Forms & Links
Links
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- Market Dashboards
- Research Funds
- Investment Glossary
- 408(b)(2) Point of Sale Disclosure
- Market Holidays
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VEBA, HRA, FSA, HSA
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- FSA/HRA/HSA Comparison
- IRS Publication 502 – Medical Expenses
- IRS Publication 503 – Child & Dependent Care Expenses
- HIPAA Authorization for Release of Information
- Planning Worksheet for FSA and Daycare Expenses
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- VEBA HRA Claim Form
- Dependent Care Contract
- Using Your FSA Benny Card
- VEBA HRA FAQs
- VEBA Plan Payout Form
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Defined Benefit and Cash Balance Plans
Plan Sponsor Newsletter Library
2025
2024
2023
We hope you find these newsletters to be a valuable resource. If you have questions regarding your plan or technical matters discussed in the newsletters, please contact your Plan Consultant at BPAS.
Important notes:
These newsletters are provided to BPAS through our partnership with Kmotion, Inc. Additional reproduction or dissemination of the newsletters is prohibited without the express consent of NPI.
These newsletters cover relevant developments under the U.S. tax code, as well as recent IRS and DOL actions. Sponsors in the Commonwealth of Puerto Rico and other locations should confer with their financial intermediary for additional guidance specific to their local tax code and associated regulations.