Industry & Regulatory News
One week after filing an appeal in an attempt to save the DOL’s ill-fated investment fiduciary guidance (the Department of Labor conflict-of-interest regulations), the states…
Industry & Regulatory News
The states’ Attorneys General of California, New York, and Oregon yesterday (May 16) filed an appeal of their recent setback in litigation over the Department…
News Releases
Earns Partner Excellence Award for Sales MASON, Ohio—Chard Snyder, a wholly owned subsidiary of Ascensus that is headquartered in Mason, Ohio, has been honored by…
Industry & Regulatory News
The IRS has released a reminder notice that a group submission option is available to correct retirement plan failures to amend timely for provisions of…
Industry & Regulatory News
Senators Todd Young (R-IN) and Cory Booker (D-NJ) have introduced the Commission on Retirement Security Act of 2018. The bill’s purpose is to create a commission…
In the News
A recent Pensions & Investments article highlights the appeal of retirement services companies, like Ascensus, to private equity firms. The industry is experiencing active M&A activity as private equity…
Industry & Regulatory News
The health savings account (HSA) contribution limits for 2019 are increasing. The IRS issued Revenue Procedure 2018-30 announcing the HSA inflation-adjusted limitations for calendar year…
In the News
In a recent RewardExpert article, Kevin Cox shares his top savings tips, and highlights how Ugift enables friends and family to contribute to a loved one’s 529 college…
Industry & Regulatory News
The IRS has issued News Release NC-2018-02 that describes tax-related deadline relief available to victims of severe storms and tornadoes in North Carolina. In addition to…
Industry & Regulatory News
More than two weeks after releasing them to the public, the Securities and Exchange Commission (SEC) today (May 9) published in the Federal Register its…