Thought Leadership
2018 Year in Review: Ascensus’ Marketing and Digital Work Receives Top Honors
At Ascensus, our mission is to help millions of people save for what matters most—retirement, education, and healthcare. This mission is at the core of…
Industry & Regulatory News
Retirement Spotlight: IRS Moves to Mandatory Electronic Submission for Retirement Plan VCP Corrections
Employers whose retirement plans have compliance issues in need of correction through the IRS’ Voluntary Correction Program (VCP) will now have a few new and…
News Releases
Ascensus Names Chad Brown as Division Vice President; Mindy O’Connor as Head of Business Development
Addition of Executives Signals Continued Support for Financial Advisors and Institutional Partners Dresher, PA – Ascensus—whose technology and expertise helps millions of people save for retirement, education,…
Industry & Regulatory News
IRS Explains Reliance on Opinion and Advisory Letters for 403(b) Plans
The IRS has provided FAQs at its website that explain opinion and advisory letter reliance regarding its relatively new program under which certain employers may…
News Releases
Ascensus Data Provides First Look into Savings Behaviors within the ABLE Market
Tax-Advantaged ABLE Accounts See Steady Initial Adoption by Individuals Living with Disabilities or Blindness Dresher, PA – Ascensus—whose technology and expertise helps millions of people save for…
Industry & Regulatory News
House Tax Bill Would Make Several Changes to IRAs and Retirement Plans
A tax bill has emerged from the House Ways and Means Committee, extending certain expiring tax provisions, addressing provisions of 2017 tax reform legislation and…
News Releases
529 Account Owners Receive Over $750 Million via Ascensus’ Ugift
Data Suggests That Contributions Spike During Holiday Months as Family and Friends Look to Give the Gift of Education Savings Dresher, PA — Ascensus—whose technology and…
Industry & Regulatory News
Updated Form 1099-Q Identifies Reporting for New 529 Plan Rollovers to ABLEs
The IRS has released the 2019 Form 1099-Q, Payments from Qualified Education Programs (Under Sections 529 and 530), and the associated detailed instructions for this…
Industry & Regulatory News
Retirement Plans Affected by Wildfires Get Timing Relief for Certain Procedures
The Department of Labor’s Employee Benefits Security Administration (EBSA) has released a fact sheet containing guidance and relief for those impacted by the 2018 California…
Industry & Regulatory News
IRS Updates Acts that May Be Postponed Due to Disaster, Armed Forces Service
The IRS released an updated list of tax-related time-sensitive acts that may be postponed due to federally-declared disasters or service in the Armed Forces in…