In the News
Peg Creonte Discusses 529 Plan Tax Legislation
In a recent article published by The Wall Street Journal, SVP Peg Creonte discusses new 529 plan tax legislation and the potential consequences associated. New federal tax rules…
In the News
Peg Creonte Discusses OregonSaves Program Success
In a recent article published by MarketWatch, SVP Peg Creonte discusses the value of the OregonSaves retirement program. As multiple states such as New York continue to…
Industry & Regulatory News
ERISA Advisory Group Recommends Streamlining Retirement Plan Disclosure Process
The ERISA Advisory Council in late 2017 issued a report recommending that the Department of Labor (DOL) take certain steps to enhance the process of…
Industry & Regulatory News
IRA Seeks Comments on Determination Letter Requests for Individually Designed Plans
The IRS issued Notice 2018-24 in which it is requesting public comment on a potential expansion of the scope of its determination letter program for…
Industry & Regulatory News
Trade Group Settles Lawsuit Challenging Oregon’s State-Sponsored IRA Savings Program
The ERISA Industry Committee (ERIC), a trade group that describes itself as representing large employers on health and retirement issues, has settled a lawsuit filed…
Industry & Regulatory News
New York to Establish IRA-Based Private Sector Retirement Program
An amendment to New York’s state finance law has established an IRA-based retirement savings program for the state’s private sector employers and their employees. Full…
News Releases
Ascensus Continues to Add to Defined Contribution and Defined Benefit Expertise with Agreement to Acquire ASPERIA Retirement Plan Solutions
Deal Allows Firm to Expand TPA Presence in Northeastern U.S. Ascensus, a technology-enabled service provider that helps more than 7 million Americans save for the…
News Releases
Ascensus Adds to Defined Contribution and Cash Balance Capabilities with Agreement to Acquire Avintus
Tennessee-Based TPA Strengthens Ascensus’ Presence in Southeastern U.S. Ascensus, a technology-enabled service provider that helps more than 7 million Americans save for the future,…
Industry & Regulatory News
Annuity Group Withdraws its Appeal of DOL Fiduciary Rule Defeat
The National Association for Fixed Annuities (NAFA) has withdrawn its appeal of a 2016 district court loss in a suit challenging the Department of Labor…
In the News
Bob Guillocheau and David Musto Discuss the Challenges Modern Advisors are Facing
In a recent video interview with PLANADVISER, Chairman & CEO Bob Guillocheau and President David Musto discuss the various challenges modern advisors are facing. “We’re really there as a…