News Releases
Addition of Retirement TPA Offers Clients Access to More Expertise and Extends Reach of FuturePlan by Ascensus Dresher, PA — Ascensus—whose technology and expertise helps millions of…
Industry & Regulatory News
The IRS has issued Notice 2019-35, guidance on factors used in certain defined benefit (DB) pension plan minimum funding and present value calculations. Updates include…
Industry & Regulatory News
Arizona SB 1349 passed the House of Representatives, as amended, on April 30, 2019, and was transmitted back to the state senate for concurrence. On…
News Releases
Earns Partner Excellence Award for Progressive Healthcare Solutions MASON, OH — Chard Snyder, a third-party administrator of employee benefit solutions and wholly owned subsidiary of…
Industry & Regulatory News
Senator Kevin Cramer (R-SD) has introduced the Legacy IRA Act (S. 1257), a bill that would significantly increase the maximum IRA qualified charitable distribution (QCD)…
Industry & Regulatory News
If there were any doubts that enhancing retirement saving opportunity is a high congressional priority, one need not look beyond immediate events for evidence. In…
Industry & Regulatory News
Senator Ron Wyden (D-OR) has re-introduced the Retirement Parity for Student Loans Act, a bill intended to allow employers to make contributions to 401(k), 403(b),…
Industry & Regulatory News
The retirement industry received a gift on April 19, 2019: Revenue Procedure (Rev. Proc.) 2019-19. This revenue procedure updates the Employee Plans Compliance Resolution System…
Industry & Regulatory News
The IRS has informally revealed that it intends to enable owner-only retirement plans to file Form 5500-EZ electronically through the web-based EFAST2 Electronic Filing System….
Industry & Regulatory News
The IRS issued Revenue Procedure (Rev. Proc.) 2019-20 providing guidance that describes a limited expansion of the agency’s determination program for retirement plans. An IRS…