News Releases
Honorees Recognized for Exceptional Contributions to Firm’s Continued Innovation and Key Initiatives Dresher, PA—Ascensus—whose technology and expertise helps millions of people save for retirement, education,…
Thought Leadership
With Small Business Saturday just behind us, we wanted to consider the distinctive challenges that this growing segment of workers faces and the unique opportunity…
Industry & Regulatory News
The Department of Labor recently issued a pre-publication version of a final rule containing several 2019 inflation-adjusted penalty amounts for certain failures associated with qualified…
News Releases
Seasoned Veteran Brings Substantial Operational Experience and a Value-Add Customer Experience Philosophy to Employee Benefit Solutions Firm MASON, OH — Chard Snyder, a third-party administrator…
News Releases
Firms Continue Strong Partnership of Offering Products to Help Individuals Save for Retirement Dresher, PA—Ascensus—whose technology and expertise helps millions of people save for retirement,…
News Releases
Jim Houpt, Eric Sharp, Richard Tatum Named Divisional Vice Presidents; Kasey Price Named Head of Institutional Sales Dresher, PA—Ascensus—whose technology and expertise helps millions of…
In the News
In a recent CUInsight article, Executive Vice President Steve Christenson discusses why it is prime time for IRA deposits, and how the generations are seeking them. Each…
Industry & Regulatory News
The IRS has released a January 2019 version of the Instructions for Form 8950, Application for Voluntary Correction Program (VCP) Under the Employee Plans Compliance…
Industry & Regulatory News
The IRS has released the 2019 Instructions for Forms 1099-R and 5498. These detailed instructions describe the reporting requirements for IRA and employer-sponsored retirement plan distributions,…
Industry & Regulatory News
In a vote on December 20, the U.S. House of Representatives passed H.R. 88, titled the “Retirement, Savings, and Other Tax Relief Act of 2018.”…