News Releases
Ascensus Appoints New Regional Vice President
Jason Wroblewski Joins Sales Team to Support Financial Advisors and Their Clients in the Illinois Region Dresher, PA—Ascensus—whose technology and expertise helps millions of people…
Industry & Regulatory News
Tax-Related Deadline Relief Granted for Alabama Disaster Victims
The IRS has issued news release AL-2019-01, announcing an extension of time to complete certain time-sensitive tax-related acts as a result of tornadoes, storms, and…
Industry & Regulatory News
IRS Won’t Challenge DB Plans That Offer a Lump-Sum Distribution Window, for Now
The IRS released notice Notice 2019-18 that is of importance to defined benefit (DB) pension plans that may be considering an amendment to allow lump…
Industry & Regulatory News
Senate Tax Extenders Bill Has Disaster Provisions Impacting Retirement Plans
Senate Finance Committee Chairman Charles Grassley (R-IA) has introduced the Tax Extender and Disaster Relief Act of 2019 (S. 617). The primary aim of the…
In the News
Dan Kravitz Discusses the Benefits of Cash Balance Plans
In a recent MD Magazine article, Dan Kravitz, national practice leader for cash balance plans, comments on the benefits of cash balance plans, especially for those who aren’t on track…
In the News
Rick Irace Discusses Recordkeeper Conversion Process
In a recent article published by PLANSPONSOR, chief operating officer Rick Irace discusses the importance of ensuring the accuracy of data from previous service providers when converting a retirement plan…
Industry & Regulatory News
GAO Recommends Further Guidance for Retirement Assets Escheated to States
The U.S. Government Accountability Office (GAO) has released the findings of a survey conducted to measure the effects transfers from qualified retirement plan sponsors and…
In the News
David Musto Discusses Benefits of HSAs
In a recent USA Today article, president David Musto explains how the triple tax breaks offered by HSAs help fast track retirement savings.”Longer-term advantages, after the age of 65, may…
Industry & Regulatory News
Retirement Spotlight: Congressional Hearings a Harbinger of Pension Reform?
We witnessed several important hearings in Congress during the first week of February. The two that drew our attention revealed what could be a healthy,…
News Releases
Ascensus and Owners Genstar Capital and Aquiline Capital Partners Welcome New Investors, Led by Atlas Merchant Capital LLC, to Ownership Group
Dresher, Pennsylvania—Ascensus—whose technology and expertise helps millions of people save for retirement, education, and healthcare—is pleased to announce that owners Genstar Capital and Aquiline Capital…