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BPAS Introduces the “Retirement Gap Report”
The Retirement Gap Report will help plan sponsors and advisors assess overall plan health by evaluating the projected retirement readiness of individual participants and the plan as a whole.
Mar 27, 2014
BPAS, is pleased to announce the launch of the “Retirement Gap Report” for the benefit of its retirement plan clients. A Valuable Tool To Help Measure Your Plan’s Effectiveness The Retirement...
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ADP Test Correction Options for Puerto Rico Plan Sponsors
Puerto Rico-qualified retirement plans still get a pass on any non-discrimination testing of employer match and post tax contributions; ACP testing is not required.
Mar 26, 2014
Puerto Rico-qualified retirement plans on a calendar plan year have until April 15, 2014 to choose their failing ADP test correction option. The New PRIRC of 2011 has added a 10%...
Read moreWhat Is A VEBA And How Can It Help Me?
A VEBA is a tax exempt irrevocable trust arrangement in which funds are deposited by the employer on behalf of the employee.
Mar 24, 2014
A common question we hear when we speaking with clients and their employees is “What is a VEBA?”
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