Thought Leadership
Women in Technology Spotlight: Brandy Blum
Business Integration Lead, TPA Solutions Tell me a little bit about where you attended school and your work history. I attended St. Cloud State University in…
Industry & Regulatory News
President Trump signs executive order designed to strengthen retirement security
On August 31, 2018, President Trump signed an executive order designed to “strengthen retirement security for American workers.” While the executive order itself has not…
Industry & Regulatory News
IRS Issues Guidance on New UBTI Calculation With Potential Effects on IRAs and Other Tax-Advantaged Savings Arrangements
The IRS has issued Notice 2018-67 that describes a change in the calculation and reporting of unrelated-business taxable income (UBTI). This change is a consequence…
Industry & Regulatory News
IRS Extends Temporary Nondiscrimination Relief for Closed Defined Benefit Pension Plans
The IRS this week released Notice 2018-69, Extension of Temporary Nondiscrimination Relief for Closed Defined Benefit Plans Through 2019. This guidance extends relief granted to certain…
News Releases
New Cash Balance Retirement Plans Increase 15%, Plan Sponsor Contributions Up 30%
Cash Balance plans continue rising as the fastest growing sector of the retirement plan market, driven by small business demand and retirement savings shortfalls Los…
News Releases
Ascensus Enters into Agreement to Acquire PenSys
Addition of Highly Respected TPA Increases Firm’s Scale and California Presence Dresher, PA—Ascensus—whose technology and expertise helps millions of people save for retirement, education, and…
Thought Leadership
Women in Technology Spotlight: Tami Evanson
Senior Vice President, IT Management Tell me a little bit about where you attended school and your work history. I went to the University of…
Industry & Regulatory News
IRS PLR Addresses Retirement Plan Contributions Tied to Student Loan Repayment
The IRS has issued private letter ruling (PLR) 201833012, responding to a request for a ruling on a proposed employer 401(k) plan feature to be…
In the News
Dan Kravitz Discusses Tax Advantages of Cash Balance Plans
In a recent Accounting Today article, Dan Kravitz provides insight on how top-earning service professionals can utilize cash balance plans to lower their tax bills. The Treasury…
In the News
Rick Fitzer Discusses St. Cloud State University’s Software Engineering Programs
In a recent article published by St. Cloud State Today, VP Rick Fitzer discusses St. Cloud State University’s software engineering programs and his role on their advisory panel. “A…