BPAS is a national provider of retirement plans, benefit plans, fund administration, and collective investment trusts.
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The IRS and DOL have increased enforcement efforts to ensure former employees are receiving proper notification about benefit eligibility and commencement. How plan sponsors can help avoid compliance issues? Learn more in our BPAS blog: bpas.com/blog/tracking-down-…
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More great news for our parent company Community Bank System, Inc.! 2021 is off to a strong start with three top-ten ratings from Bank Director Magazine. Learn more at: bankdirector.com/rankingbank…
Can you save for retirement with cash-back amounts you earn while you shop? BPAS teamed up with EvoShare to turn cash-back rewards into IRA contributions. Learn more at IRARewards.com. See what people are saying in this @MarketWatch article: marketwatch.com/story/how-to…
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BPAS has launched IRARewards, a breakthrough solution to retirement saving. It’s a first of its kind IRA funded with cash-back earned by shopping at participating merchants, pairing a BPAS IRA with the EvoShare cash-back solution. Read more: bit.ly/irarewards
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BPAS Actuarial & Pension Services (APS) announced the launch of its PensionEase Defined Benefit (DB) solution, adding participant direct services to the company's robust administration services to provide plan sponsors with a full DB package. Read more: bit.ly/pensionease.
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It may be that we are starting to notice dusk arriving earlier or that we are just hoping to wrap up 2020 and start anew, but here at BPAS, we have an eye on 2021 budgeting for our clients. It seems early to be discussing; let’s all look ahead. Read more: bpas.com/blog/budgeting-now-…
Attending #NAPA401kSummit? Join us Thursday, 9/10 at 11 a.m. ET for an up-close discussion with top ERISA attorney Brad Campbell and our own Paul Neveu on navigating new legislation in your sales and servicing of retirement plans. Stop by our virtual booth, too!
Join us September 2, 2020 at 2 p.m. ET for The Secret To Successful Cash Balance Plans webinar. Our panel will explore the renewed interest in CB plans, basics of these hybrid plans, and ideal clients. Plus, earn CE Credits! Learn more and register now at: bpas.zoom.us/webinar/registe…
Join us 9/2/2020 at 2 pm ET for our final Summer Series webinar, The Secret to Successful Cash Balance Plans, where BPAS panelists will explore renewed interest in CB plans, guide you on plan basics, and help determine the ideal client. Register now at bpas.zoom.us/webinar/registe…
Join us July 30 at 3:00 PM ET for our highly anticipated Plan Sponsor Panel: Managing Pandemic Challenges, to gain insight directly from Plan Sponsors as to how the changing environment has impacted employees and retirement plans. Register Today! bpas.zoom.us/webinar/registe…
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It's no surprise that financial wellness is tied not only to financial stress but also emotional stress. Learn how helping others--through volunteering and charitable donations--could improve both. Read more in this CNBC article: cnbc.com/2020/07/16/helping-…
Read today's BPAS blog, Preparing for Effective Video Conferencing, by Melissa Varvarezis at bpas.com/blog/preparing-effe…
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Join us July 9 at 3 PM ET for our third BPAS Summer Series webinar, Reaching Millennials: Are IRAs the Secret? to learn more about Millennials and see how BPAS IRAs can help you grow your practice and connect with them. To learn more and register, visit: bpas.zoom.us/webinar/registe…
In a news release today, Hand Benefits & Trust (HB&T), a BPAS company, announced today it has gone live with more than 30 Collective Investment Trust (CIT) tickers and associated CUSIP numbers via the Nasdaq Fund Network. Read the full release at:
bpas.com/blog/bulletins/hand…
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Join us Thursday, June 18, 2020 at 3 pm ET for the second webinar in our BPAS Summer Series: Tips for Educating Participants in a Turbulent Market. To learn more and register, visit: bpas.zoom.us/webinar/registe…
As CIT Market Expands, More Get Coveted Tickers planadviser.com/cit-market-e…
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The IRS has announced 2021 HSA cost of living adjustment limits. Contribution limits will increase to $3,600 for self-only coverage and $7,200 for family coverage. Annual out-of-pocket expense limits will increase to $7,000 for self-only coverage and $14,000 for family coverage.
What tips, tricks, and technology are advisors using to navigate their practices during these challenging times? Join our Advisor Panel: A New Normal Amidst COVID-19 webinar, May 28, 2020 at 3 pm ET. To learn more and register, click here: bpas.zoom.us/webinar/registe…
Who would have guessed that in 2020 the new buzzword would be social-distancing and COVID-19 would drastically alter the sales landscape we live in? Read more in our blog to explore some ways to work and prospect remotely: bpas.com/blog/working-sales-…
Read our blog to learn more about the joint regulations issued from the DoL, IRS, and Treasury that extend a number of employee benefit plan deadlines during the COVID-19 outbreak: bpas.com/blog/plan-deadlines…
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