BPAS Partner Conference 2016 Slide Presentations
A brief recap of the 3rd Annual BPAS Partner Conference. Presentation slide decks available for download.
Jun 28, 2016
The “City of Brotherly Love” became the “City of Fiduciary Partner Education” when the 3rd Annual BPAS Partner Conference came to Philadelphia from June 6th – 8th. More than 200 representatives...
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Five Ways to Withdraw Your Retirement Savings Early – Part 4
Use Corrective Distributions to withdraw from your retirement savings before age 59 1/2 without a 10% penalty.
Jun 14, 2016
Use Corrective Distributions to withdraw from your retirement savings before age 59 1/2 without a 10% penalty. Continuing in our series on exceptions to the 10% withdrawal penalty, we identify corrective...
Read more6 Reasons to Attend the 2016 BPAS Partner Conference
6 Reasons to attend the 2016 BPAS Partner Conference in Philadelphia June 6 – 8, 2016.
May 31, 2016
At BPAS, we’re busy getting ready for our third annual partner conference. It will be held on June 6, 7, and 8, 2016, at the Hilton at Penn’s Landing in Philadelphia,...
Read moreBPAS Team Leader Profile – Vince Spina
Learn more about our extraordinary team leader and President, BPAS Actuarial & Pension Services, BPAS Healthcare Consulting Services, Vince Spina.
May 10, 2016
Vince Spina – President, BPAS Actuarial & Pension Services, BPAS Healthcare Consulting Services At BPAS, our team leaders play a crucial role in shaping the present and future of our company....
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BPAS Receives Solution Visionary Award
BPAS has received the Solution Visionary Award from Wex Health for its work creating progressive solutions in VEBA HRA/HSA Services.
Apr 29, 2016
Utica, NY—April 22, 2016. BPAS, a leading national provider of retirement plan administration services, has received the Solution Visionary Award from Wex Health (formerly Evolution1). According to Wex Health, the Solution...
Read moreFive Ways to Withdraw Your Retirement Savings Early – Part 3
Educate on age-based exceptions to 10% penalty on early distributions from accounts. Permissible withdrawals and Eligible Automatic Contribution Arrangements.
Apr 26, 2016
Use permissible withdrawal exemptions to withdraw from your retirement savings before age 59 1/2 without a 10% penalty. Continuing in our series on exceptions to the 10% early withdrawal penalty, we identify permissible...
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Early Withdrawal Penalty Exceptions Series – Part 3
Educate on age-based exceptions to 10% penalty on early distributions from accounts. Permissible withdrawals and Eligible Automatic Contribution Arrangements.
Apr 26, 2016
Early Withdrawal – Permissible Withdrawals Continuing in our series on exceptions to the 10% early withdrawal penalty, we identify permissible withdrawals as another exception. The Pension Protection Act of 2006 (PPA),...
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The Empire’s Death Star is Destroyed
The Force (of Industry Leaders) saves small-business retirement plans as IRS withdraws controversial portion of proposed nondiscrimination testing regulations.
Apr 21, 2016
The Force (of Industry Leaders) saves small-business retirement plans as IRS withdraws controversial portion of proposed nondiscrimination testing regulations. A New Hope (For Small Business Owners) In a twist of irony,...
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Five Ways to Withdraw Your Retirement Savings Early – Part 2
We educate consumers on the lesser known age based exceptions to the 10% penalty on early distributions from retirement accounts. Includes Age 59 ½, Public Sector Employees, Retirement and 1099 Reporting.
Apr 12, 2016
Use age-based exemptions to withdraw from your retirement savings before age 59 1/2 without a 10% penalty. With the second installment in our series outlining exceptions to the 10% withdrawal penalty, we...
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Early Withdrawal Penalty Exceptions Series – Part 2
We educate consumers on the lesser known age based exceptions to the 10% penalty on early distributions from retirement accounts. Includes Age 59 ½, Public Sector Employees, Retirement and 1099 Reporting.
Apr 12, 2016
Early Withdrawal 10% Penalty Exception – Age With the second installment in our series outlining exceptions to the 10% withdrawal penalty, we will discuss how to avoid the early withdrawal penalty...
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