In a recent MD Magazine article, Dan Kravitz, national practice leader for cash balance plans, comments on the benefits of cash balance plans, especially for…
In a recent USA Today article, president David Musto explains how the triple tax breaks offered by HSAs help fast track retirement savings."Longer-term advantages, after…
In a recent Wealth Management article, Chief Operating Officer Rick Irace discusses retirement industry trends that emerged in 2018. He mentions…
Industry & Regulatory News
Firms in the financial sector were galvanized into opposition recently when Democrats in the U.S. Senate and House of Representatives introduced the Wall Street Tax…
News Releases
Jason Wroblewski Joins Sales Team to Support Financial Advisors and Their Clients in the Illinois Region Dresher, PA—Ascensus—whose technology and expertise helps millions of people…
Industry & Regulatory News
The IRS has issued news release AL-2019-01, announcing an extension of time to complete certain time-sensitive tax-related acts as a result of tornadoes, storms, and…
Industry & Regulatory News
The IRS released notice Notice 2019-18 that is of importance to defined benefit (DB) pension plans that may be considering an amendment to allow lump…
Industry & Regulatory News
Senate Finance Committee Chairman Charles Grassley (R-IA) has introduced the Tax Extender and Disaster Relief Act of 2019 (S. 617). The primary aim of the…
In the News
In a recent MD Magazine article, Dan Kravitz, national practice leader for cash balance plans, comments on the benefits of cash balance plans, especially for those who aren’t on track…
Industry & Regulatory News
The U.S. Government Accountability Office (GAO) has released the findings of a survey conducted to measure the effects transfers from qualified retirement plan sponsors and…
In the News
In a recent USA Today article, president David Musto explains how the triple tax breaks offered by HSAs help fast track retirement savings.”Longer-term advantages, after the age of 65, may…
Industry & Regulatory News
We witnessed several important hearings in Congress during the first week of February. The two that drew our attention revealed what could be a healthy,…
News Releases
Dresher, Pennsylvania—Ascensus—whose technology and expertise helps millions of people save for retirement, education, and healthcare—is pleased to announce that owners Genstar Capital and Aquiline Capital…
