In the News
Barb Van Zomeren Discusses OregonSaves Success
In a recent article published by BenefitsPro, SVP Barb Van Zomeren discusses the success of the OregonSaves program. “Participation rates have been better than expected,…
Ascensus in the News
Barb Van Zomeren Discusses OregonSaves Success
In a recent article published by BenefitsPro, SVP Barb Van Zomeren discusses the success of the OregonSaves program. “Participation rates…
Dan Kravitz Discusses Tax Advantages of Cash Balance Plans
In a recent Accounting Today article, Dan Kravitz provides insight on how top-earning service professionals can utilize cash balance plans to…
Rick Fitzer Discusses St. Cloud State University's Software Engineering Programs
In a recent article published by St. Cloud State Today, VP Rick Fitzer discusses St. Cloud State University's software engineering programs and his…
Industry & Regulatory News
IRS Releases Rollover Guidance Addressing Plan Loan Offsets, Self-Certification for Late Rollovers
The IRS has issued Notice 2018-74 that modifies existing safe harbor language for rollover option explanations required of retirement plans when a participant requests a…
Industry & Regulatory News
IRS Releases Tax-Related Deadline Extension for Hurricane Florence Victims
The IRS has released two news items—News Release IR-2018-187 and a Help for Victims of Hurricane Florence webpage—describing tax-related deadline relief available to victims of…
Industry & Regulatory News
Washington Pulse: Tax Reform 2.0 Continues Lawmakers’ Push for Savings Enhancements
Attracting attention is something that lawmakers in Washington, D.C., are known for, and legislation revealed September 11th by the House Ways and Means Committee does…
News Releases
Ascensus Appoints New Regional Vice President
Todd Engman Joins Sales Team to Support Financial Advisors and Their Clients in the North Region Dresher, PA—Ascensus—whose technology and expertise helps millions of people…
Industry & Regulatory News
IRS Notes Changes in Form 5558 for Seeking Form 5500, 8955-SSA, 5330 Filing Extensions
The IRS has posted a September 2018-dated version of Form 5558, Application for Extension of Time to File Certain Employee Plan Returns. The form is used…
Industry & Regulatory News
Ways & Means Committee Reveals Savings Details in Tax Reform 2.0 Legislation
The House Ways and Means Committee has released the text of three separate bills that collectively comprise what is being called “Tax Reform 2.0.” One…
Industry & Regulatory News
Retirement Spotlight: How Employers Can Help Employees Pay Off Student Loans and Save for Retirement
$1.3 trillion…that’s how much student loan debt Americans had incurred by the end of June 2017. During that same time period, the Pew Research Center…
News Releases
Ascensus Appoints Barb Yearout as President of Chard Snyder
Leading Employee Benefit Provider Poised to Continue Client Success and Growth Dresher, PA. – Ascensus—whose technology and expertise helps millions of people save for retirement, education, and…
Industry & Regulatory News
Washington Pulse: President Trump Asks Agencies to Review, Revise Retirement Plan Rules
On August 31, President Donald Trump launched the Labor Day holiday weekend by issuing an Executive Order directing the Secretaries of Labor and Treasury—and the…