Articles — Ascensus

Not Always so Easy— When to Use SIMPLE Codes for SIMPLE IRA Reporting

Most financial organizations are familiar with Traditional and Roth IRA distributions, but they may not be as familiar with SIMPLE IRA distributions.

IRA, Employer PlanAscensus -September 29, 2017Reporting, Compliance & Operations, SIMPLE IRA Plan

Retirement Plan Relief for Hurricanes Harvey and Irma

The Department of Labor (DOL) released guidance on August 31, 2017, for retirement savings arrangements whose administrative procedures may have been disrupted in the wake of Hurricane Harvey in the Houston, Texas, area in recent days.

Employer PlanAscensus -September 28, 2017News, 401(k) Plan, DOL, Qualified Retirement Plan

Major Changes to Qualified Retirement Plan Pre-Approved Document Program

The IRS released Revenue Procedure (Rev. Proc.) 2017-41 on June 30, 2017, describing its revamped pre-approved qualified retirement plan document program.