Thought Leadership
On February 9, 2018, Congress approved and President Trump signed into law the Bipartisan Budget Act of 2018 (BBA-18). In addition to funding the federal…
In the News
In an article published by Employee Benefit News, Dan Kravitz, head of Kravitz, discusses how cash balance plans can help small employers benefit from tax reform. Tax reform impacts pass through…
Industry & Regulatory News
Bills introduced concurrently in the U.S. Senate and House of Representatives would modify statutes governing health savings accounts (HSAs) to enable full coverage of certain…
In the News
In an article published by PLANADVISER, Dan Kravitz, head of Kravitz, discussed his most recent webinar, which explained the impact of the Tax Cuts and Jobs Act on employer-sponsored retirement plans. The tax bill will allow…
Industry & Regulatory News
The House of Representatives approved the Senate’s version of the Bipartisan Budget Act of 2018 today, February 9, and President Trump signed the Act into…
In the News
In an article published by 401kSpecialist, Kathleen Connelly, EVP of client experience and relationship management, announces two recent Ascensus hires to the relationship management team. Kathleen Roche and Derek Vito will serve…
Industry & Regulatory News
The House of Representatives early today, February 9, approved the Senate’s version of the Bipartisan Budget Act of 2018, after a lengthy delay in the…
News Releases
Seasoned Retirement Industry Executives Will Drive Growth and Provide Consultative Support to Broker-Dealer and RIA Channels. Ascensus, a technology-enabled service provider that helps more than 7…
News Releases
Financial Industry Veterans Will Help Lead Ascensus into a New Era of Growth Ascensus, a technology-enabled service provider that helps more than 7 million Americans…
Industry & Regulatory News
The IRS has recently updated its webpage entitled About Form 1099-R, Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. with a…