Industry & Regulatory News
The Pension Committee of the American Academy of Actuaries has released what it describes as an “exposure draft” document, which contains proposed standards of practice…
Industry & Regulatory News
The Department of Labor this week sent a proposed rule to the Office of Management and Budget to increase access to multiple employer retirement plans….
In the News
In a recent article published by BenefitsPro, SVP Barb Van Zomeren discusses the success of the OregonSaves program. “Participation rates have been better than expected,…
Industry & Regulatory News
The IRS has issued Notice 2018-74 that modifies existing safe harbor language for rollover option explanations required of retirement plans when a participant requests a…
Industry & Regulatory News
The IRS has released two news items—News Release IR-2018-187 and a Help for Victims of Hurricane Florence webpage—describing tax-related deadline relief available to victims of…
Industry & Regulatory News
Attracting attention is something that lawmakers in Washington, D.C., are known for, and legislation revealed September 11th by the House Ways and Means Committee does…
News Releases
Todd Engman Joins Sales Team to Support Financial Advisors and Their Clients in the North Region Dresher, PA—Ascensus—whose technology and expertise helps millions of people…
Industry & Regulatory News
The IRS has posted a September 2018-dated version of Form 5558, Application for Extension of Time to File Certain Employee Plan Returns. The form is used…
Industry & Regulatory News
The House Ways and Means Committee has released the text of three separate bills that collectively comprise what is being called “Tax Reform 2.0.” One…
Industry & Regulatory News
$1.3 trillion…that’s how much student loan debt Americans had incurred by the end of June 2017. During that same time period, the Pew Research Center…