Industry & Regulatory News
The Department of Labor’s (DOL’s) Wage and Hour Division has issued an opinion on whether contributions to an employee’s health savings account (HSA) can be…
Industry & Regulatory News
On September, 9, 2019, seven states and the District of Columbia filed a lawsuit seeking to invalidate the recently announced Securities and Exchange Commission (SEC)…
In the News
TIAA recently announced its selection of Ascensus as recordkeeper of choice for its $28 billion 529 education savings accounts business. TIAA’s 529 assets will be converted from…
In the News
In a recent USA Today feature, Peg Creonte, SVP of business development for our government savings division, shared insight on the usage of 529 account savings…
In the News
In Lee Barney’s recent PLANADVISER feature, SVP Peg Creonte offers insight into how state-facilitated auto-IRA programs are helping business owners recognize the value of workplace retirement…
News Releases
Proprietary Data Offers Valuable Insights into How Americans Are Contributing to 401(k), 529, Health Savings, and ABLE Accounts Dresher, PA — Ascensus—whose technology and expertise help millions…
Industry & Regulatory News
The Department of Labor (DOL), Health and Human Services (HHS), and Internal Revenue Service (IRS) jointly released an FAQ on August 26, 2019, that explain…
News Releases
Kylie Kiser Recognized as an Exceptional Technology Community Leader Dresher, PA—Ascensus—whose technology and expertise help millions of people save for retirement, education, and healthcare—is pleased…
In the News
In a recent PLANADVISER feature, Rick Irace, COO of Ascensus’ Retirement division, discusses how plan participants often learn about their 401(k) rollover options and how to best manage the…
Industry & Regulatory News
The IRS has issued Notice 2019-49, guidance that extends existing nondiscrimination testing relief available to certain defined benefit (DB) pension plans that are closed to…