Barbara Galante Discusses Retaining Millennial Talent

By Kaytie Zimmerman, Forbes October 23, 2017

Barbara Galante, ​director of human resources at Ascensus, discusses th​​e work attributes of millennial employees in a recent article written by F​orbes​. “When I step back and look at the millennial generation, I can definitely see how they crave recognition and praise in the workplace, but this stems from their desire to make sure they are doing things right […]

Next Step in Tax Reform Likely to Happen This Week

By ERISA News October 23, 2017

It is widely expected that the U.S. House of Representatives will act this week on tax reform, after the Senate passed its budget resolution late last week. That Senate action came after Senate GOP leaders reportedly conferred with House leaders to craft and pass a resolution that would not require lengthy deliberation between House and […]

Shannon Kelly and Raghav Nandagopal Discuss Acquisition of Provident Trust Group

By Amanda Umpierrez, PLANSPONSOR October 23, 2017

Shannon Kelly and ​Raghav Nandagopal ​spoke with PLANSPONSOR regarding Ascensus’ recent acquisition of Provident Trust Group. ​After closing the acquisition, Provident Trust Group will join Ascensus’ retirement division. ​​Shannon Kelly notes, ​“Welcoming Provident and its dedicated team of associates to the Ascensus family allows our company to participate in the large and growing self-directed IRA markets that are focused on traditional and […]

Raghav Nandagopal Discusses Acquisiton of Provident Trust Group

By 401kWire Staff October 20, 2017

In a recent 401kWire article, Raghav Nandagopal​ discusses Ascensus’ recent agreement for acquisiton with Provident Trust Group. This will be Ascensus’ fourth acquisition in 2017. Nandagopal notes, “We are very active in the TPA marketplace. There are a number of opportunities available… you will see a fairly good clip of these announcements going out.”​​

Senate Passes Budget Plan With Eye on Tax Reform

By ERISA News October 20, 2017

On the heels of the House of Representatives’ passing of their budget plan on October 5, the Senate has passed their own budget plan via 51-49 vote (all Senate Democrats, along with Senator Rand Paul (R-KY), voted against the plan). The budget resolution contains proposed spending cuts and entitlement program overhauls that are intended to […]

Steve Christenson Observes the Role of HSAs

By Rebecca Moore, PLANADVISER October 20, 2017

Steve Christenson was a featured panelist at the PLANADVISER National Conference (PANC), and spoke about the role of HSAs. PLANADVISER covered the PANC session in a recent article where Christenson explained that only​​ half of employers that offer high-deductible health plans (HDHPs) ​today pair them with an HSA. ​​​​Christenson is hopeful this number will increase in the future.​​

IRS Announces 2018 IRA and Retirement Plan Limitations

By ERISA News October 19, 2017

The IRS has released Notice 2017-64 announcing the 2018 IRA and retirement plan limitations as adjusted for cost-of-living. The IRA contribution limit will remain the same as 2017, at $5,500 (plus $1,000 catch-up contribution if age 50 or older). The 401(k) plan deferral limit increases by $500 to $18,500 for 2018, but the catch-up amount […]

Ascensus Announces Agreement to Acquire Provident Trust Group

By Ascensus October 18, 2017

Addition of one of the largest alternative asset custodians in the country provides firm with access to self-directed IRA market and increases retirement savings options for its growing client base 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 Provident […]

Retirement Spotlight: 2017 Hurricane Disaster Relief Guidance for Employers with Retirement Plans

By ERISA News October 18, 2017

The Internal Revenue Service (IRS), Department of Labor (DOL), and Pension Benefit Guaranty Corporation (PBGC), have extended many tax-related deadlines for hurricane victims in the wake of Hurricanes Harvey, Irma, and Maria. Congress then passed the Disaster Tax Relief and Airport and Airway Extension Act of 2017 to provide additional relief. What this means to […]

Ascensus Joins National Retirement Security Week

By Ascensus October 18, 2017

Ascensus, a technology-enabled solutions provider that helps more than 7 million Americans save for the future, is proud to participate in National Retirement Security Week 2017. National Retirement Security Week is an annual weeklong initiative dedicated to raising public awareness about the importance of saving for retirement. National Retirement Security Week, held during the third […]

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