Thought Leadership
HSAs and Medicare: What Savers Should Know
As I travel the country speaking about health savings accounts (HSAs), I am being asked more in-depth questions from financial services personnel on how consumers…
In the News
Dennis Zuehlke Discusses HSA Deposit Growth Due to Employer Contributions
Dennis Zuehlke, compliance manager at Ascensus, recently wrote a blog post for NAFCU regarding employer contributions driving HSA deposit growth. High- deductible health plan (HDHP) enrollees are frequently opening…
Industry & Regulatory News
IRS Releases New Taxpayer Forms to Report 2016 Disaster-Related Retirement Distributions and Repayments
The IRS has posted at its website new 2016 and 2017 versions of Form 8915A, Qualified 2016 Disaster Retirement Plan Distributions and Repayments. These forms…
Industry & Regulatory News
Looking Ahead: Changes to IRA Recharacterizations
As the country’s largest independent services provider of retirement and college savings plans, Ascensus aims to provide valuable information for Americans looking for the best…
News Releases
Ascensus Joins America Saves Week 2018
Annual Initiative Aligns with Company’s Mission of Helping 7+ Million Americans Save for the Future Ascensus, a technology-enabled service provider that helps more than 7…
Industry & Regulatory News
Appeals Court Declares Plan Service Provider Transamerica Not a Fiduciary, Not Guilty of Breach
The U.S. Ninth Circuit Court of Appeals has reversed a California district court ruling and vacated that lower court’s class-action certification in Santomenno v. Transamerica…
Industry & Regulatory News
Prepare for Changes to IRA Recharacterizations
Industry & Regulatory News
Budget Act Implementation Is Evident in Naming of Union Plan Select Committee
One of the more open-ended elements of the Bipartisan Budget Act of 2018 legislation enacted in early February is now being launched. The legislation mandates formation…
Industry & Regulatory News
Treasury Department to Withdraw Nearly 300 Regulations and Amend Others
The Treasury Department and Internal Revenue Service have published in the Federal Register a proposal to remove 298 items from Treasury regulations and to amend…
In the News
Kathleen Roche and Derek Vito Appointed Vice Presidents of Channel Management
RIABiz recently published an article discussing Ascensus’ appointment of Kathleen Roche and Derek Vito as vice presidents of channel management. Both VPs will create strategies for, and strengthen ties to, Ascensus’ independent…