Industry & Regulatory News
Senate Releases Details of Next Round of Pandemic Relief
The U.S. Senate yesterday released details of additional relief it is proposing in response to the coronavirus (COVID-19) pandemic. It builds upon the March 2020…
News Releases
Ascensus Names Naureen Hassan to Its Board of Directors
25-Year Financial Services Veteran Brings Expertise in Business Strategy, Digital Transformation, Wealth Management, and Retail Financial Services Dresher, PA—Ascensus—whose technology and expertise help millions of…
Industry & Regulatory News
Deadline Relief for Storm and Earthquake Victims Includes Making IRA Contributions
The IRS has issued two news releases that grant extensions of time for completion of certain time-sensitive tax-related acts, to victims of severe storms in…
Industry & Regulatory News
House Bill Would Extend, Expand Tax Benefits for CRDs
Rep. Sean Maloney (D-NY) has introduced H.R. 7645, legislation that would extend the time period for taxpayers to withdraw coronavirus-related distributions (CRDs) from retirement savings…
Industry & Regulatory News
Understanding the CARES Act: Expanded Health and Dependent Care Options
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Industry & Regulatory News
Washington Pulse: The DOL’s New Proposal to Regulate Investment Advice
Few aspects of retirement plan governance have been as controversial as regulating investment advice. Exactly what obligation—if any—does an investment professional have to provide impartial,…
News Releases
Intac Actuarial Services, Inc. Receives Renewed CEFEX® Certification
Retirement Third-Party Administrator Certified for Adherence to Retirement Industry Best Practices for Seventh Consecutive Year Woodcliff Lake, NJ—Intac Actuarial Services, Inc., part of FuturePlan by…
News Releases
Ascensus 529 Assets Under Administration Surpass $150 Billion
Leader in 529 Plan Administration Manages Rapid Account Growth While Maintaining Commitment to Providing Top Technology and Service to Partners and Savers Dresher, PA—Ascensus—whose technology…
Industry & Regulatory News
DOL Investment Advice Guidance Published in Federal Register
Today’s Federal Register contains the Department of Labor’s (DOL’s) Employee Benefits Security Administration (EBSA) proposed guidance announced by the agency on June 29, 2020, entitled…
Industry & Regulatory News
Senate Passes Bill to Extend PPP Small Business Loan Application Deadline
On Tuesday, the United States Senate passed by unanimous consent a bill to extend from June 30, 2020, to August 8, 2020, the deadline for…