Industry & Regulatory News
After passage by the House and Senate, President Trump today signed the omnibus federal budget appropriations bill after an initial veto threat. The legislation that…
News Releases
Leading Benefit Solutions Provider Will Become Anchor Business for Ascensus’ Newly Formed Health Division Ascensus, a technology-enabled service provider that helps more than 7 million…
In the News
In a recent Q&A article published by 401(k)Specialist, COO Rick Irace discusses retirement savings trends across millennials. Conflicting information has shown that millennials are either saving more than Baby Boomers and Gen X savers,…
Industry & Regulatory News
The IRS has released the detailed Instructions for Form 8915B, Qualified 2017 Disaster Retirement Plan Distributions and Repayments. The Form 8915B itself was released earlier in…
News Releases
Firm’s Clients Will Benefit from Strengthened Leadership in Both Advisor and Institutional Distribution Channels Ascensus, a technology-enabled service provider that helps more than 7 million…
Industry & Regulatory News
Members of the House of Representatives have introduced their body’s companion version of the Retirement Enhancement and Savings Act (RESA) of 2018, which is a…
Industry & Regulatory News
The IRS has released Revenue Procedure 2018-21, modifying existing rules used by pre-approved defined benefit plans to calculate interest credits. The updated rules now allow…
Thought Leadership
Bipartisan legislation proposing many changes to IRAs and employer-sponsored retirement plans has been introduced by Senate Finance Committee Chairman Orrin Hatch (R-UT) and Committee Ranking…
Industry & Regulatory News
By a 2-1 vote, the U.S. Court of Appeals for the 5th Circuit has reversed a district court’s 2016 ruling in favor of the Department…
Industry & Regulatory News
Senators Elizabeth Warren (D-MA) and Steve Daines (R-MT) have introduced the Retirement Savings Lost and Found Act of 2018 (the Act). The Act would create…