Participant Education Center

5 Questions About the Participant Education Center

Planning for retirement can be complicated. That’s why we created our Participant Education Center, which provides users with retirement planning tools and more.

Feb 16, 2016

At BPAS, we understand that planning for retirement can be complicated. That’s why we created our Participant Education Center. This new web portal provides users with retirement planning tools that give...

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IRS Papers

How Do You Spell Relief? Closed Defined Benefit Plans Say “I.R.S.”- Others Are Not in That Classification

New Rule Changes for Nondiscrimination Testing may affect profit sharing, cash balance and corporate QSERP arrangements.

Feb 09, 2016

New Rule Changes for Nondiscrimination Testing The IRS recently issued some proposed rule changes with respect to coverage and nondiscrimination testing for qualified plans. This included permanent relief with respect to...

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Congress Building

Congress Makes IRA Qualified Charitable Distributions (QCD)

Qualified Charitable Distribution (QCD) of up to $100,000 can go directly to a charity without being included in taxable income.

Ene 19, 2016

Qualified Charitable Distribution – A Permanent Rule Since 2006, IRA owners who are at least 70½ years old could make a Qualified Charitable Distribution (QCD) of up to $100,000 directly from...

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