Industry & Regulatory News
Scheduled for publication in the Federal Register this week are Department of Labor (DOL) final regulations on association retirement plans, a name that in very…
Industry & Regulatory News
On July 10, 2019, the American Institute of Certified Public Accountants (AICPA) issued formal guidance for those who audit financial statements that are included with…
In the News
In a recent Savingforcollege.com article, Peg Creonte, SVP of business development for Ascensus Government Savings, discusses the ways in which beneficiaries can maximize college savings through gifting tools….
Industry & Regulatory News
The House of Representatives has passed the Rehabilitation for Multiemployer Pensions Act (H.R. 397), introduced in January 2019 by House Ways and Means Committee Chairman…
Industry & Regulatory News
The Department of Labor’s Employee Benefits Security Administration (EBSA) has issued Field Assistance Bulletin (FAB) 2019-01, which affirms earlier guidance on multiple employer plan (MEP)…
In the News
In a recent Wealth Management article, Peg Creonte, SVP of business development for Ascensus Government Savings, discusses how the recently launched CalSavers retirement program offers…
Industry & Regulatory News
Eugene Scalia—son of the late Supreme Court Justice Antonin Scalia, and a litigator in the recent lawsuit that vacated Department of Labor (DOL) investment fiduciary…
Industry & Regulatory News
The U.S. House of Representatives has overwhelmingly passed the Middle Class Health Benefits Tax Repeal Act of 2019 (H.R. 748), which eliminates the so-called “Cadillac…
Industry & Regulatory News
The IRS has issued Notice 2019-45, in which it identifies certain chronic health conditions whose treatments will be considered “preventive.” As a result, such treatments…
Industry & Regulatory News
The American Institute of Certified Public Accountants (AICPA) has issued a document entitled Forming an Opinion and Reporting on Financial Statements of Employee Benefit Plans…