A recent SavingForCollege.com article uses Ascensus data to show that average age of 529 plan account owners when they open a 529 plan. The best…
In a recent WealthManagement.com article, Rick Irace, COO of Retirement, shares his thoughts on potential developments that retirement plan consultants should monitor…
SVP Barb Van Zomeren recently contributed a byline to Employee Benefit News in which she discusses how advisors can help women overcome retirement…
News Releases
Firm Receives Most Best in Class Awards in <$50MM Segments in PLANSPONSOR Defined Contribution (DC) Survey and Wins 2019 PLANADVISER Adviser Choice Award Dresher, PA—Ascensus—whose…
Industry & Regulatory News
The IRS has issued Notice 2020-6, guidance that addresses required minimum distribution (RMD) reporting by IRA custodians, trustees, and issuers. The Setting Every Community Up…
News
A recent SavingForCollege.com article uses Ascensus data to show that average age of 529 plan account owners when they open a 529 plan. The best time to start saving is…
Industry & Regulatory News
Ascensus is excited to present the SECURE Act Video Series. This multi-video series will provide a snapshot of retirement-related SECURE Act provisions, included in the…
Industry & Regulatory News
Ascensus is excited to present the SECURE Act Video Series. This multi-video series will provide a snapshot of retirement-related SECURE Act provisions, included in the…
In the News
In a recent WealthManagement.com article, Rick Irace, COO of Retirement, shares his thoughts on potential developments that retirement plan consultants should monitor through 2020. As always, plan…
Industry & Regulatory News
The new year promises to provide plentiful opportunities for financial advisors to gain business and to demonstrate expertise to existing clients. As you likely know,…
Industry & Regulatory News
The IRS has issued Revenue Procedure (Rev. Proc.) 2020-4, which updates 2019 guidance on determination letter and Voluntary Correction Program (VCP) submission procedures. Changes from…
News Releases
Total Education Savings Gifted to 529 Beneficiaries Reaches New Milestone Dresher, PA—Ascensus—whose technology and expertise help millions of people save for retirement, education, and healthcare—is…
Industry & Regulatory News
Senators Ted Cruz (R-TX) and Mike Braun (R-IN) have announced the introduction of the Personalized Care Act of 2019. The legislation is intended to make…
