement Plan Sponsors located in Puerto Rico.
Oct 24, 2017
Recently the Internal Revenue Service (IRS) issued a statement providing filing deadline relief for taxpayers and Retirement Plan Sponsors located in areas affected by Hurricane Maria. All 78 municipalities in Puerto...
Read more
The New BPAS Roadways Partner Toolbox Is Coming Later This Month
Watch for our new BPAS Roadways Partner Toolbox coming later this month!
Oct 11, 2017
At BPAS, we’re always looking for new ways to help our partners. That’s why we created our Roadways to Retirement Partner Toolbox; to provide a library of tools to build your...
Read more