News Releases
TPA Solutions’ Client Base to Benefit from Influx of Experience Dresher, PA—Ascensus, a technology-enabled solutions provider that helps more than 8 million Americans save for…
Industry & Regulatory News
The IRS has released the finalized version of the 2018 tax year Form 1099-R, Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts,…
In the News
In a recent Cogent Reports annual study, Ascensus was ranked a top 5 retirement plan provider most likely to be considered by small to mid-sized business…
Industry & Regulatory News
A “House GOP Listening Session Framework” document, released by the Ways and Means Committee, hints at retirement savings provisions to be included in another round…
Thought Leadership
Product Owner, Product Management Tell me a little bit about where you attended school and your work history. I received a Music Degree from Smith…
Industry & Regulatory News
The IRS and Department of the Treasury have issued final regulations amending the definitions of qualified nonelective contribution (QNEC) and qualified matching contribution (QMAC), settling…
In the News
In a recent article published by the Credit Union National Association, Dennis Zuehlke discusses the recently passed tax-reform bill eliminating the ability to reverse a Roth individual retirement…
Industry & Regulatory News
The IRS has released the 2018 tax year Instructions for Forms 1099-R and 5498. This release was much anticipated because of tax law changes resulting from…
Industry & Regulatory News
The IRS has issued News Release TX-2018-05, describing tax-related deadline relief available to victims of severe storms and flooding in Texas. In addition to postponement…
Industry & Regulatory News
The IRS has released the finalized version of the 2018 tax year Form 5498, IRA Contribution Information. The separate instructions for the 2018 form—Instructions for Forms…