2017 BPAS Partner Conference
Jun 26, 2017
On June 5-7 BPAS hosted its 4th Annual Partner Conference in Philadelphia, PA. During the 3-day conference held at the Hilton at Penn’s Landing, BPAS welcomed over 200 attendees to the...
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Supreme Court Rules in Favor of the Hospitals that claimed Church Plan Status and ERISA Exemption
The Supreme Court rules that church hospital plans are exempt from ERISA requirements.
Jun 13, 2017
ERISA was enacted in 1974 to protect workers’ benefits in both pension plans and welfare plans, but that protection comes with many requirements. Church plans, however, are exempt from Titles I...
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BPAS Partner Conference – Speaker Profile – Amy Glynn
Amy Glynn will be a featured speaker on financial wellness at the BPAS Partner Conference.
May 17, 2017
Health and wellness benefits have been an effective way to attract and retain talented employees for decades. However, these packages often omit an integral portion of personal well-being: financial wellness. Financial...
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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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BPAS Sister Company Ranked Third in Nation by Forbes
BPAS Sister Company Ranked Third in Nation by Forbes
May 09, 2017
Please join us in congratulating our sister company, Community Bank, N.A., on its ranking as one of the top 3 Best Banks in America by Forbes. In determining the best banks,...
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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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Is Your Defined Benefit/Cash Balance Plan Really Covered by the Pension Benefit Guaranty Corporation (PBGC)?
Certain Defined Benefit plans are exempt from PBGC coverage such as Professional Service Employers that have 25 or fewer participants.
Apr 25, 2017
The fact that premiums are paid to the PBGC does not determine coverage status! The PBGC is a government corporation, which insures benefits in DB plans when the plan assets are...
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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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Traditional Defined Benefit Plan or Cash Balance Plan – A Buy Out Tool
Traditional Defined Benefit Plan or Cash Balance Plan-A Buy Out Tools can be used to optimize a business sale to younger owners.
Mar 28, 2017
Are you ready to sell your business? Do you prefer to sell the company to your younger owner(s)? Are you interested in structuring the sale so that it is tax efficient...
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