Industry & Regulatory News
The Department of Labor’s (DOL’s) Employee Benefits Security Administration (EBSA) has issued highly-anticipated proposed regulations on registration requirements for entities that will function as “pooled…
Industry & Regulatory News
The IRS has released a notice of proposed rulemaking that takes into account changes made by the Tax Cuts and Jobs Act (TCJA) with respect…
Industry & Regulatory News
The Department of Labor (DOL) today announced an interim final rule that prescribes how retirement plans are to provide lifetime income information to give savers…
Industry & Regulatory News
In Announcement 2020-14, the IRS provides advance notice of fee increases for certain determination applications, effective January 4, 2021. Form 5300, Application for Determination for…
Industry & Regulatory News
The U.S. Securities and Exchange Commission (SEC) has announced a proposal to modify and modernize the disclosure framework of mutual funds and exchange-traded funds that…
Industry & Regulatory News
The IRS released two Notices providing additional guidance relative to certain provisions under the Coronavirus Aid, Relief, and Economic Security (CARES) and Setting Every Community…
News Releases
New App Will Leverage Behavioral Prompts and Situational Guidance to Help Drive Better Retirement Outcomes Dresher, PA—Ascensus—whose technology and expertise help millions of people save…
Industry & Regulatory News
Senator Rand Paul (R-KY) has introduced the Health Savings Accounts for All Act of 2020 (S.4367). The legislation is intended to expand access and reduce…
News
Our proprietary data reveals how individuals in the U.S. have changed their savings behaviors over the course of the COVID-19 pandemic as business and travel…
Industry & Regulatory News
Senator Martha McSally (R-AZ), along with Senators John Cornyn (R-TX), Steve Daines (R-MT), and Dan Sullivan (R-AK) have introduced S. 4329, the Continuous Health Coverage…