Industry & Regulatory News
The IRS has released the 2019 versions of Form 1099-R, Distributions From Pensions, Annuities, Retirement or Profit Sharing Plans, IRAs, Insurance Contracts, etc., and Form…
Industry & Regulatory News
The Pension Benefit Guarantee Corporation’s (PBGC) released final regulations that provide a new table for determining expected retirement ages for participants who are undergoing distress…
Industry & Regulatory News
The House Ways and Means Committee released an amended version of H.R. 88, the “Retirement, Savings, and Other Tax Relief Act of 2018,” on December…
In the News
In a recent Wall Street Journal feature by Anne Tergesen, Kevin Cox, head of government savings, discusses the long-term potential of state-facilitated retirement programs administered by…
Industry & Regulatory News
The IRS has released very little guidance on SIMPLE IRA plans since the release of Notice 98-4. Scheduled to be published in tomorrow’s Federal Register…
Industry & Regulatory News
The IRS has released Notice 2018-95, which provides transition period relief from the “once in always in” (OIAI) condition for excluding part-time employees (i.e., employees…
Thought Leadership
At Ascensus, our mission is to help millions of people save for what matters most—retirement, education, and healthcare. This mission is at the core of…
Industry & Regulatory News
Employers whose retirement plans have compliance issues in need of correction through the IRS’ Voluntary Correction Program (VCP) will now have a few new and…
News Releases
Addition of Executives Signals Continued Support for Financial Advisors and Institutional Partners Dresher, PA – Ascensus—whose technology and expertise helps millions of people save for retirement, education,…
Industry & Regulatory News
The IRS has provided FAQs at its website that explain opinion and advisory letter reliance regarding its relatively new program under which certain employers may…