House Passes Tax Cuts Bill; Negotiations Between House and Senate Bills Expected

By ERISA News November 16, 2017

The House of Representatives today passed the Tax Cuts and Jobs Act, legislation that makes dramatic changes to business and individual tax provisions as well as other aspects of the Internal Revenue Code. Although not the primary purpose of the bill, the Act includes some changes that will affect retirement and other tax-favored savings arrangements. […]

Ascensus Hosts 3rd Annual Ascend Education Conference

By Ascensus November 15, 2017

Ascensus, a technology-enabled service provider that helps more than 7 million Americans save for the future, has announced the schedule for its 2018 Ascend education conference, which provides retirement, health, and education savings plan professionals from financial organizations across the nation with regulatory insight, training, and networking opportunities. Ascend features an interactive learning environment, allowing […]

Sandi Piatz Joins Ascensus Trust Board of Directors

By Forum Staff Reports, The Forum November 14, 2017

The Forum, a local newspaper in Fargo, recently ​​covered​ the appointment of Sandi Piatz to the Ascensus Trust board of directors​. ​Sandi Piatz, a site leader for Fargo’s microsoft campus, joins three other external board members. Ascensus Trust provides comprehensive trust and custodial services to both qualified and non-qualified e​​​mployee benefits plans across the nation​​.

Senate Begins Amending Process for Proposed Tax Reforms

By ERISA News November 14, 2017

The U.S. Senate’s version of the Tax Cuts and Jobs Act is now undergoing a process of amending before the final Senate bill is voted on and released. According to a Joint Committee on Taxation (JCT) summery (see “Tax Reform Continues With Summary of Senate Bill”), a number of provisions in the Senate bill would […]

Tax Reform Continues With Summary of Senate Bill

By ERISA News November 13, 2017

Although no official legislative text of Senate-proposed tax reform legislation has been released, the issuance of a Joint Committee on Taxation (JCT) summary reveals some significant differences from the House bill released and reported on earlier. Provisions that would affect tax-favored savings arrangements—in addition to the Senate bill’s many corporate and individual tax provisions—include the following. Most […]

Dennis Zuehlke Reports on Open Enrollment and HSA Growth Opportunities

By Dennis Zuehlke, Ascensus November 8, 2017

In a recent article published by CUInsight​, Compliance Manager Dennis Zuehlke ​​​​writes about HSA ​growth opportunities due to ​open enrollment. Health care costs are projected to increase ​almost five percent in 2018, ​and employers are looking to control spending. Zuehlke mentions, “Credit unions can use the open enrollment season to build their HSA portfolios as members select HSA-compatible HDHPs as their health plans […]

Washington Pulse: Tax Reform Proposal Would Impact Savings Arrangements

By ERISA News November 8, 2017

On November 2, 2017, the House Ways and Means Committee’s GOP leadership introduced the Tax Cuts and Jobs Act. The proposed legislation is generally intended to reduce individual and corporate tax rates and simplify income tax filings. It also makes changes that would affect the forms, documents, and operations of employer-sponsored retirement plans, IRAs, HSAs, […]

Thrivent, DOL Both Win in Fiduciary Rule Case

By ERISA News November 7, 2017

Unlikely as it would seem, both Thrivent Financial for Lutherans and the Department of Labor (DOL) could be considered winners when a U.S. District Court judge on November 3, 2017, granted an injunction against a key aspect of the DOL’s investment fiduciary guidance. Thrivent Suit Thrivent filed suit in 2016 against the DOL in U.S. […]

Initial House Tax Reform Bill Proposes Limited Changes to Retirement and Savings Arrangements

By ERISA News November 3, 2017

On Thursday, November 2, the House Ways and Means Committee released the text of proposed federal tax reform legislation. This bill will be debated, potentially amended, and eventually voted upon by the House. Meanwhile, the Senate is readying its version of tax reform, and assuming their legislation can be passed in that narrowly-divided body, the House […]

Ascensus Acquires Retirement Strategies, Inc.

By Witt Wells, BuzzonBizz November 3, 2017

BuzzonBiz recently covered Ascensus’ acquisition of  Augusta-Based Retirement Strategies, Inc. (RSI). “RSI is a 20-year-old company focused on relationship-centric service for retirement planning. It offers plan design, unbundled defined contribution, defined benefit administration and daily record-keeping,” states the article.

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