In a recent PLANADVISER feature, President David Musto discusses the vital role of small businesses in the U.S. economy and the…
In this recent MarketWatch article, VP Lisa Massena discusses how state-facilitated retirement programs have motivated employers to reconsider the retirement benefits…
Dan Kravitz, head of Kravitz, reviews data from the 2018 Kravitz Cash Balance Research Report in a recent Index Fund Advisors feature. Employer contributions to…
Industry & Regulatory News
The IRS released proposed amendments in REG-107813-18 to defined contribution retirement plan hardship distribution regulations. These amendments have been drafted to reflect statutory changes contained in…
Industry & Regulatory News
The IRS has released News Release AL-2018-006 describing tax-related deadline relief for victims of Hurricane Michael in certain areas of Alabama. The news release describes the…
Thought Leadership
Interview with Rick Irace, Chief Operating Officer How would you describe the Ascensus service philosophy? Our retirement plan service team rallies around four key concepts: Trust is…
News Releases
Proprietary Data Offers Valuable Insights into How Americans Are Contributing to 401(k)s, 529 College Savings Plans, Health Savings Accounts, and ABLE Accounts Dresher, PA — Ascensus—whose technology…
Industry & Regulatory News
Advocates of expanding access to retirement plans through a multiple employer plan (MEP) approach have been hoping for a relaxation of existing rules that govern…
Industry & Regulatory News
The IRS issued Notice 2018-83 containing the 2019 IRA and retirement plan limitations as adjusted for cost-of-living. The IRS contribution limit is increasing to $6,000…
News Releases
Public Policy and Industry Solutions Taking on Retirement Plan Coverage and Quality Deficits Dresher, PA — Ascensus—whose technology and expertise helps millions of people save for…
Industry & Regulatory News
IRS has issued Publication 5307, Tax Reform Basics for Individuals and Families, a new guide to assist taxpayers to navigate the changes enacted into law…
Industry & Regulatory News
The IRS announced that it would take action to combat excess elective deferrals made by participants to IRC Sec. 401(k) plans. The announcement comes in…
News Releases
Acquisition of Vermont-Based TPA Expands Firm’s Northeast Presence Dresher, PA—Ascensus—whose technology and expertise helps millions of people save for retirement, education, and healthcare—has entered into…
