IRA / SEP / SIMPLE Key Priorities
Everyone deserves to feel financially secure. We provide retirement savings solutions through a dynamic network of leading third party administrators (TPAs) from across the nation as a dedicated organization backed by the strength and security of Ascensus.
Federal Prime Interest Rate Increased to 7.75 Percent
Effective February 1, 2022, the federal prime interest rate increased from 7.50 percent to 7.75 percent.
COVID-19 National Emergency Expected to End May 11
Earlier this week, President Biden announced his intent to extend the national emergency concerning the COVID-19 pandemic through May 11, 2023.
Form 5500 Guidance Under SECURE Act of 2019 Has Left the OMB
A final rule from the DOL titled “Implement SECURE Act and Related Revisions to Employee Benefit Plan Annual Reporting on the Form 5500” has left the OMB.
SECURE 2.0 Employer Tax Credits
This credit applies to qualified plans (defined contribution and defined benefit plans under IRC Sec. 401(a) and 403(a)), and SEP and SIMPLE plans.
Deadline Relief for California Severe Storms
The IRS has announced the postponement of certain tax-related deadlines for victims of severe storms, flooding and landslides in California.
Prospecting in 10 Minutes a Day on LinkedIn
With more than a half billion users, LinkedIn can become one of your most powerful relationship building tools.
To Simplify the Complex, Technology Matters
Ever-evolving regulatory requirements, plan choices, and participant needs are making it increasingly complex to implement and manage a retirement plan.
FuturePlan Names Aaron McIsaac New Head of FuturePlan Sales
FuturePlan by Ascensus has named Aaron McIsaac its new Head of FuturePlan Sales.
Updated Yield Curves and Segment Rates for DB Plans
The IRS has issued Notice 2023-12, which contains updated guidance on factors used in certain defined benefit (DB) pension plan minimum funding and present value calculations.
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