Steve Christenson Explains What Advisors Should Know About HSAs

By Alison Cooke Mintzer, PLANADVISER January 22, 2018

 In a recent video interview​ with PLANADVISER, Steve Christenson explains what financial advisors should know about health savings accounts (HSAs). As the HSA market experiences continuous growth, advisors are looking for the opportunity to incorporate health savings accounts into their practices. “Advisors actually still have a great opportunity to get in, because what we’ve found isabout 1 out of 5 financial organizations actually offer […]

Ascensus Announces Agreement to Acquire Polycomp Trust Company and Completion of Provident Trust Group Acquisition

By Ascensus January 22, 2018

Firm broadens its retirement savings solutions through addition of self-directed IRAs Ascensus, a technology-enabled solutions provider that helps more than 7 million Americans save for the future, has entered into an agreement to acquire Polycomp Trust Company, a South Dakota-chartered, non-depository trust company. Completion of the acquisition is subject to customary closing conditions including regulatory approval. […]

Ascensus Data Highlights Year-over-Year Increases in Employer 401(k) Contributions

By Anne Tergesen, The Wall Street Journal January 19, 2018

A recent article published by The Wall Street Journal cited Ascensus data that shows a trending increase in employer 401(k) contributions. Some companies have suggested that they plan to use savings from the tax overhaul to increase contributions to their employees’ retirement savings accounts. “Data from 401(k) record-keeper Ascensus Inc. shows that the percentage of employers who made a contribution to their employees’ 401(k) plans […]

IRS FAQs Confirm 2017 Roth IRA Conversions Can be Recharacterized in 2018

By ERISA News January 18, 2018

The IRS updated its website frequently-asked-question (FAQ) information, IRA FAQs – Recharacterizations of Roth Rollovers and Conversions, to address recharacterizing Traditional and SIMPLE IRA conversions to Roth IRAs, and non-Roth retirement plan account rollovers to a Roth IRAs. Tax reform legislation enacted late in 2017 eliminated the ability to recharacterize such converted or rolled-over amounts, […]

IRS and PBGC Tax-Related Deadline Relief to Victims of California Wildfires and Flooding

By ERISA News January 18, 2018

The IRS and the Department of Labor’s Pension Benefit Guaranty Corporation (PBGC) have both issued news releases informing victims of California wildfires and associated flooding and mudslides of tax-related relief that may be available to them. The IRS guidance is broad, and may apply to those that face tax-related deadlines. The PBGC guidance—this agency generally being […]

Steve Christenson Discusses the Future of the Health Savings Account

By ALISON COOKE MINTZER, PLANADVISER January 17, 2018

In a recent video interview​ with PLANADVISER, Steve Christenson discusses the future of the health savings account (HSA). As reform of the Affordable Care Act remains a key topic in Washington, Christenson addresses three ways that ​​the ACA impacted HSAs. ​​​​​He notes, “High deductible health plans (HDHPs) really were driven before the ACA came into play, and this was solely by economics. They […]

Geno Cufone Explains Ascensus’ Findings of Increased 401(k) Employer Contributions

By Rebecca Moore, PLANSPONSOR January 17, 2018

Geno Cufone, SVP of retirement administration at Ascensus, spoke with​ PLANSPONSOR regarding Ascensus’ ​​analysis ​of 401(k) employer contributions. ​There has been a dramatic increase in the number of retirement plan sponsors​ who have chosen to fund employer contributions to their employees’ 401(k) accounts, according to Ascensus’ findings. ​​”​The real story is what has been happening in the past two years; the uptake in the […]

Ninth Circuit Denies Appeal in Hewlett-Packard 401(k) Stock Drop Case

By ERISA News January 16, 2018

The U.S. Court of Appeals for the Ninth Circuit has denied plaintiffs’ appeal in their class action lawsuit against the Hewlett-Packard Company, whose 401(k) plan included company stock that experienced a drop in value, thereby causing investment losses for plan participants. Plaintiffs lost at the district court level in their action claiming that Hewlett-Packard should […]

Legislation to Promote Retirement Plan Lifetime Income Options Introduced in the House

By ERISA News January 12, 2018

Reps. Tim Walberg (R-MI) and Lisa Rochester (D-DE) have introduced the Increasing Access to Secure Retirement Act (H.R. 4604), which is legislation intended to clarify and simplify rules under which retirement plan sponsors may offer certain lifetime income investments to their plans’ participants. These investments are commonly annuity products that provide guaranteed income to participants […]

Dennis Zuehlke Discusses IRA Provisions in Tax Reform Bill

By Dennis Zuehlke, Ascensus January 11, 2018

In a recent article for Credit Union Insight, Compliance Manager Dennis Zuehlke​ summarizes the IRA provisions included in the final tax reform bill. ​The bill will allow credit union tax-exemption to remain in place, and it includes ​​minimal changes to individual retirement accounts (IRAs). Zuehlke explains, “Eliminating the ability to recharacterize a conversion to a Roth IRA creates a significant tax-trap for the […]

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