Industry & Regulatory News
The IRS and Department of the Treasury have issued final regulations amending the definitions of qualified nonelective contribution (QNEC) and qualified matching contribution (QMAC), settling…
In the News
In a recent article published by the Credit Union National Association, Dennis Zuehlke discusses the recently passed tax-reform bill eliminating the ability to reverse a Roth individual retirement…
Industry & Regulatory News
The IRS has released the 2018 tax year Instructions for Forms 1099-R and 5498. This release was much anticipated because of tax law changes resulting from…
Industry & Regulatory News
The IRS has issued News Release TX-2018-05, describing tax-related deadline relief available to victims of severe storms and flooding in Texas. In addition to postponement…
Industry & Regulatory News
The IRS has released the finalized version of the 2018 tax year Form 5498, IRA Contribution Information. The separate instructions for the 2018 form—Instructions for Forms…
Industry & Regulatory News
The IRS has released a series of June 2018-dated forms that are used in submissions for retirement plan corrections under the Service’s Voluntary Correction Program…
Industry & Regulatory News
The IRS and the Pension Benefit Guaranty Corporation (PBGC) have issued announcements that expand previously-issued tax-related deadline relief for victims of storms, flooding, landslides, and…
News Releases
Leading Service Provider Expands Its TPA Presence While Strengthening Defined Contribution and Defined Benefit Expertise Dresher, PA— Ascensus, a technology-enabled solutions provider that helps more…
Thought Leadership
Senior software engineer Tell me a little bit about where you attended school and your work history. I started my career teaching world history at…
In the News
In a recent article published by PLANSPONSOR, Dan Kravitz, president of Kravitz, Inc., and Chris Pitman, an expert plan termination consultant with the firm, define the concept of strategic plan termination—what…