News Releases
All Heritage BB&T Plans Successfully Transitioned to Ascensus Platform Ascensus—whose technology and expertise help millions of people save for retirement, education, and healthcare—has completed the…
Industry & Regulatory News
The Small Business Administration (SBA) has issued an interim final rule effective March 4, 2021, that would allow business owners who file an IRS Form…
Industry & Regulatory News
Consistent with a directive by President Biden in a January 20, 2021-issued memorandum entitled, “Regulatory Freeze Pending Review,” the Department of Labor (DOL) Wage and…
Industry & Regulatory News
The IRS has released final regulations on computing unrelated business taxable income (UBTI) for a tax-exempt organization. This guidance may affect only a relatively small…
Industry & Regulatory News
The Departments of Labor, Health and Human Services, and Treasury (the Departments) have issued “FAQs About Families First Coronavirus Response Act and Coronavirus Aid, Relief,…
Industry & Regulatory News
The House of Representatives has passed by a vote of 219-212 the American Rescue Plan Act of 2021 to provide additional relief to address the…
Industry & Regulatory News
The Department of Labor’s (DOL) Employee Benefits Security Administration (EBSA) has released Disaster Relief Notice 2021-01 providing guidance on the duration of COVID-19-related relief previously…
Thought Leadership
The economic impact of the COVID-19 pandemic has been felt far and wide, both in the U.S. and globally. But what has it meant for…
Industry & Regulatory News
The IRS has made available a 2022 tax year draft Form W-4P, Withholding Certificate for Periodic Pension or Annuity Payments, and indicates that the form…
Industry & Regulatory News
The IRS has issued a news release announcing the postponement of certain tax-related deadlines for Texas winter storm victims. The tax relief postpones various tax…