News Releases
Program Redesigned to Help Members Elevate Their Client Service Delivery Dresher, PA—Ascensus—whose technology and expertise helps millions of people save for retirement, education, and healthcare—is…
Industry & Regulatory News
Representatives Ron Kind (D-WI) and Mike Kelly (R-PA) have introduced the Retirement Enhancement and Savings Act (RESA) of 2019. Versions of this legislation have been…
In the News
PLANSPONSOR recently announced that Michele Haley, client relationship manager at Ascensus, is a 2019 Service Star award winner. The PLANSPONSOR Service Star awards program recognizes the retirement…
Industry & Regulatory News
The IRS has released for publication an information letter that provides details on circumstances allowing an employer to request the return of Health Savings Account…
Industry & Regulatory News
The U.S. Bankruptcy Appellate Panel for the 8th Circuit has ruled in Lerbakken v. Sieloff and Associates that bankruptcy creditors may access certain retirement plan…
News Releases
(Atlanta, GA and Los Angeles, CA) – Kravitz, an Ascensus company, and the leading national provider of Cash Balance retirement plans, today announced the appointment…
Industry & Regulatory News
The IRS has released the 2018 version of Publication 590-B, Distributions From Individual Retirement Arrangements (IRAs). This publication describes taxpayer rules for IRA distributions and…
News Releases
Yen Nguyen Joins Sales Team to Support Financial Advisors and Their Clients in the South Texas Region Dresher, PA—Ascensus—whose technology and expertise helps millions of…
News Releases
Firm Receives Most “Best in Class” Awards in <$50MM Segments in PLANSPONSOR Defined Contribution (DC) Survey and Wins 2018 PLANADVISER Adviser Choice Award Dresher, PA—Ascensus—whose…
Industry & Regulatory News
The Treasury Department and Internal Revenue Service have issued several elements of guidance for pass-through income taxation provisions of the Tax Cuts and Jobs Act…