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 advisers 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…
Industry & Regulatory News
Late Friday, December 20, President Trump signed into law two spending packages passed by Congress, which avert a government shutdown. One of the packages, the…
Industry & Regulatory News
For the past three years, Congress has attempted to pass major retirement reform legislation. It has finally succeeded with the year-end passage of two spending…
In the News
SVP Barb Van Zomeren recently contributed a byline to Employee Benefit News in which she discusses how advisors can help women overcome retirement savings hurdles. According to EBRI,…
In the News
In a recent WealthManagement.com article, Rick Irace, along with other industry thought leaders, summarized key trends and developments in the retirement industry this past year. Irace noted…