Dennis Zuehlke Discusses Passage of Tax Reform Bill by Senate

By Ascensus December 11, 2017

In an article published by CBInsight, Dennis Zuehlke ​discusses the most recent version of the Tax Cuts and Jobs Act, that has been passed by the U.S. Senate. ​​This version includes many changes to ​the tax code, including changes to IRAs and other tax-advantaged savings plans. Zuehlke writes, ” The good news for community banks and their IRA portfolios is that—unlike the […]

Tax Reform: Comparison of the House and Senate Versions of the Tax Cuts and Jobs Act

By ERISA News December 8, 2017

Before tax reform can be signed into law, the House and Senate must agree on identical bill text. This comparison chart presents a discussion of differences between the House and Senate versions of the Tax Cuts and Jobs Act for key provisions affecting retirement and individual savings arrangements, including qualified plans, IRAs, 529 plans, and others.

College Savers Receive Over $500 Million via Ascensus’ Ugift

By Ascensus December 8, 2017

Gifting Platform Allows Savers to Crowdsource Enough to Fund One Year of Tuition for 25,000 Students Dresher, PA—Ascensus, a technology-enabled service provider that helps more than 7 million Americans save for the future, is pleased to announce that over $500 million has been gifted to 529 college savings account beneficiaries through Ascensus’ Ugift® program. In […]

IRS Required Amendment List for Individually Designed Plans

By ERISA News December 7, 2017

The IRS has issued Notice 2017-72, containing the 2017 required amendments list. This annually-issued list describes changes in retirement plan qualification requirements and amendment deadlines for individually designed plans. Some items on the list will require these types of plans to be amended, while others may not. These are the list of changes to qualification requirements […]

David Musto Comments on Next Steps for the Tax Cuts and Jobs Act

By John Manganaro, PLANSPONSOR December 6, 2017

In a recent article​ published by PLANSPONSOR, President David Musto discusses the Senate’s approval of its own tax reform proposal and the upcoming conference committee phase. During this phase, key legislators from the House and Senate ​will attempt to unify both versions of the ​Tax Cuts and Jobs Act. “It is important to acknowledge the many unknowns remaining in this process,” says Musto. “While […]

Senate Passes Tax Cuts Act; Alignment With House Version Lies Ahead

By ERISA News December 4, 2017

The U.S. Senate late Friday approved its version of the Tax Cuts and Jobs Act by a 51-49 vote. The act contains legislation that would make sweeping changes to business and individual federal tax provisions. Included are major changes to corporate tax rates and taxation of business pass-through income, as well as individual income taxation. […]

More Advisors Turn to Cash Balance Plans

By Tobias Salinger, FinancialPlanning November 30, 2017

A recent article​ published by FinancialPlanning discusses ​​why advisors have been turning to cash balance plans, featuring data from the Kravitz 2017 Cash Balance Research Report​. ​Cash balance plans allow ​​workers more flexibility with their contributions, while decreasing their taxes. ​According to the Kravitz report, ​cash balance plans increased by 1,035% between 2001 and 2014 to 15,178 plans with assets of more than $1 trillion​.

Social Security Administration Adjusts Previously Announced 2018 Taxable Wage Base

By ERISA News November 29, 2017

The Social Security Administration has announced an adjustment to the previously released taxable wage base (TWB) amount for 2018. The TWB for 2018 now is $128,400, adjusted down from the earlier announced $128,700 (the 2017 TWB is $127,200). The reason given for the change is updated wage data made available to the Social Security Administration, […]

Shannon Kelly and Steve Schweitzer Discuss Ascensus’ Enhanced TPA Experience

By PLANSPONSOR Staff, PLANADVISER Staff November 28, 2017

In recent article​s published by PLANSPONSOR​ and PLANADVISER​, Shannon Kelly and Steve Schweitzer​ discuss Ascensus’ enhanced digital experience for third- party administrators (TPAs). Ascensus launched a refreshed, ​web-based plan management platform that was designed after surveying the TPA community. Shannon Kelly, president of retirement, says, “The refreshed TPA dashboard—along with the plan and employee websites that were updated earlier in the year—is simple by […]

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