Sandi Piatz Joins Board of Directors for Ascensus Trust

By Ascensus November 2, 2017

Ascensus, a technology-enabled solutions provider that helps more than 7 million Americans save for the future, has appointed Sandi Piatz to the board of directors for its trust company. Ascensus Trust provides comprehensive trust and custodial services to both qualified and non-qualified employee benefits plans across the nation, offering integrated solutions that increase efficiency and […]

More IRS Relief for Hurricane Maria and California Wildfires Victims

By ERISA News November 1, 2017

The IRS has released Announcement 2017-15 detailing more relief available for those affected by Hurricane Maria and the California wildfires. This relief is in addition to previous disaster-related announcements, as well as relief provided by the Disaster Tax Relief and Airport and Airway Extension Act of 2017, which only applies to those affected by Hurricanes […]

Steve Christenson Discusses How Retirement Savings May Affect Government Assistance

By Steve Christenson, Ascensus October 30, 2017

In a recent article published by BenefitsPro​, Steve Christenson discusses ​​how retirement savings may affect the amount of financial assistance an individual receives. ​​​Before applying for government assistance, individuals should consider ​their savings program and how m​​uch financial aid they need. ​​​​Christenson notes, “Those applying may wonder whether retirement savings accounts are included in these reportable assets. The answer depends on the […]

Ascensus Announces Acquisition of Retirement Strategies, Inc.

By Ascensus October 30, 2017

Ascensus, a technology-enabled solutions provider that helps more than 7 million Americans save for the future, has announced the acquisition of Retirement Strategies, Inc. (RSI). The retirement administration and plan design firm will immediately become part of Ascensus’ retirement division. RSI has been helping Americans retire since 1997 by focusing on relationship-centric service. The firm […]

American Oversight Group Sues DOL Over Freedom of Information Requests Related to Fiduciary Rule

By ERISA News October 27, 2017

American Oversight, a nonpartisan IRC Sec. 501(c)(3) watchdog group based in Washington, D.C., has sued the Department of Labor (DOL) over a perceived lack of transparency in response to the group’s Freedom of Information Act (FOIA) requests. The complaint was filed in the Washington, D.C. District Court on Tuesday, October 24, and details how American […]

President Trump Selects Acting IRS Commissioner

By ERISA News October 26, 2017

President Trump has named David Kautter as acting IRS Commissioner, effective November 13, 2017. He will replace current Commissioner John Koskinen, who will finish the remainder of his term. Kautter currently serves as Assistant Secretary of the Treasury, which is a post he has held since his nomination was confirmed in August. It is expected […]

House Passes Senate Budget Resolution, Tax Bill Coming Soon

By ERISA News October 26, 2017

As expected, the House of Representatives has adopted the Senate’s budget resolution (by a 216-212 vote), clearing the way for Congressional Republicans to release the text of their proposed tax bill, which is expected on or around November 1. Once the bill text is released, it will likely go to committee for review and markup […]

IRS, DOL, PBGC Issue More Tax-Related Deadline Relief Regarding Recent Hurricanes

By ERISA News October 26, 2017

The IRS and the Department of Labor’s Pension Benefits Guaranty Corporation (PBGC) have issued announcements that expand previously-issued tax-related deadline relief for eligible victims of Hurricanes Harvey and Irma. The relief applies to certain hurricane victims in Louisiana and South Carolina.   IRS relief Under this relief, certain time-sensitive tax-related acts are eligible to be […]

GOP Leader Says Tax Reform Bill Could Appear in House Soon

By ERISA News October 24, 2017

Ways and Means Committee Chairman Kevin Brady (R-TX) has been quoted as predicting that a bill revamping the U.S. Tax Code could be introduced in the House of Representatives as early as November 1, if that body passes the Senate’s version of a 2018 budget resolution this week. Actual bill text specifying areas in which […]

Ascensus Announces Agreement to Acquire Polycomp Administrative Services, Inc.

By Ascensus October 23, 2017

Dresher, PA – Ascensus, a technology-enabled solutions provider that helps more than 7 million Americans save for the future, has entered into an agreement to acquire Polycomp Administrative Services, Inc. (Polycomp). The retirement plan design and benefit plan administrative services firm will immediately become part of Ascensus’ retirement division. Polycomp, which has offices throughout California in Roseville, Woodland Hills, […]

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