On Tuesday, October 3rd, the IRS issued Notice 2017-60 which set forth the mortality tables to be used in determining the minimum lump sum present value under IRC Section 417(e) for...
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You’re One in 2.7 Billion!
By keeping a valid email on file, we’re committed to making things more convenient and accessible for you.
Sep 19, 2017
No, that’s not your chances of winning the next big lottery. Chances are, you are one of the 2.7 billion email users in the world. As a participant, you may have...
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Hurricane Harvey Survival
The Houston office of BPAS went into disaster recovery mode at noon on Friday, August 25th as Hurricane Harvey approached the Gulf Coast of Texas.
Sep 06, 2017
From the BPAS Houston Team The Houston office of BPAS went into disaster recovery mode at noon on Friday, August 25th as Hurricane Harvey approached the Gulf Coast of Texas. Our...
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Are Traditional Defined Benefit Plans Coming Back as Variable Annuity Pension Plans?
The Variable Annuity Pension Plan in combination with a 401(k) Profit Sharing Plan may be the answer to a more secure retirement.
Sep 05, 2017
Plan sponsors have moved away from the Traditional Defined Benefit (DB) Plan because of the cost and risks in maintaining these plans. What is a Traditional Defined Plan? A Traditional Defined...
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BPAS Hires Midwest Wholesaler
BPAS is pleased to announce that Mike Hahn has joined the firm as an External Wholesaler located in the Midwest.
Aug 23, 2017
BPAS is pleased to announce that Mike Hahn has joined the firm as an External Wholesaler located in the Midwest. Hahn’s focus will be on developing the Midwest market in partnership...
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Financial Organization
Aug 07, 2017
When I first started driving, I didn’t have a GPS to help guide me. Instead, I had my dad. When I would get lost (which was way more than I’d like...
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DB 360: A New Direction for the Defined Benefit Plan Market
We are pleased to announce the launch of DB 360, our comprehensive BPAS outsourcing solution for the Defined Benefit market.
Jul 31, 2017
We are pleased to announce the launch of DB 360, our comprehensive BPAS outsourcing solution for the Defined Benefit market. Through the DB 360, we offer fully-bundled retirement plan services to...
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Announcing the BPAS Next-Generation Health Savings Account (HSA)
BPAS announces the launch of its next generation Health Savings Account (HSA).
Jul 25, 2017
BPAS is pleased to announce the release of our next generation BPAS Health Savings Account. This proprietary build off of our nationally-recognized daily-valuation-recordkeeping platform is ideally suited for our 401(k)/403(b) clients....
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Your Money. Your Terms – How to Avoid Paying the 10% Penalty on Retirement Savings Withdrawals – First Time Homebuyers Exemption
We show how first time home buyers can withdraw from their IRA to purchase a home.
Jul 20, 2017
Continuing in our series on exceptions to the 10% withdrawal penalty, we identify qualified first-time homebuyers as another exception. Rules This exception applies to IRAs only. Employer Qualified Retirement plans are...
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Announcing the Launch of the New BPAS.com
BPAS announces the launch of its redesigned, mobile responsive website featuring new content.
Jul 12, 2017
We’re proud to announce the launch of the new BPAS.com website. Whether you’re a Participant, Employer/Sponsor, or Financial Partner, the new BPAS website has been redesigned with your needs in mind....
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