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…
Industry & Regulatory News
The IRS has issued Notice 2020-3, guidance in which the Service is proposing no change for 2020 in a procedure for determining tax withholding on…
Industry & Regulatory News
The U.S. Senate today voted its approval of the Consolidated Appropriations Act of 2020, as passed by the House of Representatives, with provisions that will…
Industry & Regulatory News
In these final days of the 2019 congressional session, as lawmakers negotiated to avert a shutdown of federal government functions and to authorize spending for…