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IRS Releases Updated Traditional, Roth, and SIMPLE IRA Model Documents
IRS Releases Updated Traditional, Roth, and SIMPLE IRA Model Documents

The IRS released updated IRA model documents early in September 2017, which are used to establish Traditional, Roth, and SIMPLE IRAs.

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IRAAscensus -September 29, 2017News, Roth IRA, SIMPLE IRA Plan, Traditional IRA, Documents & Amendments
Retirement Plan Relief for Hurricanes Harvey and Irma
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.

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Employer PlanAscensus -September 28, 2017News, 401(k) Plan, DOL, Qualified Retirement Plan
Major Changes to Qualified Retirement Plan Pre-Approved Document Program
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.

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Employer PlanAscensus -September 28, 2017News, Qualified Retirement Plan, Documents & Amendments, Washington Pulse
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Before investing in any 529 plan, please consider whether your or the designated beneficiary’s home state offers its taxpayers any benefits that are only available through that state’s 529 plan. Investment objectives, risks, charges, expenses, and other important information are included in each 529 plan’s offering statement; please read and consider it carefully before investing in a 529 plan.

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