In the News
In a recent MD Magazine article, Dan Kravitz, national practice leader for cash balance plans, comments on the benefits of cash balance plans, especially for those who aren’t on track…
Industry & Regulatory News
The U.S. Government Accountability Office (GAO) has released the findings of a survey conducted to measure the effects transfers from qualified retirement plan sponsors and…
In the News
In a recent USA Today article, president David Musto explains how the triple tax breaks offered by HSAs help fast track retirement savings.”Longer-term advantages, after the age of 65, may…
Industry & Regulatory News
We witnessed several important hearings in Congress during the first week of February. The two that drew our attention revealed what could be a healthy,…
News Releases
Dresher, Pennsylvania—Ascensus—whose technology and expertise helps millions of people save for retirement, education, and healthcare—is pleased to announce that owners Genstar Capital and Aquiline Capital…
Industry & Regulatory News
The IRS has released the 2019 tax year version of Publication 515, Withholding of Tax on Nonresident Aliens and Foreign Entities. This publication contains information…
In the News
In a recent Wealth Management article, Chief Operating Officer Rick Irace discusses retirement industry trends that emerged in 2018. He mentions advisors’ transition from commission-based models…
In the News
In a recent article published by Wealth Management, Rick Irace, chief operating officer of Ascensus retirement, cites several points as evidence of a “quality deficit” for small …
In the News
In a recent Wealth Management article, Chief Operating Officer Rick Irace comments on the key developments that retirement plan consultants should monitor in 2019. Irace…
News Releases
Strategic Drive to Expand Cash Balance Plan Offerings Aims to Improve American Retirement Outcomes Dresher, PA — Ascensus TPA Solutions, the nation’s largest retirement TPA firm, is…