https://thelink.ascensus.com/articles daily 0.75 2026-03-17 https://thelink.ascensus.com/articles/2026/3/17/celebrating-20-years-of-wrangle-two-decades-of-expertise-partnership-and-progress monthly 0.5 2026-03-19 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/33ad154b-451e-448f-a0dc-68a4f7a468c4/wrangle-20th-anniversary-banner-640x200.jpg Articles - Celebrating 20 Years of Wrangle: Two Decades of Expertise, Partnership, and Progress - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2026/3/17/choosing-the-right-account-traditional-ira-roth-ira-or-hsa monthly 0.5 2026-03-19 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/dbb79dce-96f3-42ca-ba3d-3fdf5f37795f/Woman+studying+bills+AS_167672628.jpeg Articles - Choosing the Right Account: Traditional IRA, Roth IRA, or HSA - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2026/3/17/open-iras-with-confidence monthly 0.5 2026-03-19 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1520863241507-T9WBYKEQ0P8LDEZ9KT4Z/Thorny+HSA+questions+-+Businessman+AS_171304969+RECTANGLE.jpg Articles - 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Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2025/9/17/help-retirees-make-the-most-of-their-next-chapter-learn-how-to-roll-over-qrp-assets-to-an-ira-with-confidence monthly 0.5 2025-09-18 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/323e3030-c7ff-40f1-893c-3e57a237797f/Lisa+Haberman+300x300.jpg Articles - Help Retirees Make the Most of Their Next Chapter: Learn How to Roll Over QRP Assets to an IRA with Confidence - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2025/8/20/calculating-earnings-for-timely-ira-excess-removals-and-recharacterizations monthly 0.5 2025-08-21 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1574276708710-L1OSG7NPVT5PBO3MBMYP/HSA+Excess+calculator.jpg Articles - Calculating Earnings for Timely IRA Excess Removals and Recharacterizations - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/92c17c06-84c0-4f04-b3bb-c5e65121fca1/NIA.jpg Articles - Calculating Earnings for Timely IRA Excess Removals and Recharacterizations - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/a9779071-aacc-4920-b735-fcbb11119156/NIA+worksheet+1-4.png Articles - Calculating Earnings for Timely IRA Excess Removals and Recharacterizations - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2025/8/20/how-to-calculate-life-expectancy-payments-on-inherited-ira-assets monthly 0.5 2025-08-21 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1560976754608-R1MWAKE5NJ6TDZ5WUTT3/beneficiary+distribution+couple.jpg Articles - How to Calculate Life Expectancy Payments on Inherited IRA Assets - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/02f003f6-603d-4858-961d-fd80240044cf/RMD+equation.jpg Articles - How to Calculate Life Expectancy Payments on Inherited IRA Assets - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/80d61cbc-933a-4b18-987e-0ccead9fb9a5/Single+Life+Expectancy+Table+2022.jpg Articles - How to Calculate Life Expectancy Payments on Inherited IRA Assets - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/4b1fbaaa-56cd-4082-ab3c-dec0083b56d7/Uniform+Lifetime+Table+2022.jpg Articles - How to Calculate Life Expectancy Payments on Inherited IRA Assets - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2025/8/20/retirement-investments-and-nua-tax-treatment monthly 0.5 2025-08-21 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1608150688940-5PK9KBJL4MMTEFEUJEO2/QDROs+12-2020.jpg Articles - Retirement Investments and NUA Tax Treatment - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2025/8/20/hsa-reporting-when-is-no-reporting-the-right-move monthly 0.5 2025-08-21 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/483690c8-8cd2-4fda-bce5-15e28c18d9e9/Jodie+Norquist+300x300.jpg Articles - HSA Reporting: When is No Reporting the Right Move? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2025/8/20/understanding-the-rmd-delay-what-retirees-need-to-know monthly 0.5 2025-08-21 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/323e3030-c7ff-40f1-893c-3e57a237797f/Lisa+Haberman+300x300.jpg Articles - Understanding the RMD Delay: What Retirees Need to Know - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2025/7/14/what-you-need-to-know-about-new-distribution-code-y-for-qualified-charitable-distributions monthly 0.5 2025-10-20 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/7d6bc25d-38ce-4c46-9ef3-055114c88cc0/Kristiana+Rodriguez+300x300.jpg Articles - What You Need to Know About New Distribution Code Y For Qualified Charitable Distributions - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/05cca569-e37b-4129-93a6-5dfa9a0b4ff8/What%27s+New+1000px.jpg Articles - What You Need to Know About New Distribution Code Y For Qualified Charitable Distributions - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2025/7/16/key-changes-in-obbba-enhance-saving-options monthly 0.5 2025-07-29 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/a15dfcb1-ed51-4e7b-b783-7e689442be2b/Lisa+Haberman+300x300.jpg Articles - Key Changes in OBBBA Enhance Saving Options - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2025/7/14/simple-ira-plans-they-arent-always-so-simple monthly 0.5 2025-07-17 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/dbb79dce-96f3-42ca-ba3d-3fdf5f37795f/Woman+studying+bills+AS_167672628.jpeg Articles - SIMPLE IRA Plans: They Aren’t Always So Simple - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2025/7/14/what-you-need-to-know-when-accepting-inherited-retirement-assets monthly 0.5 2025-07-17 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/d0252025-2d89-42a0-b4b5-490594696b21/Couple+with+FA+183934815+RECTANGLE.jpg Articles - What You Need to Know When Accepting Inherited Retirement Assets - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/a8d97aef-00b1-4b73-888d-efb34e64ee8a/Nonspouse+Bene+Portability+Options+1000px.jpg Articles - What You Need to Know When Accepting Inherited Retirement Assets - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/e4dae265-8ef2-4242-9f56-83a65cdc3023/Spouse+Bene+Portability+Options+1000px.jpg Articles - What You Need to Know When Accepting Inherited Retirement Assets - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2025/7/14/do-it-yourself-compliance-audit monthly 0.5 2025-07-17 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1520863241507-T9WBYKEQ0P8LDEZ9KT4Z/Thorny+HSA+questions+-+Businessman+AS_171304969+RECTANGLE.jpg Articles - Do-It-Yourself Compliance Audit - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2025/6/24/successor-beneficiaries-what-are-their-distribution-options monthly 0.5 2025-06-26 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1560976754608-R1MWAKE5NJ6TDZ5WUTT3/beneficiary+distribution+couple.jpg Articles - Successor Beneficiaries: What Are Their Distribution Options? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/74846186-2952-4f3b-b1f4-bdd74cfa110c/chart+1.jpg Articles - Successor Beneficiaries: What Are Their Distribution Options? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/e7efa866-9ded-4aa8-a047-b1ff9dd9782d/chart+2.jpg Articles - Successor Beneficiaries: What Are Their Distribution Options? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/fc2d1f01-c3e3-4e72-b85e-4d5849bcea78/chart+3.jpg Articles - Successor Beneficiaries: What Are Their Distribution Options? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2025/6/24/when-an-hsa-goes-negative-why-it-matters-and-how-to-prevent-it monthly 0.5 2025-06-26 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1623872474158-V9PYWQD1ADCXDYO0ZPU0/Negative+HSA+6-2021.jpg Articles - When an HSA Goes Negative: Why it Matters and How to Prevent it - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2025/6/24/the-ira-guide-to-summer-compliance-and-review monthly 0.5 2025-06-26 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/a736bcbc-4881-45a6-bbf6-8048777a8960/files+in+drawer+500px.jpg Articles - The IRA Guide to Summer Compliance and Review - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2025/6/24/understanding-rmds-for-sep-plans-and-simple-iras monthly 0.5 2025-06-26 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1de63b98-83bb-498e-8392-2c9118468015/Chad+Neumann+300x300.jpg Articles - Understanding RMDs for SEP Plans and SIMPLE IRAs - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2025/6/24/how-long-term-part-time-employees-affect-your-retirement-plan monthly 0.5 2025-06-26 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/48f4ffae-3c9d-4d7e-a5a9-778d8dc3f914/Bill+Ellis+300x300.jpg Articles - How Long-Term, Part-Time Employees Affect Your Retirement Plan - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2025/5/12/how-can-hsa-contributions-be-split-between-family-members monthly 0.5 2025-05-15 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1515505527096-D915JDW4XMFDF0A69YY2/Family+signing+paper.jpg Articles - How HSA Contributions can be Split Between Family Members - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/680b6d46-b40f-4622-9110-1807a72de93e/Contribution+Limits+-+HDHP+Coverage+1.jpg Articles - How HSA Contributions can be Split Between Family Members - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/26a6adc5-7e4d-4ebe-8ae3-6dfa3bc5532e/Contribution+Limits+-+HDHP+Coverage+2.jpg Articles - How HSA Contributions can be Split Between Family Members - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2025/5/12/irs-form-5498-refresher monthly 0.5 2025-05-15 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/df537d52-b243-49db-a183-3431deb71531/Plan+Establishment+Deadline+1-2021.jpg Articles - IRS Form 5498 Refresher - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/fa4fd042-2f76-4548-b9c1-7807102e54ec/5498+%282024%29+Copy+A.jpg Articles - IRS Form 5498 Refresher - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2025/5/14/benefits-of-allowing-loan-refinancing-in-qualified-retirement-plans monthly 0.5 2025-05-15 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/dbb79dce-96f3-42ca-ba3d-3fdf5f37795f/Woman+studying+bills+AS_167672628.jpeg Articles - Benefits of Allowing Loan Refinancing in Qualified Retirement Plans - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2025/5/8/2026-hsa-limits-released monthly 0.5 2025-05-15 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/80cccf67-209f-4ef1-9bbe-5f861fe93ca5/HSA+Contribution+Limits_0525+1000px.jpg Articles - 2026 HSA Limits Released - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2025/5/14/hsa-mistaken-distributions-and-how-to-correct-them monthly 0.5 2025-05-15 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/4d946aea-6712-4c81-afc1-b3d0125ba750/Debbie+Shipman+300x300.jpg Articles - HSA Mistaken Distributions and How to Correct Them - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2025/5/14/choosing-a-retirement-plans-definition-of-compensation monthly 0.5 2025-05-15 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/25610d33-b320-497a-8d20-e1ddd0819db1/Kristoffer+Aas+300x300.jpg Articles - Choosing a Retirement Plan’s Definition of Compensation - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2025/4/16/surprise-irs-sneaks-in-new-code-for-reporting-ira-qualified-charitable-distributions-qcds monthly 0.5 2025-10-20 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/f1bebeef-af6e-44f5-bf6f-f2bbcf6cba44/Invalid+Rollovers+9-2021.jpg Articles - Surprise! IRS Sneaks in New Code for Reporting IRA Qualified Charitable Distributions (QCDs) - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2025/4/16/early-distributions-and-penalty-tax-exceptions monthly 0.5 2025-04-17 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/47121ea9-d099-4fb6-a3d8-a4ee14936fa1/Young+couple+studying+bills+AS_144530291.jpeg Articles - Early Distributions and Penalty Tax Exceptions - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/081e9080-fc29-4274-99da-1b6df64803a3/Early+Distributions+and+Penalty+Tax+Exceptions+Graphic.jpg Articles - Early Distributions and Penalty Tax Exceptions - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2025/4/16/understanding-multiple-employer-plans-what-they-are-and-why-they-matter monthly 0.5 2025-04-17 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/df537d52-b243-49db-a183-3431deb71531/Plan+Establishment+Deadline+1-2021.jpg Articles - Understanding Multiple Employer Plans: What They Are and Why They Matter - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2025/4/16/making-sense-of-poas monthly 0.5 2025-04-17 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1520867726105-CK8J1PFK9OESAU19FHGH/Complicated+coordination+HSA-Medicare+-+Senior+couple_131308156+-+RECTANGLE.jpg Articles - Making Sense of POAs - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2025/4/16/deadlines-for-ira-activities-and-possible-postponements monthly 0.5 2025-04-17 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1555516919005-TR6FS71M79O01PABHJF4/Couple+with+financial+advisor.jpg Articles - Deadlines for IRA Activities and Possible Postponements - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2025/4/16/mergers-acquisitions-dispositions-and-spinoffs-can-affect-a-plans-minimum-coverage-obligations-and-testing monthly 0.5 2025-04-17 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/25610d33-b320-497a-8d20-e1ddd0819db1/Kristoffer+Aas+300x300.jpg Articles - Mergers, Acquisitions, Dispositions, and Spinoffs can Affect a Plan’s Minimum Coverage Obligations and Testing - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2025/4/16/navigating-coverdell-esa-distributions monthly 0.5 2025-04-17 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1597851590218-YSW299ZCS2F3OYZFTA4W/ESA+Distributions+guy.jpg Articles - Navigating Coverdell ESA Distributions - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2025/3/17/the-10-year-rule-is-here-to-stay monthly 0.5 2025-03-21 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/f922a693-288e-4fcc-aabb-3c8cacbf3a82/One+per+12+month+12-2021.jpg Articles - The 10-Year Rule is Here to Stay - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/09971003-c707-41af-b61c-d008fc4f26fb/RBD+table+1000px.jpg Articles - The 10-Year Rule is Here to Stay - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/15e5f40d-8fc0-4813-947d-23c16f5a1329/10-Year+Rule+-+Death+On+or+After+RBD+1000px.jpg Articles - The 10-Year Rule is Here to Stay - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2025/3/17/when-to-fund-and-deduct-employer-contributions monthly 0.5 2025-03-20 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/56db4502-f178-49d4-9a6b-a2744ecb480c/LE+Tables+8-2021.jpg Articles - When to Fund and Deduct Employer Contributions - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2025/3/19/understanding-ira-prohibited-transactions monthly 0.5 2025-03-20 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1506977330005-GBKV39JZBJDIL2QC6J5N/newBusiness.jpg Articles - Understanding IRA Prohibited Transactions - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2025/3/17/washington-pulse-dol-issues-final-amendments-to-the-vfcp monthly 0.5 2025-03-20 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/7ea5fbe1-0ae9-48d2-ad97-06213066e661/AWP+Header.jpg Articles - Washington Pulse: DOL Issues Final Amendments to the VFCP - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2025/3/17/ira-contribution-reporting-requirements monthly 0.5 2025-03-20 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/be8cbbf2-5f31-4b1d-91a2-f7a9c0ae3d87/Mary+Hopkins+300x300.jpg Articles - IRA Contribution Reporting Requirements - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2025/3/17/failing-to-remove-an-rmd-from-a-401k-plan-can-be-corrected monthly 0.5 2025-03-20 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/17be1c2d-7fdf-4ce2-b578-ab273209ed53/Shelly+McKinnon+300x300.jpg Articles - Failing to Remove an RMD from a 401(k) Plan Can Be Corrected - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2025/3/17/treasury-announces-suspension-of-enforcement-of-corporate-transparency-act monthly 0.5 2025-03-20 https://thelink.ascensus.com/articles/2025/2/19/recent-changes-let-workers-save-more monthly 0.5 2025-03-04 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/5bc95fe9-73d3-458a-a106-e65809cf2cf0/The+SEP+Plan.jpg Articles - Recent Changes Let Workers Save More - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/da20a4ef-0b98-41b4-91a9-7cae112f3a50/Employer-Sponsored+Retirement+Plan+Contribution+Limits.png Articles - Recent Changes Let Workers Save More - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2025/2/19/terminating-esas-at-age-30 monthly 0.5 2025-02-20 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/a7146eed-85e6-4eb0-8473-16da9cac2ed1/College+Student_554258090.jpg Articles - Terminating ESAs at Age 30 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2025/2/18/irs-releases-proposed-mandatory-automatic-enrollment-regulation monthly 0.5 2025-02-20 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/7ea5fbe1-0ae9-48d2-ad97-06213066e661/AWP+Header.jpg Articles - IRS Releases Proposed Mandatory Automatic Enrollment Regulation - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2025/2/18/federal-withholding-for-us-and-non-us-based-ira-payees monthly 0.5 2025-02-20 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/6b1d5a22-1085-411b-9b78-6fcb9dccc7d4/Agatha+Schmidt+0823+300x300.jpg Articles - Federal Withholding for U.S. and Non-U.S.-Based IRA Payees - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2025/2/18/how-do-union-plans-or-union-employees-affect-qualified-plans monthly 0.5 2025-02-20 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/350f81c6-030a-4d3c-b587-a4e732471288/Cathy+Corrado+300x300.jpg Articles - How do Union Plans or Union Employees Affect Qualified Plans? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2025/1/14/happy-50th-birthday-traditional-iras-a-look-back-at-a-half-century-of-retirement-savings monthly 0.5 2025-01-16 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/98070617-7ac7-4aa3-83dc-5f51e5a4dfba/Gold+50.jpg Articles - Happy 50th Birthday, Traditional IRAs: A Look Back at a Half-Century of Retirement Savings - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2025/1/14/roth-ira-beneficiary-options-and-reporting-requirements monthly 0.5 2025-01-16 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/6b4ecdc5-5da1-4344-afdb-48d0647e3ddc/Separate+Accounting+0322.jpg Articles - Roth IRA Beneficiary Options and Reporting Requirements - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/7c96b45c-ff23-4bc2-9151-d9049c21f39d/Roth+IRA+Bene+Distribution+Codes+1000px.jpg Articles - Roth IRA Beneficiary Options and Reporting Requirements - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/422eda72-f0b9-496c-bdd7-8af690e06374/Roth+IRA+%28Death+before+1-1-2020%29.jpg Articles - Roth IRA Beneficiary Options and Reporting Requirements - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/6516f46c-289d-4212-98e5-2d1dfe8f0e87/Roth+IRA+%28Death+on+or+after+1-1-2020%29.jpg Articles - Roth IRA Beneficiary Options and Reporting Requirements - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/3d9df7ff-cb45-4bef-8c76-c3e66a47f6ed/Roth+IRA+Trust+Bene+On+or+After+1000px.jpg Articles - Roth IRA Beneficiary Options and Reporting Requirements - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/f992bfc9-4c28-41ba-a96b-862c0f467c1e/Roth+IRA+Trust+Bene+Before+1000px.jpg Articles - Roth IRA Beneficiary Options and Reporting Requirements - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2025/1/14/ira-rmd-statement-requirements monthly 0.5 2025-01-16 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/3703c39b-f11a-4cb3-888f-2ebbecef0fa6/Alexis-Gonzalez-del-Valle.jpg Articles - IRA RMD Statement Requirements - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2025/1/15/prevailing-wage-contributions-in-defined-contribution-plans monthly 0.5 2025-01-16 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/0a1fa117-0bc6-4542-aaa7-31e1e05086e3/Interns+0323.jpg Articles - Prevailing Wage Contributions in Defined Contribution Plans - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2025/1/14/distribution-consent-requirements monthly 0.5 2025-01-16 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/7b4cce87-a021-4993-bc9f-ecceedefb5b2/Jeff+Aga+300x300.jpg Articles - Distribution Consent Requirements - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2025/1/14/extension-of-telehealth-services-ends monthly 0.5 2025-01-16 https://thelink.ascensus.com/articles/2024/12/18/rmd-regulations-year-of-death-rules-yield-both-answers-and-questions monthly 0.5 2024-12-19 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/0042cb3c-05e5-47ae-a8a2-d084faa15256/Couple+with+FA+183934815+RECTANGLE.jpg Articles - RMD Regulations’ Year-of-Death Rules Yield Both Answers and Questions - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2024/12/18/understanding-rmds monthly 0.5 2024-12-19 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/67b3f717-0cbd-4920-ac65-11d0af811ecb/Ben+Maas+300x300.jpg Articles - Understanding RMDs - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2024/12/18/irc-sec-402g-excesses-explained monthly 0.5 2024-12-19 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/56af37d8-e6d9-4510-a704-17830e3b4007/Doreen+Happke+300x300.jpg Articles - IRC Sec. 402(g) Excesses Explained - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2024/12/18/retirement-spotlight-irs-releases-final-regulations-on-tax-withholding-requirements monthly 0.5 2024-12-19 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/ce561294-c3a9-44b0-ad43-1647101a07fd/IRS+building+2+SS_6839749.jpg Articles - IRS Releases Final Regulations on Tax Withholding Requirements - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2024/12/18/2025-brings-more-deferral-opportunities-for-employees monthly 0.5 2024-12-19 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/6bcd28d3-0551-4b00-a418-6ecb78f8ffe5/Accepting+Assets+2.jpg Articles - 2025 Brings More Deferral Opportunities for Employees - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/e767b4b7-4173-4e63-aecb-7a84c474d6bb/deferral+limits.png Articles - 2025 Brings More Deferral Opportunities for Employees - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2024/12/18/washington-pulse-irs-releases-interim-guidance-on-inadvertent-benefit-overpayments monthly 0.5 2024-12-19 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/7ea5fbe1-0ae9-48d2-ad97-06213066e661/AWP+Header.jpg Articles - IRS Releases Interim Guidance on Inadvertent Benefit Overpayments - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/bd6e433e-eca6-4d6f-baf9-aedd3f415de2/overpayments+1.png Articles - IRS Releases Interim Guidance on Inadvertent Benefit Overpayments - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/09ace343-aee7-46ad-a181-13c3acc72161/overpayments+2.png Articles - IRS Releases Interim Guidance on Inadvertent Benefit Overpayments - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2024/11/20/irs-releases-2025-cost-of-living-adjusted-retirement-savings-limitations monthly 0.5 2024-11-21 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/f6875e99-7be1-49a4-a07a-1219aa843422/2025+COLA+Limitations+1.jpg Articles - IRS Releases 2025 Cost-of-Living Adjusted Retirement Savings Limitations - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/5d27985c-8e81-4aba-bcc0-a180b0886499/2025+COLA+Limitations+3.jpg Articles - IRS Releases 2025 Cost-of-Living Adjusted Retirement Savings Limitations - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/060a91eb-97f1-4ea8-9cd6-7e6a2f3da45e/2025+COLA+Limitations+4.jpg Articles - IRS Releases 2025 Cost-of-Living Adjusted Retirement Savings Limitations - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/e6796a27-857e-44c3-979c-6dd0ec78b5ec/2025+COLA+Limitations+5.jpg Articles - IRS Releases 2025 Cost-of-Living Adjusted Retirement Savings Limitations - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2024/11/19/understanding-hsa-beneficiary-options monthly 0.5 2024-11-21 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/f922a693-288e-4fcc-aabb-3c8cacbf3a82/One+per+12+month+12-2021.jpg Articles - Understanding HSA Beneficiary Options - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2024/11/19/choosing-vesting-requirements-for-qualified-retirement-plan-purposes monthly 0.5 2024-11-21 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/bfb29524-79da-4157-b18d-3dd9e20f1422/AdobeStock_1024308659.jpg Articles - Choosing Vesting Requirements for Qualified Retirement Plan Purposes - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2024/11/19/sep-and-simple-ira-plans-for-minors monthly 0.5 2024-11-21 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/7c08bf60-2280-4b4b-beaa-2fdb31e7148b/Michelle+Freiholtz+300x300.jpg Articles - 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IRS Releases Guidance for LTPT Employees of ERISA 403(b) Plans - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2024/10/16/top-ira-questions-from-ascend monthly 0.5 2024-10-17 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/c1bf15ab-8b21-4a40-9666-2f2638651da3/Solution+Center+8-2022.jpg Articles - Top IRA Questions from Ascend - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2024/10/16/more-changes-for-rmds monthly 0.5 2024-10-17 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/5199986f-cdde-4708-b1b7-5756db61776c/RMD+Age+Changes+500px.jpg Articles - More Changes for RMDs - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2024/10/16/new-rmd-rule-could-affect-spouse-beneficiaries-hypothetically monthly 0.5 2024-10-17 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/41c6828a-7bbf-4626-a4be-a518a4fc33e8/Mike+Rahn+300x300.jpg Articles - New RMD Rule Could Affect Spouse Beneficiaries, Hypothetically - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/4c68a71c-a537-465b-aba2-4df3c4cc615a/Hypothetical+RMDs+chart+1+750px+%281%29.jpg Articles - New RMD Rule Could Affect Spouse Beneficiaries, Hypothetically - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/7c5eb3ad-8920-4eb9-972d-02536f181854/Hypothetical+RMDs+chart+2+750px+%281%29.jpg Articles - New RMD Rule Could Affect Spouse Beneficiaries, Hypothetically - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2024/10/16/mandatory-automatic-enrollment-under-secure-20 monthly 0.5 2025-11-06 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/e8125f53-bea2-4113-9764-aef7380994e2/Rachel%2BFetters%2B300x300.webp Articles - 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Navigating a Break-in-vesting Service? What You Need to Know About Your Qualified Retirement Plan - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2024/9/17/hsas-and-medicare monthly 0.5 2024-09-19 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/10e2e6cb-26f0-4422-ad41-aa60c7d625fa/Stacy+Torkelson+300x300.JPG Articles - HSAs and Medicare - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2024/9/18/new-guidance-released-on-matching-contributions-for-qualified-student-loan-payments monthly 0.5 2024-09-23 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/7ea5fbe1-0ae9-48d2-ad97-06213066e661/AWP+Header.jpg Articles - New Guidance Released on Matching Contributions for Qualified Student Loan Payments - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/08e9941d-4d7b-4b87-8481-ef637e9fd2e7/Maximum+QSLP.jpg Articles - New Guidance Released on Matching Contributions for Qualified Student Loan Payments - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/19f792e4-ee01-49b6-8e0e-8b8f0dfd2154/Student+Loan+payments.jpg Articles - New Guidance Released on Matching Contributions for Qualified Student Loan Payments - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2024/9/17/401k-actual-deferral-percentage-compliance-test-basics monthly 0.5 2024-09-19 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/907567c8-1364-4b43-9fb1-214cc7c62728/Anna+Noble+300x300.jpg Articles - 401(k) Actual Deferral Percentage Compliance Test Basics - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2024/8/14/removing-excess-ira-contributions monthly 0.5 2024-08-15 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1678887016206-U8IBC8P3GOQ0SYGL8632/AtComputer_24837964.jpg Articles - Removing Excess IRA Contributions - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2024/8/14/employee-breaks-in-eligibility-service-are-inevitable-heres-how-to-handle-them monthly 0.5 2024-08-15 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/5bc95fe9-73d3-458a-a106-e65809cf2cf0/The+SEP+Plan.jpg Articles - Employee Breaks-in-Eligibility Service Are Inevitable. Here's How to Handle Them. - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2024/8/14/the-not-so-simple-changes-to-simple-iras monthly 0.5 2024-08-15 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/46358d18-0227-483b-b653-1abd09b9d531/Carrie+Horn+300x300.jpg Articles - The Not-So-Simple Changes to SIMPLE IRAs - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2024/8/14/now-that-cycle-3-is-over-whats-next monthly 0.5 2024-08-15 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/2d3371d0-fce0-43e6-99ac-97d3393a06b9/Sheila+Pawlicki+300x300.jpg Articles - Now that Cycle 3 is Over, What's Next? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2024/8/14/dol-launches-online-filing-option-for-abandoned-plans monthly 0.5 2024-08-15 https://thelink.ascensus.com/articles/2024/7/17/the-importance-of-keeping-beneficiary-designations-up-to-date monthly 0.5 2024-07-18 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/6b4ecdc5-5da1-4344-afdb-48d0647e3ddc/Separate+Accounting+0322.jpg Articles - The Importance of Keeping Beneficiary Designations Up to Date - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2024/7/17/irs-releases-guidance-on-certain-secure-20-penalty-tax-exceptions monthly 0.5 2024-07-18 https://thelink.ascensus.com/articles/2024/7/17/choosing-service-requirements-for-401k-plan-eligibility-purposes monthly 0.5 2024-07-18 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/30044ecd-12f0-4e9f-b817-75a6f1cba5c7/Are+You+Ready+for+an+Audit+4-2022.jpg Articles - Choosing Service Requirements for 401(k) Plan Eligibility Purposes - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2024/7/17/removing-and-recharacterizing-excess-ira-contributions monthly 0.5 2024-07-18 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/751cdbd4-9614-46bf-a38d-ccf5aae9975b/Tammy+Schultz+300x300.jpg Articles - Removing and Recharacterizing Excess IRA Contributions - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2024/7/17/handling-cashout-distributions monthly 0.5 2024-07-18 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/8aff8aaf-1769-41ae-99c9-f2accd6e19cb/Cindy+Fairchild.jpg Articles - Handling Cashout Distributions - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2024/7/17/student-loan-repayments-and-matching-contributions monthly 0.5 2024-07-18 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/a7146eed-85e6-4eb0-8473-16da9cac2ed1/College+Student_554258090.jpg Articles - Student Loan Repayments and Matching Contributions - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2024/7/17/interim-final-rule-for-abandoned-plans-released monthly 0.5 2024-07-18 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/7ea5fbe1-0ae9-48d2-ad97-06213066e661/AWP+Header.jpg Articles - Interim Final Rule for Abandoned Plans Released - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2024/6/13/how-to-report-late-irahsa-contributions-in-federally-declared-disaster-areas monthly 0.5 2024-06-20 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/c710b896-aa7d-40e5-b9c2-4d64d2ba2c86/Young+couple+studying+bills+AS_44530291+-+Recharacterizations.jpeg Articles - How to Report Late IRA/HSA Contributions in Federally Declared Disaster Areas - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2024/6/13/dol-releases-final-investment-advice-fiduciary-rule monthly 0.5 2024-06-20 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/7ea5fbe1-0ae9-48d2-ad97-06213066e661/AWP+Header.jpg Articles - DOL Releases Final Investment Advice Fiduciary Rule - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2024/6/13/post-severance-compensation-vs-severance-pay monthly 0.5 2024-06-20 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/6bcd28d3-0551-4b00-a418-6ecb78f8ffe5/Accepting+Assets+2.jpg Articles - Post-Severance Compensation vs. Severance Pay - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2024/6/13/untangling-those-tricky-ira-withholding-rules monthly 0.5 2024-06-20 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1de63b98-83bb-498e-8392-2c9118468015/Chad+Neumann+300x300.jpg Articles - Untangling Those Tricky IRA Withholding Rules - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2024/6/13/a-brush-up-on-epcrss-self-correction-program-reviewing-updates-made-to-epcrs-following-the-passage-of-secure-20 monthly 0.5 2024-06-20 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/48f4ffae-3c9d-4d7e-a5a9-778d8dc3f914/Bill+Ellis+300x300.jpg Articles - A Brush Up on EPCRS’s Self-Correction Program: Reviewing updates made to EPCRS following the passage of SECURE 2.0 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2024/6/13/irs-reminds-businesses-of-secure-20-impacts-on-form-w-2 monthly 0.5 2024-06-20 https://thelink.ascensus.com/articles/2024/5/15/are-you-in-your-70s-the-what-who-and-how-of-delaying-rmds monthly 0.5 2024-05-16 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/5716a6ef-6cc4-47ee-9369-299508541976/Senior+couple_131308156.jpg Articles - Are You in Your 70s? The What, Who, and How of Delaying RMDs - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2024/5/15/irs-and-dol-release-guidance-for-plesa-provisions monthly 0.5 2024-05-16 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/784917fe-deea-4390-a344-f9cae11f79ce/Retirement+Spotlight+banner+2022.jpg Articles - IRS and DOL Release Guidance for PLESA Provisions - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2024/5/15/escheatment-when-to-send-ira-assets-to-the-state monthly 0.5 2024-05-16 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/6154a230-8288-4f09-b3e6-032d9bb34b56/Debbie+Shipman+300x300.jpg Articles - Escheatment: When to Send IRA Assets to the State - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2024/5/15/retroactive-amending-to-deny-hce-safe-harbor-contributions-when-if-and-how monthly 0.5 2024-05-16 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/013597d0-b022-4188-a78c-df0f34c71a76/Pa+Nhia+Lor+300x300.jpg Articles - Retroactive Amending to Deny HCE Safe Harbor Contributions: When, If, and How - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2024/5/15/2025-hsa-limits-released monthly 0.5 2024-05-16 https://thelink.ascensus.com/articles/2024/5/15/irs-reminds-businesses-of-secure-20-impacts-on-form-w-2 monthly 0.5 2024-05-16 https://thelink.ascensus.com/articles/2024/5/15/irs-releases-faqs-on-secure-20-disaster-relief monthly 0.5 2024-05-16 https://thelink.ascensus.com/articles/2024/4/17/irs-provides-further-rmd-transition-relief-under-the-secure-act monthly 0.5 2024-04-18 https://thelink.ascensus.com/articles/2024/4/16/reduce-form-5498-reporting-errors-with-this-simple-step monthly 0.5 2024-04-18 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1678887016206-U8IBC8P3GOQ0SYGL8632/AtComputer_24837964.jpg Articles - Reduce Form 5498 Reporting Errors with this Simple Step - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2024/4/16/washington-pulse-dol-releases-proposed-regulations-for-automatic-portability-transactions monthly 0.5 2024-04-18 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/6bd96ec0-cb92-4f19-9ecf-8603ee0c2b04/Washington+Pulse+banner.jpg Articles - Washington Pulse: DOL Releases Proposed Regulations for Automatic Portability Transactions - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2024/4/17/529-plan-to-roth-ira-rollovers monthly 0.5 2024-04-18 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/53a7ba74-e08e-4e56-a451-0fbeff279490/Mike+Rahn+300x300.jpg Articles - 529 Plan-to-Roth IRA Rollovers - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2024/4/17/understanding-the-new-eligibility-requirements-for-long-term-part-time-employees monthly 0.5 2024-04-18 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1d87ee42-6b2e-4085-b76a-9dacf58e7a7b/Lisa+Haberman+300x300.jpg Articles - Understanding the New Eligibility Requirements for Long-Term, Part-Time Employees - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2024/4/16/washington-pulse-dol-releases-final-rule-clarifying-employee-or-independent-contractor-status monthly 0.5 2024-04-18 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/6bd96ec0-cb92-4f19-9ecf-8603ee0c2b04/Washington+Pulse+banner.jpg Articles - Washington Pulse: DOL Releases Final Rule Clarifying Employee or Independent Contractor Status - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2024/3/20/secure-20-act-adds-new-penalty-tax-exception-for-terminal-illness monthly 0.5 2024-03-21 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1579125196548-VVISAX9SP0ULNWVA5NE4/Women+Challenges.jpg Articles - SECURE 2.0 Act Adds New Penalty Tax Exception for Terminal Illness - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2024/3/20/ascensus-800-consulting-extended-hours monthly 0.5 2024-03-21 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/9edea37f-a999-4b1c-aa27-a60337931203/SC+4-2023+500px.jpg Articles - Ascensus 800 Consulting Extended Hours - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2024/3/20/dont-get-tripped-up-by-tricky-ira-deadlines monthly 0.5 2024-03-21 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/bcbae1fe-64ce-4c1b-8363-0e262191a426/Mary+Hopkins+300x300.jpg Articles - Don’t Get Tripped Up by Tricky IRA Deadlines - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2024/3/20/secure-20-provides-new-financial-incentive-option-for-encouraging-employee-participation monthly 0.5 2024-03-21 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/25610d33-b320-497a-8d20-e1ddd0819db1/Kristoffer+Aas+300x300.jpg Articles - SECURE 2.0 Provides New Financial Incentive Option for Encouraging Employee Participation - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2024/3/20/irs-releases-final-guidance-on-penalty-exceptions-for-failure-to-file-correct-information-returns-or-furnish-payee-statements monthly 0.5 2024-03-21 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/784917fe-deea-4390-a344-f9cae11f79ce/Retirement+Spotlight+banner+2022.jpg Articles - IRS Releases Final Guidance on Penalty Exceptions for Failure to File Correct Information Returns or Furnish Payee Statements - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2024/3/20/secure-20-expands-roth-options-for-sep-and-simple-plans monthly 0.5 2024-03-21 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/6b4ecdc5-5da1-4344-afdb-48d0647e3ddc/Separate+Accounting+0322.jpg Articles - SECURE 2.0 Expands Roth Options for SEP and SIMPLE Plans - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/3be1ac6a-0dd7-4b85-8aa2-bd722df38115/Roth+Withholding+Taxation.png Articles - SECURE 2.0 Expands Roth Options for SEP and SIMPLE Plans - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2024/3/20/secure-20-expands-roth-options-for-employer-sponsored-retirement-plans monthly 0.5 2024-03-21 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/650ef6a3-f584-46b7-974d-7282407d945a/Mature+couple+at+laptop+461283487.jpg Articles - SECURE 2.0 Expands Roth Options for Employer-Sponsored Retirement Plans - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/4924a179-97a2-4538-a7ec-88b24edd25b3/Roth+Plans+1.png Articles - SECURE 2.0 Expands Roth Options for Employer-Sponsored Retirement Plans - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2024/3/20/mid-year-termination-of-simple-ira monthly 0.5 2024-03-21 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/56db4502-f178-49d4-9a6b-a2744ecb480c/LE+Tables+8-2021.jpg Articles - Mid-Year Termination of SIMPLE IRA - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/82ee030a-9f40-4954-8f81-1da4f45ec045/SIMPLE+IRA+1.png Articles - Mid-Year Termination of SIMPLE IRA - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/9cf4dc48-7c0b-4851-8dfc-9e0b0064110d/SIMPLE+IRA+2.png Articles - Mid-Year Termination of SIMPLE IRA - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2024/3/20/contributions-limits-increased-for-simple-plans monthly 0.5 2024-03-21 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/f922a693-288e-4fcc-aabb-3c8cacbf3a82/One+per+12+month+12-2021.jpg Articles - Contribution Limits Increased for SIMPLE Plans - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/6b4f79a4-3054-4507-b84c-bd99ccb30837/SIMPLE+plan+deferral+limits.png Articles - Contribution Limits Increased for SIMPLE Plans - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2024/2/14/irs-offers-details-on-secure-act-20-roth-sep-and-simple-provisions monthly 0.5 2024-02-15 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/5a2f47fb-3c1a-4927-a630-d9cedf11a60f/Savings+trends.jpg Articles - IRS Offers Details on SECURE Act 2.0 Roth SEP and SIMPLE Provisions - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2024/2/14/irs-releases-guidance-on-secure-20-provisions monthly 0.5 2024-02-15 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/6bd96ec0-cb92-4f19-9ecf-8603ee0c2b04/Washington+Pulse+banner.jpg Articles - IRS Releases Guidance on SECURE 2.0 Provisions - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2024/2/14/understanding-the-10-year-rule monthly 0.5 2024-10-30 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/d0252025-2d89-42a0-b4b5-490594696b21/Couple+with+FA+183934815+RECTANGLE.jpg Articles - Understanding the 10-Year Rule - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2024/2/14/medical-expenses-that-can-and-cant-be-covered-by-an-hsa monthly 0.5 2024-02-15 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/6b1d5a22-1085-411b-9b78-6fcb9dccc7d4/Agatha+Schmidt+0823+300x300.jpg Articles - Medical Expenses That Can and Can't Be Covered by an HSA - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2024/2/14/additional-employer-matching-contributions-in-a-safe-harbor-plan monthly 0.5 2024-02-15 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/350f81c6-030a-4d3c-b587-a4e732471288/Cathy+Corrado+300x300.jpg Articles - Additional Employer Matching Contributions in a Safe Harbor Plan - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2024/1/17/more-secure-20-provisions-take-effect-in-2024 monthly 0.5 2024-02-14 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/6bcd28d3-0551-4b00-a418-6ecb78f8ffe5/Accepting+Assets+2.jpg Articles - More SECURE 2.0 Provisions Take Effect in 2024 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2024/1/17/is-your-organization-on-track-to-meet-these-ira-hsa-and-coverdell-esa-deadlines monthly 0.5 2024-01-18 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/c7535891-86e3-4d34-a1d4-2d2375cfd758/Clock+AS_58505406.jpg Articles - Is Your Organization on Track to Meet These IRA, HSA, and Coverdell ESA Deadlines? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2024/1/17/ira-contribution-eligibility-vs-deductibility-there-is-a-difference monthly 0.5 2024-01-18 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/073b1239-bdf9-42e6-909b-7c8f8bff293e/Eligibility+vs+Deductibility+infographic.jpg Articles - IRA Contribution Eligibility vs. Deductibility: There Is a Difference - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/6b2ed091-70c5-49d3-bfb7-afff2bf299d2/Traditional+IRA+Deductibility+MAGI+Phase-Out+Ranges_1123+1500px.jpg Articles - IRA Contribution Eligibility vs. Deductibility: There Is a Difference - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/66b97cc7-3930-4fbd-9469-16b1c24d2581/Eligibility+vs+Deductibility+equation.jpg Articles - IRA Contribution Eligibility vs. Deductibility: There Is a Difference - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2024/1/17/common-ira-contribution-questions monthly 0.5 2024-01-18 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/3703c39b-f11a-4cb3-888f-2ebbecef0fa6/Alexis-Gonzalez-del-Valle.jpg Articles - Common IRA Contribution Questions - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2024/1/17/the-sarbanes-oxley-blackout-notice-and-its-requirements monthly 0.5 2024-01-18 https://thelink.ascensus.com/articles/2023/12/20/irs-issues-secure-20-guidance monthly 0.5 2023-12-21 https://thelink.ascensus.com/articles/2023/12/20/ira-reporting-for-the-year-of-death monthly 0.5 2023-12-21 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/56db4502-f178-49d4-9a6b-a2744ecb480c/LE+Tables+8-2021.jpg Articles - IRA Reporting for the Year of Death - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2023/12/20/common-compliance-testing-questions monthly 0.5 2023-12-21 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/20bfa8ee-4f41-4732-a83d-47f2d1f9839b/AtComputer_24837964.jpg Articles - Common Compliance Testing Questions - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/c306db95-9165-4cb4-a05b-b3717ce1673a/the+link+graph.png Articles - Common Compliance Testing Questions - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/0bc951f8-e78b-42dc-8848-7d61838209dd/the+link+graph+2.png Articles - Common Compliance Testing Questions - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2023/12/20/naming-a-trust-as-ira-beneficiary monthly 0.5 2023-12-21 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/53a7ba74-e08e-4e56-a451-0fbeff279490/Mike+Rahn+300x300.jpg Articles - Naming a Trust as IRA Beneficiary - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2023/12/20/washington-pulse-irs-issues-proposed-long-term-part-time-regulations monthly 0.5 2023-12-21 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/6bd96ec0-cb92-4f19-9ecf-8603ee0c2b04/Washington+Pulse+banner.jpg Articles - IRS Issues Proposed Long-Term, Part-Time Regulations - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2023/12/20/effects-of-military-service-on-a-retirement-plan monthly 0.5 2023-12-21 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/b4a81880-7b22-4c4f-a592-be4296b5aeb7/Cindy+Fairchild.jpg Articles - Effects of Military Service on a Retirement Plan - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2023/11/15/reporting-escheated-iras monthly 0.5 2023-11-16 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/28b01529-f37a-4cfd-8a6b-07e57b2238b6/escheat+dictionary.jpg Articles - Reporting Escheated IRAs - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2023/11/15/irs-releases-2024-cost-of-living-adjusted-retirement-savings-limitations monthly 0.5 2023-11-16 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/9047348b-5215-4d0c-92a1-d8829a575339/IRS+building+2+SS_6839749.jpg Articles - IRS Releases 2024 Cost-of-Living Adjusted Retirement Savings Limitations - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2023/11/15/dol-proposes-expanded-definition-of-investment-advice-fiduciary monthly 0.5 2023-11-16 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/6bd96ec0-cb92-4f19-9ecf-8603ee0c2b04/Washington+Pulse+banner.jpg Articles - DOL Proposes Expanded Definition of Investment Advice Fiduciary - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2023/11/15/understanding-the-details-of-ira-rollover-restrictions monthly 0.5 2023-11-16 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/bac29192-cbc5-4f5c-821e-be6e1d67890d/Stacy+Torkelson+300x300.JPG Articles - Understanding the Details of IRA Rollover Restrictions - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2023/11/15/top-heavy-testing monthly 0.5 2023-11-16 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/18fc6ced-70ba-488a-a7a3-69c3e1b5becb/Kathy+Hamlin+300x300.jpg Articles - Top-Heavy Testing - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2023/10/18/take-the-fear-out-of-ira-portability monthly 0.5 2023-10-19 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/c260d47f-df6b-4151-96c9-ccb9f6bdbce8/Take+the+Fear+Out+Man_306452821.jpg Articles - Take the Fear Out of IRA Portability - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2023/10/18/common-misconceptions-about-using-your-hsa-during-retirement monthly 0.5 2023-10-19 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/5716a6ef-6cc4-47ee-9369-299508541976/Senior+couple_131308156.jpg Articles - Common Misconceptions About Using Your HSA During Retirement - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2023/10/18/q-is-for-qualified-coverdell-esa-distributions-helping-your-clients-pay-for-education-expenses monthly 0.5 2023-10-19 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/a7146eed-85e6-4eb0-8473-16da9cac2ed1/College+Student_554258090.jpg Articles - Q is for Qualified Coverdell ESA Distributions: Helping Your Clients Pay for Education Expenses - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/3e365b88-e95d-45a8-b857-afefaed3ee70/Qualified+education+expenses+1000px.jpg Articles - Q is for Qualified Coverdell ESA Distributions: Helping Your Clients Pay for Education Expenses - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/9a93bd5c-7471-4862-87d1-38ad2dec6a3b/1099-Q+%281119%29+Copy+A.jpg Articles - Q is for Qualified Coverdell ESA Distributions: Helping Your Clients Pay for Education Expenses - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2023/10/18/a-refresher-on-ira-rollovers monthly 0.5 2023-10-19 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/6f5f2e26-672c-4c47-8282-9ef270172808/Carrie+Horn+300x300.jpg Articles - A Refresher on IRA Rollovers - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2023/10/18/safe-harbor-401k-basics monthly 0.5 2023-10-19 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/907567c8-1364-4b43-9fb1-214cc7c62728/Anna+Noble+300x300.jpg Articles - Safe Harbor 401(k) Basics - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2023/9/20/ira-compliance-are-you-prepared-for-an-irs-audit monthly 0.5 2023-09-21 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/a736bcbc-4881-45a6-bbf6-8048777a8960/files+in+drawer+500px.jpg Articles - IRA Compliance — Are You Prepared for an IRS Audit? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2023/9/20/traditional-vs-roth-what-should-i-tell-my-clients monthly 0.5 2023-09-21 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/6b4ecdc5-5da1-4344-afdb-48d0647e3ddc/Separate+Accounting+0322.jpg Articles - Traditional vs. Roth: What Should I Tell My Clients? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2023/9/20/deadline-approaches-for-2022-ira-recharacterizations-and-excess-contribution-removals monthly 0.5 2023-09-21 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/f900906a-c8bb-4c62-904d-0cc0fd1ee89f/Tammy+Schultz+300x300.jpg Articles - Deadline Approaches for 2022 IRA Recharacterizations and Excess Contribution Removals - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2023/9/20/deposit-deadlines-for-elective-deferrals monthly 0.5 2023-09-21 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/aae698b1-f9c5-46cf-b123-7d87d4d29611/Sheila+Pawlicki+300x300.jpg Articles - Deposit Deadlines for Elective Deferrals - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2023/9/20/irs-updates-procedures-for-exceptions-from-certain-electronic-filing-requirements monthly 0.5 2023-09-21 https://thelink.ascensus.com/articles/2023/8/11/rmd-rules-when-an-ira-owner-dies monthly 0.5 2023-08-24 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/0042cb3c-05e5-47ae-a8a2-d084faa15256/Couple+with+FA+183934815+RECTANGLE.jpg Articles - RMD Rules When an IRA Owner Dies - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/bf010243-640b-42a8-8f27-295dc5552e5b/RMD+Age+Changes+500px.jpg Articles - RMD Rules When an IRA Owner Dies - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2023/8/11/what-youll-need-before-opening-an-hsa monthly 0.5 2023-08-17 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/48c380bf-4b39-4165-a91c-821dd2ae1516/Establishing+HSAs+0920.jpg Articles - What You’ll Need Before Opening an HSA - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2023/8/11/the-importance-of-establishing-sound-plan-policies-and-procedures monthly 0.5 2023-08-17 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/df537d52-b243-49db-a183-3431deb71531/Plan+Establishment+Deadline+1-2021.jpg Articles - The Importance of Establishing Sound Plan Policies and Procedures - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2023/8/11/ira-disclaimers-what-to-do-when-a-beneficiary-refuses-to-inherit-an-ira monthly 0.5 2023-08-17 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/3c6856d4-4c0a-4f5e-8dc6-69b4a19845d7/Chad+Neumann+300x300.jpg Articles - IRA Disclaimers: What to do When a Beneficiary Refuses to Inherit an IRA - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2023/8/11/how-a-qualified-plans-effective-date-contributes-to-a-plans-success monthly 0.5 2023-08-17 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/bc740045-e964-4739-998d-5857b89d9a8e/Cindy+Fairchild.jpg Articles - How a Qualified Plan’s Effective Date Contributes to a Plan’s Success - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2023/7/18/now-is-the-perfect-time-to-review-your-record-retention-procedures monthly 0.5 2023-07-20 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/7254bac9-db64-43e4-b574-30f9c1e1745e/Archive+button+500px.jpg Articles - Now is the Perfect Time to Review Your Record Retention Procedures - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2023/7/18/employer-sponsored-retirement-plan-rollovers-what-are-my-clients-options monthly 0.5 2023-07-20 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/b4d5f9a7-3388-4cd8-b312-6b1968e10974/Retirement+Plans+and+Money+500px.jpg Articles - Employer-Sponsored Retirement Plan Rollovers: What Are My Client’s Options? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2023/7/18/the-abcs-of-hsas-your-common-hsa-questions-answered monthly 0.5 2023-07-20 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/576c8b92-16fd-42d7-9dd9-fc46752b2266/Debbie+Shipman+300x300.jpg Articles - The ABCs of HSAs: Your Common HSA Questions Answered - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2023/7/18/demystifying-forfeiture-and-suspense-accounts monthly 0.5 2023-07-20 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/48f4ffae-3c9d-4d7e-a5a9-778d8dc3f914/Bill+Ellis+300x300.jpg Articles - Demystifying Forfeiture and Suspense Accounts - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2023/7/17/irs-provides-additional-rmd-transition-relief-under-securesecure-20 monthly 0.5 2023-07-20 https://thelink.ascensus.com/articles/2023/7/17/irs-issues-interim-guidance-on-plan-corrections-under-secure-20-act monthly 0.5 2023-07-20 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/784917fe-deea-4390-a344-f9cae11f79ce/Retirement+Spotlight+banner+2022.jpg Articles - IRS Issues Interim Guidance on Plan Corrections Under SECURE 2.0 Act - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2023/6/14/tracking-down-beneficiaries monthly 0.5 2023-06-15 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/0042cb3c-05e5-47ae-a8a2-d084faa15256/Couple+with+FA+183934815+RECTANGLE.jpg Articles - Tracking Down Beneficiaries - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2023/6/14/retirement-spotlight-proposed-regulations-govern-making-participant-elections-and-spousal-consents-electronically monthly 0.5 2023-06-15 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/784917fe-deea-4390-a344-f9cae11f79ce/Retirement+Spotlight+banner+2022.jpg Articles - Proposed Regulations Govern Making Participant Elections and Spousal Consents Electronically - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2023/6/14/common-coverdell-esa-distribution-and-portability-questions monthly 0.5 2023-06-15 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/72b16847-5713-4bd9-a837-cb6d8f1d3b31/Alexis-Gonzalez-del-Valle.jpg Articles - Common Coverdell ESA Distribution and Portability Questions - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2023/6/14/how-secure-20-affects-family-attribution-rules monthly 0.5 2023-06-26 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/b3f21b1d-f370-4c2e-bcbf-69065570d693/Randy+Barnes+300x300.jpg Articles - How SECURE 2.0 Affects Family Attribution Rules - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2023/6/13/secure-20-adds-new-penalty-free-distribution-option-for-certain-emergency-expenses monthly 0.5 2023-06-15 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/c1672f86-c88e-4416-806a-a8b916f13a31/Family+signing+paper+177105781.jpg Articles - SECURE 2.0 Adds New Penalty-Free Distribution Option for Certain Emergency Expenses - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2023/6/13/secure-20-provides-new-ways-to-take-penalty-free-distributions monthly 0.5 2023-06-15 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/dbb79dce-96f3-42ca-ba3d-3fdf5f37795f/Woman+studying+bills+AS_167672628.jpeg Articles - SECURE 2.0 Provides New Ways to Take Penalty-Free Distributions - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2023/6/13/irs-provides-epcrs-guidance-related-to-secure-20 monthly 0.5 2023-06-15 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/9047348b-5215-4d0c-92a1-d8829a575339/IRS+building+2+SS_6839749.jpg Articles - IRS Provides EPCRS Guidance Related to SECURE 2.0 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2023/5/17/our-client-says-that-weve-incorrectly-reported-his-sep-contributionwhat-do-we-do monthly 0.5 2023-05-18 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/dbb79dce-96f3-42ca-ba3d-3fdf5f37795f/Woman+studying+bills+AS_167672628.jpeg Articles - Our Client Says That We’ve Incorrectly Reported His SEP Contribution—What Do We Do? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/8822229b-7615-4b48-9df3-9064537ef626/Box+8+1000px.jpg Articles - Our Client Says That We’ve Incorrectly Reported His SEP Contribution—What Do We Do? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2023/5/17/can-interns-and-other-employment-classes-be-excluded-from-retirement-plan-participation-including-eligibility-to-receive-safe-harbor-contributions monthly 0.5 2023-05-18 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/0a1fa117-0bc6-4542-aaa7-31e1e05086e3/Interns+0323.jpg Articles - Can Interns and Other Employment Classes be Excluded From Retirement Plan Participation, Including Eligibility to Receive Safe Harbor Contributions? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2023/5/17/your-sep-and-simple-questions-answered monthly 0.5 2023-05-18 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/db77096d-e4d5-47e8-b372-db8ffede3747/Ben+Maas+300x300.jpg Articles - Your SEP and SIMPLE Questions Answered - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2023/5/17/beaware-of-roth-ira-and-roth-employer-plan-differences monthly 0.5 2023-05-18 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/c46f2f77-53a7-4673-98a8-d1ca328b7270/Mike+Rahn+300x300.jpg Articles - Be(A)ware of Roth IRA and Roth Employer Plan Differences - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2023/5/17/2024-hsa-limits-released monthly 0.5 2023-05-18 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/b628a376-0265-4ac3-91ea-1d6add7683d6/HSA+stethoscope+cash.jpg Articles - 2024 HSA Limits Released - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2023/4/19/do-you-have-clients-in-a-federally-declared-disaster-area-heres-how-to-navigate-form-5498-reporting-and-late-irahsa-contributions monthly 0.5 2023-04-20 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/47121ea9-d099-4fb6-a3d8-a4ee14936fa1/Young+couple+studying+bills+AS_144530291.jpeg Articles - Do You Have Clients in a Federally Declared Disaster Area? Here’s How to Navigate Form 5498 Reporting and Late IRA/HSA Contributions - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2023/4/19/agencies-update-form-5500 monthly 0.5 2023-04-20 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/20cc63bd-c886-413f-a8f1-82cbd2a64c81/DOL+building.jpg Articles - Agencies Update Form 5500 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2023/4/19/agencies-change-form-5500-schedules monthly 0.5 2023-04-20 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/9f564e9d-1cf9-4d85-93df-8376f608dd9b/IRS+building+1+78053747.jpg Articles - Agencies Change Form 5500 Schedules - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2023/4/19/navigating-the-new-federal-withholding-requirements monthly 0.5 2023-04-20 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/bcbae1fe-64ce-4c1b-8363-0e262191a426/Mary+Hopkins+300x300.jpg Articles - Navigating the New Federal Withholding Requirements - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2023/4/19/voluntary-correction-program-vcp-considerations monthly 0.5 2023-04-20 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/8a1061b7-6ab8-4237-b6ef-96c8b91bffbf/Luke+Swanson+300x300.jpg Articles - Voluntary Correction Program (VCP) Considerations - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2023/3/15/secure-20-offers-new-type-of-emergency-savings-account monthly 0.5 2023-03-16 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/7ceae352-1b6e-437c-84df-cb5fbab42081/PLESAs+0323.jpg Articles - SECURE 2.0 Offers New Type of Emergency Savings Account - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2023/3/15/what-to-do-when-an-hsa-owner-dies monthly 0.5 2023-03-16 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/af348eaa-a384-4556-b3d0-9b1d091ce6ac/Caiti+Christen+300x300.jpg Articles - What to do When an HSA Owner Dies - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2023/3/15/401k-plan-terminations-and-successor-plan-rules monthly 0.5 2023-03-16 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/67cde137-b279-428f-ad90-a5f5827d567b/Michelle+Freiholtz+300x300.jpg Articles - 401(k) Plan Terminations and Successor Plan Rules - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2023/3/13/irs-provides-ira-reporting-relief-in-light-of-secure-20-acts-rmd-age-change monthly 0.5 2023-03-16 https://thelink.ascensus.com/articles/2023/3/13/secure-20-requires-new-plans-to-contain-automatic-enrollment-feature monthly 0.5 2023-03-16 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/7db9e25f-8676-4e54-ba1b-2974ac865980/Auto+enrollment+timeline.jpg Articles - SECURE 2.0 Requires New Plans to Contain Automatic Enrollment Feature - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2023/3/13/military-spouse-retirement-plan-eligibility-credit-for-small-employers monthly 0.5 2023-03-16 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/bd35f4cf-ac89-48f5-861e-f23738751c94/Military+Family+0323.jpg Articles - Military Spouse Retirement Plan Eligibility Credit for Small Employers - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2023/3/13/improved-coverage-for-long-term-part-time-employees monthly 0.5 2023-03-16 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/782032c3-5bb2-423a-9e97-fa663dc7dc6e/Baker+467824932.jpg Articles - Improved Coverage for Long-Term, Part-Time Employees - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/ac2b6201-7ead-4931-8012-bc2894da0e3f/LTPT+Timeline+1.jpg Articles - Improved Coverage for Long-Term, Part-Time Employees - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/b6381570-cf8c-4750-b9ee-3a42f2571e94/LTPT+Timeline+2.jpg Articles - Improved Coverage for Long-Term, Part-Time Employees - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2023/3/15/retroactive-first-year-elective-deferrals-for-sole-proprietors monthly 0.5 2023-03-16 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/a1d1c924-c56c-42d6-b110-815c2e1a21ed/AtComputer_24837964+SQUARE.jpg Articles - Retroactive First-Year Elective Deferrals for Sole Proprietors - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/969f99b9-2d53-4318-a7f3-ef1202dfe67b/Retroactive+Deferrals+timeline+1.jpg Articles - Retroactive First-Year Elective Deferrals for Sole Proprietors - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/4ca5a993-f692-4b73-ad6c-43bcf75b984b/Retroactive+Deferrals+timeline+2.jpg Articles - Retroactive First-Year Elective Deferrals for Sole Proprietors - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/6ea2a46d-409f-4562-be55-b3940ba4981f/Retroactive+Deferrals+timeline+3.jpg Articles - Retroactive First-Year Elective Deferrals for Sole Proprietors - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2023/2/14/secure-20-brings-opportunitiesand-some-challenges monthly 0.5 2023-02-16 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/408a2d3a-3231-4059-adcf-7254c6faa910/Boy+on+dads+shoulders+149779886.jpg Articles - SECURE 2.0 Brings Opportunities—and Some Challenges - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2023/2/14/secure-20-opens-window-to-increase-catch-up-contributions monthly 0.5 2023-03-13 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/c684de7a-4bbf-4751-b412-2aec8d56d398/Senior+couple_131308156.jpg Articles - SECURE 2.0 Opens Window to Increase Catch-Up Contributions - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/f0512764-4b82-4f15-b11b-9d9df9304301/2023+Catch-Up+Limits.jpg Articles - SECURE 2.0 Opens Window to Increase Catch-Up Contributions - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/a1c8503f-8bdf-4c49-99b7-7337ebec862d/Future+Catch-Up+Limits.jpg Articles - SECURE 2.0 Opens Window to Increase Catch-Up Contributions - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2023/2/14/whats-the-employers-responsibility-for-my-clients-hsa monthly 0.5 2023-02-16 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/a010bf64-93a6-4c7a-aa03-197659608fe8/Businessman+AS_171304969+RECTANGLE.jpg Articles - What’s The Employer’s Responsibility for My Client’s HSA? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2023/2/14/rollovers-vs-postponedlate-contributions-vs-repayments monthly 0.5 2023-02-16 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/c97483fe-cc20-49f6-9e44-95abbe6b26dc/Agatha+Schmidt+300x300.jpg Articles - Rollovers vs Postponed/Late Contributions vs Repayments - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2023/2/14/the-ins-and-outs-of-in-plan-roth-rollovers monthly 0.5 2023-02-16 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/984c8770-c452-4a4b-a884-7cadd9c21e3c/Cathy+Corrado+300x300.jpg Articles - The Ins and Outs of In-Plan Roth Rollovers - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2023/1/17/secure-20-is-congresss-retirement-enhancement-encore monthly 0.5 2023-01-19 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/f740a9a2-fe5b-4e67-9d3e-0017ff42c7a5/Washington+Pulse+banner.png Articles - SECURE 2.0 is Congress’s Retirement Enhancement Encore - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2023/1/18/rmd-age-delayed-to-73-in-2023 monthly 0.5 2023-01-19 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/f1bebeef-af6e-44f5-bf6f-f2bbcf6cba44/Invalid+Rollovers+9-2021.jpg Articles - RMD Age Delayed to 73 in 2023 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/5197b15a-a5c5-4e40-a593-4ecb7147f653/RMD+Age+Changes+750px.jpg Articles - RMD Age Delayed to 73 in 2023 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2023/1/18/roth-iras-turn-25-a-retirement-savings-tool-with-a-secure-future monthly 0.5 2023-01-19 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/3b6149c6-f496-4b1b-8f2f-09abe31f7a9d/Roth+IRA+key.jpg Articles - Roth IRAs Turn 25 – A Retirement Savings Tool with a “SECURE” Future - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2023/1/18/income-tax-deductions-on-traditional-ira-contributions monthly 0.5 2023-01-19 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/f0214a43-bf13-4c85-9b3b-1c46e0a1f2fc/Alexis-Gonzalez-del-Valle.jpg Articles - Income Tax Deductions on Traditional IRA Contributions - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/ad46ebfd-61f3-444c-a9e5-3315ae69aede/Traditional+IRA+Deductibility+MAGI+Phase-Out+Ranges+%281122%29+1500px.jpg Articles - Income Tax Deductions on Traditional IRA Contributions - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2023/1/18/plan-loans-what-happens-when-employees-leave monthly 0.5 2023-01-19 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/699f050c-b1ac-49e3-95cf-141adc2190a1/Jeff+Aga+300x300.jpg Articles - Plan Loans: What Happens When Employees Leave? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2022/12/14/self-employed-individuals-wrap-up-their-year-with-plan-contributions monthly 0.5 2022-12-15 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/5bc95fe9-73d3-458a-a106-e65809cf2cf0/The+SEP+Plan.jpg Articles - Self-Employed Individuals Wrap Up Their Year With Plan Contributions - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2022/12/14/rmd-statements-is-your-organization-prepared monthly 0.5 2022-12-15 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/069e9acc-f036-4932-8fcc-4c0387721808/Why+boost+participation.jpg Articles - RMD Statements — Is Your Organization Prepared? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2022/12/14/selecting-the-correct-irs-form-1099-r-box-7-distribution-codes monthly 0.5 2022-12-15 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/01b1d9b0-2b08-404a-b3ab-85e285d13aaf/2022+1099R+with+callout+1000px.jpg Articles - Selecting the Correct IRS Form 1099-R Box 7 Distribution Codes - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2022/12/14/roth-conversions-should-you-do-it monthly 0.5 2022-12-15 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/623be64f-3103-44e7-b96b-6d2fd8a20887/Jeff+Aga+300x300.jpg Articles - Roth Conversions: Should You do it? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2022/12/14/related-employer-relationships-the-basics monthly 0.5 2022-12-15 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/7a7f758d-6a91-4904-91be-d7344998a6be/Bill+Ellis+300x300.jpg Articles - Related Employer Relationships – The Basics - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2022/12/14/how-irs-notice-2022-53-affects-beneficiaries monthly 0.5 2022-12-15 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/538d703c-d5d2-4083-bd87-2d2d973d92ec/Retirement+Spotlight+banner+2022.jpg Articles - How IRS Notice 2022-53 Affects Beneficiaries - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2022/12/14/department-of-labor-changes-employee-vs-contractor-rule monthly 0.5 2022-12-15 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/784917fe-deea-4390-a344-f9cae11f79ce/Retirement+Spotlight+banner+2022.jpg Articles - Department of Labor Changes “Employee vs. Contractor” Rule - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2022/11/16/2023-benefit-limit-increases-reflect-inflation-in-us-economy monthly 0.5 2022-11-17 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/e44b6494-2b68-40dd-8ba5-cdecfbc0c314/Hard+to+Value+11-2021.jpg Articles - 2023 Benefit Limit Increases Reflect Inflation in U.S. Economy - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2022/11/16/spousal-beneficiary-options-just-got-a-bit-more-complicated-under-proposed-rmd-regulations monthly 0.5 2022-11-17 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/8ef7d2e4-8a4c-4519-9b82-a6bb9053a251/Women+Challenges.jpg Articles - Spousal Beneficiary Options Just Got (a Bit) More Complicated Under Proposed RMD Regulations - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2022/11/16/solving-the-complexities-of-calculating-self-employed-retirement-plan-contributions monthly 0.5 2022-11-17 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/2b3f7bb6-ed14-4647-b200-12de11094ddf/Savings+trends.jpg Articles - Solving the Complexities of Calculating Self-Employed Retirement Plan Contributions - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2022/11/16/designated-roth-account-and-roth-ira-portability monthly 0.5 2022-11-17 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1d73ab10-215e-49a5-a7d6-e2fbc698f052/Ben+Maas+300x300.jpg Articles - Designated Roth Account and Roth IRA Portability - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2022/11/16/is-a-safe-harbor-plan-right-for-your-client monthly 0.5 2022-11-17 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/ce69f5ce-1381-4cb6-9360-4a6f088bf80a/Ethan+Branum+300x300.jpg Articles - Is a Safe Harbor plan right for your client? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2022/10/19/new-rmd-guidance-brings-temporary-penalty-relief-to-some-beneficiaries monthly 0.5 2022-10-20 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/d23a35f8-baf0-49c4-a248-a93ddc9efc41/SECURE+Bene+Options+7-2021.jpg Articles - New RMD Guidance Brings Temporary Penalty Relief to Some Beneficiaries - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2022/10/19/the-ins-and-outs-of-navigating-retirement monthly 0.5 2022-10-25 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/52825a09-3089-471a-aa0e-3b9a741fbdff/Baker+467824932.jpg Articles - The Ins and Outs of Navigating Retirement - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2022/10/19/an-ira-owner-missed-his-rmd-deadlinewhat-can-we-do monthly 0.5 2022-10-20 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/fb76a37a-6508-4d7d-afb1-5573ca17502e/Clock+AS_58505406.jpg Articles - An IRA Owner Missed His RMD Deadline—What Can We Do? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2022/10/19/how-to-handle-complex-beneficiary-scenarios-after-recent-guidance-law-changes monthly 0.5 2022-10-20 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/5bf641fe-3497-4545-80d5-87fb4a3d33dd/Carrie+Horn+300x300.jpg Articles - How to Handle Complex Beneficiary Scenarios Following Recent Changes - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2022/10/19/differences-in-distributions-due-to-divorce monthly 0.5 2022-10-20 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1d87ee42-6b2e-4085-b76a-9dacf58e7a7b/Lisa+Haberman+300x300.jpg Articles - Differences in Distributions due to Divorce - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2022/10/19/irs-extends-remedial-amendment-period-for-cares-act monthly 0.5 2022-10-20 https://thelink.ascensus.com/articles/2022/10/19/2023-taxable-wage-base-announced monthly 0.5 2022-10-20 https://thelink.ascensus.com/articles/2022/9/14/plan-loans-the-pros-and-cons monthly 0.5 2022-09-15 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/20bfa8ee-4f41-4732-a83d-47f2d1f9839b/AtComputer_24837964.jpg Articles - Plan Loans – The Pros and Cons - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2022/9/13/a-refresher-on-recharacterizations monthly 0.5 2022-09-15 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/f3815fd9-15e3-4a6f-a2be-de659532aa47/Tammy+Schultz+300x300.jpg Articles - A Refresher on Recharacterizations - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2022/9/13/age-and-service-waivers-vs-predecessor-service monthly 0.5 2022-09-15 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/a0b07ac3-ef6f-4754-9018-ed8717386f23/Sheila+Pawlicki+300x300.jpg Articles - Age and Service Waivers vs. Predecessor Service - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2022/9/14/trust-beneficiary-basics monthly 0.5 2022-09-15 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/b2664045-46ed-41a2-add7-9d99cc0dfcb3/Plan+design+changes.jpg Articles - Trust Beneficiary Basics - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/48094d9b-9361-4f3a-975a-62665a74048e/IRA+Trust+Death+Before+1000px.jpg Articles - Trust Beneficiary Basics - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/85e10bfd-54fa-4eeb-9fe8-f1ba83a968fa/IRA+Trust+Death+On+or+After+1000px.jpg Articles - Trust Beneficiary Basics - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2022/9/13/senate-finance-committee-formally-introduces-earn-act monthly 0.5 2022-09-15 https://thelink.ascensus.com/articles/2022/9/13/irs-provides-additional-form-w-4p-w-4r-guidance monthly 0.5 2022-09-15 https://thelink.ascensus.com/articles/2022/9/13/irs-issues-deadline-relief-for-mississippi-water-crisis-victims monthly 0.5 2022-09-15 https://thelink.ascensus.com/articles/2022/8/17/encouraging-retirement-saving-in-the-gig-economy monthly 0.5 2022-08-18 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/68ac0740-8754-4e23-b5a1-6bdbcf228fef/790650-article+banner.png Articles - Encouraging Retirement Saving in the Gig Economy - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2022/8/17/key-questions-to-determine-beneficiary-options monthly 0.5 2022-08-18 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/a91671e3-815d-4458-9889-3e08598ef103/Invalid+Rollovers+9-2021.jpg Articles - Key Questions to Determine Beneficiary Options - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2022/8/17/529-education-savings-plans-and-coverdell-education-savings-accounts-whats-the-difference monthly 0.5 2022-08-18 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/55f3e7e8-877c-46e6-8395-8e050a7b3c40/Boy+on+dads+shoulders+149779886.jpg Articles - 529 Plans and Coverdell ESAs – What’s the Difference? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/a5a72f03-06c2-49c7-83e9-e3114184ed7c/529+vs+ESAs+table+8-15-22.jpg Articles - 529 Plans and Coverdell ESAs – What’s the Difference? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2022/8/17/minors-and-iras monthly 0.5 2022-08-18 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/8f0a0afa-fa73-4a75-9372-0370b1f29a1e/Mary+Hopkins+300x300.jpg Articles - Minors and IRAs - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2022/8/17/challenges-can-arise-with-service-based-matching-contributions monthly 0.5 2022-08-18 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/65d608c3-d5e4-400d-b2fa-e9617fa49c4c/Cal+Preisinger.jpg Articles - Challenges Can Arise With Service-Based Matching Formulas - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2022/8/17/irs-extends-remedial-amendment-period-for-secure-act-miners-act-and-certain-provisions-of-cares-act monthly 0.5 2022-08-18 https://thelink.ascensus.com/articles/2022/7/15/helping-clients-develop-a-healthy-approach-to-retirement-savings monthly 0.5 2022-07-21 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/bd750c6b-c683-43da-89a1-7fd146c2a45f/790650-article+banner.png Articles - Helping Clients Develop a Healthy Approach to Retirement Savings - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2022/7/15/how-to-report-ira-disability-distributions monthly 0.5 2022-07-21 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/23e9f661-275f-44f2-8faf-9f2386551221/Invalid+Rollovers+9-2021.jpg Articles - How to Report IRA Disability Distributions - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/033b17c8-b479-469f-817f-67ef97f4e46c/Physicians+Statement+1000px+with+drop+shadow.jpg Articles - How to Report IRA Disability Distributions - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2022/7/15/pretax-versus-roth-deferrals-understanding-your-401k-contribution-options monthly 0.5 2022-07-21 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/60fa9bb7-1251-4226-994f-f26a484ba5c8/AtComputer_24837964.jpg Articles - Pretax Versus Roth Deferrals: Understanding Your 401(k) Contribution Options - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2022/7/15/what-is-eligible-compensation-when-making-an-ira-contribution monthly 0.5 2022-07-21 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/d1c090f1-5c4a-4a21-b131-032de1fccf7b/IRA+for+Minor+5-2021.jpg Articles - What is Eligible Compensation When Making an IRA Contribution? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2022/7/15/ira-excess-contributions-and-how-to-handle-them monthly 0.5 2022-07-21 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/e6c57f84-e2f8-4629-b851-1f7c508e0c5b/Debbie+Shipman+300x300.jpg Articles - IRA Excess Contributions and How to Handle Them - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1f2a40c8-cd2d-4110-99d2-04b8beb52b4a/equation+1.jpg Articles - IRA Excess Contributions and How to Handle Them - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/c875f93b-d22b-415d-afa8-faa4ee2c5d8b/equation+2.jpg Articles - IRA Excess Contributions and How to Handle Them - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2022/7/15/loan-programs-in-employer-sponsored-retirement-plans monthly 0.5 2022-07-21 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/55281da0-09f7-4bf8-8071-800bb2e9f778/Gunnar+Kuehl+300x300.jpg Articles - Loan Programs in Employer-Sponsored Retirement Plans - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2022/7/15/some-big-changes-may-be-in-store-for-the-davis-bacon-act monthly 0.5 2022-07-21 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/bf279a1a-3afa-418e-9b60-405759e2d966/Washington+Pulse+banner.png Articles - Some Big Changes May be in Store for the Davis-Bacon Act - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2022/6/15/spouse-beneficiaries-face-new-deadline-additional-changes-under-proposed-rmd-regs monthly 0.5 2022-06-16 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/a00c79e2-7b0d-44f4-a45a-f1bf1ba12c7d/Mature+woman+at+work+AS_160870902.jpeg Articles - Spouse Beneficiaries Face New Deadline, Additional Changes, Under Proposed RMD Regs - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2022/6/15/what-the-proposed-rmd-regulations-may-mean-for-your-qualified-plan monthly 0.5 2022-06-16 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/e9dcbae7-e791-42b9-ac1c-e14204914673/Fin+Adv+and+beneficiary+AS_112035582.jpeg Articles - What the Proposed RMD Regulations May Mean for Your Qualified Plan - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2022/6/15/handling-sep-and-simple-plan-excess-contributions monthly 0.5 2022-06-16 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/2f75bc55-196b-4fe0-9b2c-5ca305e36db2/Agatha+Schmidt+300x300.jpg Articles - Handling SEP and SIMPLE Plan Excess Contributions - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2022/6/15/timing-is-key-when-funding-matching-contributions monthly 0.5 2022-06-16 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/d9ef61da-fd41-492a-b144-8ebf13faee48/Anne+Freelove+300x300.jpg Articles - Timing is Key When Funding Matching Contributions - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2022/6/15/irs-explains-impact-of-missed-deadline-for-plan-restatements monthly 0.5 2022-06-16 https://thelink.ascensus.com/articles/2022/5/17/the-coronavirus-pandemic-impact-on-retirement-readiness monthly 0.5 2022-06-27 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/05eab85f-8fea-4e86-a5f2-20bafc30ab5e/790650-article+banner.png Articles - The Coronavirus Pandemic Impact on Retirement Readiness - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2022/5/17/repaying-coronavirus-related-distributions-crds-how-your-clients-may-catch-up monthly 0.5 2022-06-27 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/c2ad75ff-8aac-4e74-a807-74d3492ce97d/790650-article+banner.png Articles - Repaying Coronavirus-Related Distributions (CRDs): How Your Clients May Catch Up - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2022/5/18/ira-reporting-corrections-one-two-or-three-forms monthly 0.5 2022-05-19 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/9c1c56de-088a-4019-b55b-eab7e15b0c2a/Senior+couple_131308156.jpg Articles - IRA Reporting Corrections: One, Two, or Three Forms? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/5b9480c8-d793-4106-88c9-230a9c9c9913/5498+%282021%29+Copy+A+Jane+Original+750px.jpg Articles - IRA Reporting Corrections: One, Two, or Three Forms? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/929f6c25-442f-4874-8d0f-3fcb460985b8/5498+%282021%29+Copy+A+Jane+Corrected+750px.jpg Articles - IRA Reporting Corrections: One, Two, or Three Forms? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/21d7ffd5-4211-4d53-a5c5-861ba8b88d39/5498+%282021%29+Copy+A+Jon+Original+750px.jpg Articles - IRA Reporting Corrections: One, Two, or Three Forms? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/f981eb69-b367-43f7-9d27-9c4d18908f00/5498+%282021%29+Copy+A+Jon+Corrected+1+750px.jpg Articles - IRA Reporting Corrections: One, Two, or Three Forms? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/6430c9c8-3f67-4a27-a6c3-fc2e2b39cfc8/5498+%282021%29+Copy+A+Jon+Corrected+2+750px.jpg Articles - IRA Reporting Corrections: One, Two, or Three Forms? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/a1ba377a-128c-4602-9751-b940bcffd173/1096+%282021%29+Jane+and+Jon+750px.jpg Articles - IRA Reporting Corrections: One, Two, or Three Forms? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2022/5/17/irs-issues-proposed-mep-rule monthly 0.5 2022-05-19 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/8ce3405d-4f99-4d78-adf3-3061b66b38e2/Washington+Pulse+banner.png Articles - IRS Issues Proposed MEP Rule - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2022/5/17/roth-iras-addressing-the-intricacies-of-conversions-and-rollovers monthly 0.5 2022-05-19 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/90f1686d-4e6a-440b-888d-1d19d4cc7f98/Stacy+Torkelson+300x300.JPG Articles - Roth IRAs – Addressing the Intricacies of Conversions and Rollovers - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2022/5/17/10-percent-early-distribution-penalty-tax-exceptions monthly 0.5 2022-05-19 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/8949b0c9-742a-4025-95a3-6be7c3762936/Cindy+Fairchild.jpg Articles - 10 Percent Early Distribution Penalty Tax Exceptions - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2022/5/18/2023-hsa-limits-released monthly 0.5 2022-05-19 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1dba80fb-c2bc-4d51-8686-12e45d090a18/HSA+Contribution+Limits+%280522%29+1500px.jpg Articles - 2023 HSA Limits Released - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2022/5/18/irs-issues-deadline-relief-for-new-mexico-victims-of-wildfires-and-straight-line-winds monthly 0.5 2025-07-07 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/ce561294-c3a9-44b0-ad43-1647101a07fd/IRS+building+2+SS_6839749.jpg Articles - IRS Publications Resource List - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2022/5/18/irs-releases-revised-2021-publication-590-b monthly 0.5 2022-05-19 https://thelink.ascensus.com/articles/2022/5/18/ira-bankruptcy-exemption-increases monthly 0.5 2022-05-19 https://thelink.ascensus.com/articles/2022/4/20/beneficiaries-may-see-changes-with-new-10-year-rule monthly 0.5 2022-04-21 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/5ee2bd07-c4f1-4a4c-99cf-69355c883578/Couple+with+FA+183934815+RECTANGLE.jpg Articles - Beneficiaries May See Changes With New '10-Year Rule' - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2022/4/20/is-your-ira-program-ready-for-an-irs-audit monthly 0.5 2022-04-21 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/d62dd93b-14c5-4b96-85e2-91fa9c6c01bf/Are+You+Ready+for+an+Audit+4-2022.jpg Articles - Is Your IRA Program Ready for an IRS Audit? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2022/4/20/us-house-passes-significant-retirement-bill monthly 0.5 2022-04-21 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/62556a41-4750-4cdc-8318-634c4041cd10/Washington+Pulse+banner.png Articles - U.S. House Passes Significant Retirement Bill - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2022/4/20/qualified-vs-nonqualified-roth-ira-distributions monthly 0.5 2022-04-21 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/99ab5430-f0b4-40ca-9c1b-dd41478e8dd2/Mary+Hopkins+300x300.jpg Articles - Qualified vs. Nonqualified Roth IRA Distributions - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2022/4/20/irs-corrections-self-correction-vs-voluntary-correction monthly 0.5 2022-04-21 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/f1fd09ac-ef29-4186-b196-adebb9e30665/Luke+Swanson+300x300.jpg Articles - IRS Corrections: Self-Correction vs. Voluntary Correction - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2022/4/20/irs-issues-deadline-relief-for-puerto-rico-for-severe-storms monthly 0.5 2022-04-21 https://thelink.ascensus.com/articles/2022/3/15/irs-releases-proposed-required-minimum-distribution-regulations monthly 0.5 2022-03-17 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/3844445d-e457-4534-9dc2-0d114a16f2e4/Washington+Pulse+banner.png Articles - IRS Releases Proposed Required Minimum Distribution Regulations - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2022/3/15/what-you-should-do-when-an-ira-beneficiary-rejects-the-inherited-assets monthly 0.5 2022-03-17 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/47926df4-8b25-40cc-aab6-fa5d4c1c7a81/Bene+Disclaimers+0322.jpg Articles - What You Should Do When an IRA Beneficiary Rejects the Inherited Assets - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2022/3/15/why-separate-accounting-is-essential-after-an-ira-owner-passes-away monthly 0.5 2022-03-17 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/3099b761-93af-48f0-8208-0ad6bb5e6345/Separate+Accounting+0322.jpg Articles - Why Separate Accounting Is Essential After an IRA Owner Passes Away - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2022/3/15/its-time-to-remind-clients-why-they-should-have-an-hsa monthly 0.5 2022-03-17 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/412e160a-c445-4f6d-8cba-ff77990a2293/Why+Clients+Should+Have+an+HSA+0322.jpg Articles - It’s Time to Remind Clients Why They Should Have an HSA - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2022/3/15/answering-your-clients-tricky-tax-reporting-questions monthly 0.5 2022-03-17 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/80b3f716-3153-4c6d-8108-a5ab5015818c/Chad+Neumann+300x300.jpg Articles - Answering Your Clients’ Tricky Tax Reporting Questions - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2022/3/15/qualified-retirement-plans-what-is-a-protected-benefit monthly 0.5 2022-03-17 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/cc706bdf-a351-4d4a-bc74-c8f8bb772d07/Michelle+Freiholtz+300x300.jpg Articles - Qualified Retirement Plans: What is a Protected Benefit? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2022/3/16/dol-final-rule-on-secure-act-group-of-plan-reporting-at-omb monthly 0.5 2022-03-17 https://thelink.ascensus.com/articles/2022/3/16/irs-issues-temporary-suspension-of-prototype-ira-opinion-letter-program monthly 0.5 2022-03-17 https://thelink.ascensus.com/articles/2022/2/14/top-trending-ira-questions-and-answers-from-erisa-consultants monthly 0.5 2022-02-17 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/e8503f78-a9ff-4a84-b766-e606a56ffba5/Couple+with+financial+advisor.jpg Articles - Top Trending IRA Questions (and Answers) from ERISA Consultants - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2022/2/14/avoid-these-common-ira-compliance-mistakes monthly 0.5 2022-02-17 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/8ef85062-7cef-4af0-ad48-00c5486dd901/Young+couple+studying+bills+AS_144530291.jpeg Articles - Avoid These Common IRA Compliance Mistakes - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2022/2/14/brace-yourself-for-2022-contributions-and-watch-for-those-last-minute-prior-year-contributions monthly 0.5 2022-02-17 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/59ebbb76-33c1-4d41-ae9a-8974322ca66f/Contributions.jpg Articles - Brace Yourself for 2022 Contributions (And Watch for Those Last-Minute Prior-Year Contributions) - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/a3994c71-2b56-4ee5-a384-d533beec3b39/Trad+and+Roth+Contribution+Limits+%281221%29+1500px.jpg Articles - Brace Yourself for 2022 Contributions (And Watch for Those Last-Minute Prior-Year Contributions) - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/16490913-04d5-4c03-a60b-8214b3b0644d/Roth+IRA+Contribution+MAGI+Phase-Out+Ranges+%281221%29+1500px.jpg Articles - Brace Yourself for 2022 Contributions (And Watch for Those Last-Minute Prior-Year Contributions) - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/9563eca4-82ab-48fd-9c87-0030e8c597e7/Traditional+IRA+Deductibility+MAGI+Phase-Out+Ranges+%281221%29+1500px.jpg Articles - Brace Yourself for 2022 Contributions (And Watch for Those Last-Minute Prior-Year Contributions) - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/842889f6-b80b-4a5d-b215-f205700a75c6/HSA+Contribution+Limits+%280621%29+1500px.jpg Articles - 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Your Search for the New Life Expectancy Tables is Over - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/759c23bf-1d52-4d2e-a648-e11af595d43d/Joint+Life+Expectancy+Table+2022-9.jpg Articles - Your Search for the New Life Expectancy Tables is Over - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/11c2087a-15d9-4edc-a8c4-3872e8d6622c/Joint+Life+Expectancy+Table+2022-10.jpg Articles - Your Search for the New Life Expectancy Tables is Over - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/ff7c2f67-85b6-4a27-ae60-269fc8662fa6/Joint+Life+Expectancy+Table+2022-11.jpg Articles - Your Search for the New Life Expectancy Tables is Over - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/d83a003e-73f7-4275-bd31-0d461156ed5d/Joint+Life+Expectancy+Table+2022-12.jpg Articles - Your Search for the New Life Expectancy Tables is Over - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/537d0f43-426a-4ecb-ab48-391dec412603/Joint+Life+Expectancy+Table+2022-13.jpg Articles - Your Search for the New Life Expectancy Tables is Over - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/6bae5a43-391c-47cf-8c7b-a55defee1754/Joint+Life+Expectancy+Table+2022-14.jpg Articles - Your Search for the New Life Expectancy Tables is Over - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/05fbc567-564e-4af7-8129-7ceb25628e06/Joint+Life+Expectancy+Table+2022-15.jpg Articles - Your Search for the New Life Expectancy Tables is Over - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2022/1/19/sep-simple-and-individualk-plans-navigating-the-retirement-plan-options-for-small-to-mid-sized-businesses monthly 0.5 2022-02-14 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/54abcf2f-f715-4bea-9ecb-7a9284a12328/Businessman+AS_171304969+RECTANGLE.jpg Articles - 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IRS Form 1099-R: Which Distribution Code Goes In Box 7? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2021/11/17/2022-retirement-savings-limitations-released monthly 0.5 2021-11-18 https://thelink.ascensus.com/articles/2021/11/17/irs-postpones-until-2023-required-use-of-updated-forms-w-4p-w-4r monthly 0.5 2021-11-18 https://thelink.ascensus.com/articles/2021/11/17/separate-accounting-and-its-effect-on-beneficiary-options monthly 0.5 2021-11-18 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/232804f2-621d-46e5-a1b1-25b000ff419d/Alexis-Gonzalez-del-Valle.jpg Articles - Separate Accounting and Its Effect on Beneficiary Options - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2021/11/17/know-the-risks-and-responsibilities-before-offering-hard-to-value-investments monthly 0.5 2021-11-18 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/a8cec13e-33ae-4040-a648-359720cdd85d/Hard+to+Value+11-2021.jpg Articles - Know the Risks and Responsibilities Before Offering Hard-to-Value Investments - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2021/11/17/dol-announces-new-temporary-enforcement-policy-for-pte-2020-02 monthly 0.5 2021-11-18 https://thelink.ascensus.com/articles/2021/11/17/deadline-relief-issued-for-hurricane-ida-victims-in-connecticut-and-mississippi monthly 0.5 2021-11-18 https://thelink.ascensus.com/articles/2021/11/17/erisa-vs-non-erisa-403b-plans monthly 0.5 2021-11-17 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/95f483ef-e2b4-43c3-a860-b2a49605ac69/Anna+Noble+300x300.jpg Articles - ERISA vs Non-ERISA 403(b) Plans - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2021/10/20/successor-beneficiary-options-post-secure-act monthly 0.5 2021-10-21 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1634757025334-EGYVNISK3RN6ERD8239V/Successor+Bene+10-2021.jpg Articles - 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Know the Eligibility Rules When Setting Up HSAs - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2021/10/20/federal-withholding-requirements-on-ira-distributions monthly 0.5 2021-10-21 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1634754666676-H5M399GJP5N6K1M9NWQ7/Stacy+Torkelson+300x300.JPG Articles - How Federal Withholding Requirements Apply to IRA Distributions - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2021/10/20/vesting-and-schedules-explained monthly 0.5 2021-10-21 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1634755228918-2KUT1WTZ24UHTZTWMU2R/Luke+Swanson+300x300.jpg Articles - Retirement Plan Vesting and Vesting Schedules Explained - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2021/10/20/2022-taxable-wage-base-announced monthly 0.5 2021-10-21 https://thelink.ascensus.com/articles/2021/9/15/be-sure-your-clients-understand-hsa-distributions monthly 0.5 2021-09-30 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1631734294346-QNJU20A0R37QBGVKAAFL/HSA+Distributions+9-2021.jpg Articles - Be Sure Your Clients Understand HSA Distributions - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2021/9/15/knowing-the-rules-can-help-prevent-invalid-ira-rollovers monthly 0.5 2021-09-30 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1631734736900-5CYGOSXN5CYH525Q65JJ/Invalid+Rollovers+9-2021.jpg Articles - Knowing the Rules Can Help Prevent Invalid IRA Rollovers - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2021/9/15/handling-divorce-assets-in-qualified-retirement-plans-and-iras-there-is-a-difference monthly 0.5 2021-09-30 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1631728189994-265K2VBZP83H2Y9V1ZKR/Divorce+Assets+9-2021.jpg Articles - Handling Divorce Assets in Qualified Retirement Plans and IRAs: There Is a Difference - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2021/9/15/ira-transfer-reported-to-irs-should-be-corrected-no-such-thing-as-prior-year-conversion-12-month-limit-only-for-ira-to-ira-rollovers monthly 0.5 2021-09-30 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1631726979369-BPT39L5C9Q76RT4ABXXW/Carrie+Horn+300x300.jpg Articles - Transfers Are Nonreportable; No Such Thing as Prior-Year Conversion; 12-Month Limit Only for IRA-to-IRA Rollovers - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2021/9/15/deadline-relief-issued-for-victims-of-various-storms-wildfires monthly 0.5 2021-09-30 https://thelink.ascensus.com/articles/2021/9/15/what-is-an-owner-only-401k-plan-how-much-can-be-contributed-to-an-owner-only-401k-plan-what-makes-an-owner-only-401k-plan-appealing monthly 0.5 2021-09-30 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1631727409181-5D8W5KD12KFWUNK4MAJ8/Jeff+Aga+300x300.jpg Articles - Understanding the Owner-Only 401(k) Plan - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2021/8/18/the-new-year-will-bring-new-life-expectancy-tables monthly 0.5 2021-10-01 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1629307173354-X2QBIV1KM9LO8RKE4O48/LE+Tables+8-2021.jpg Articles - The New Year Will Bring New Life Expectancy Tables - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1629308794059-HITNPMJ89BDK97I14G9L/ULT+2021+and+earlier+-resize.jpg Articles - The New Year Will Bring New Life Expectancy Tables - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1629308940481-5VBB9RD9UHS1TFEUJX29/ULT+2022+and+later+-resize.jpg Articles - The New Year Will Bring New Life Expectancy Tables - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2021/8/18/recent-jct-report-shows-significant-retirement-savings-leakage monthly 0.5 2021-10-01 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1629310920865-LOL52MEOI20R748GKAMG/Savings+Leakage+8-2021.jpg Articles - Recent JCT Report Shows Significant Retirement Savings Leakage - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2021/8/18/life-expectancy-payments-as-a-beneficiary-distribution-option monthly 0.5 2021-10-01 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1629305178172-RXZBNPZB0QBKU95FWUIT/Agatha+Schmidt+300x300.jpg Articles - Life Expectancy Payments as a Beneficiary Distribution Option - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2021/8/18/irs-makes-important-changes-to-plan-correction-program monthly 0.5 2021-10-01 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1629312643006-TIG2CYYYKY6AS0ANNOPK/Washington+Pulse+banner.png Articles - IRS Makes Important Changes to Plan Correction Program - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2021/8/18/sorting-out-hardship-distributions monthly 0.5 2021-10-01 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1629304339756-WIJCDHZ1Z92PTY4PW7N3/Lisa+Haberman+300x300.jpg Articles - Sorting Out Hardship Distributions - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2021/8/18/irs-finalizes-mandatory-60-day-postponement-period-for-federally-declared-disasters monthly 0.5 2021-10-01 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1629312116587-LEY1C2MKYLMUNHKY3950/Retirement+Spotlight+banner.jpg Articles - IRS Finalizes Mandatory 60-Day Postponement Period for Federally Declared Disasters - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2021/8/18/deadline-relief-issued-for-michigan-storm-victims monthly 0.5 2021-10-01 https://thelink.ascensus.com/articles/2021/7/14/determining-beneficiary-options-post-secure-act monthly 0.5 2021-07-15 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1626296646224-K4XXB77Q8NLS0GG15TNH/SECURE+Bene+Options+7-2021.jpg Articles - Determining Beneficiary Options, Post-SECURE Act - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2021/7/14/amending-ira-documents-why-when-and-how monthly 0.5 2021-07-15 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1626293584190-B48W2XT1HCE1FWAUT7S0/Trust+the+Experts+expected+%28002%29.jpg Articles - Amending IRA Documents: Why, When, and How - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2021/7/14/help-clients-maximize-their-saving-strategy-with-an-hsa monthly 0.5 2021-07-15 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1626294006931-G780P8T8ECL58L14K21Y/HSA+v+401k+7-2021.jpg Articles - Help Clients Maximize their Saving Strategy with an HSA - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2021/7/14/post-rmd-age-contributions-and-qualified-charitable-distributions monthly 0.5 2021-07-15 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1626297220622-N107846044XVMRKJOVXF/Ben+Maas+300x300.jpg Articles - Post-RMD Age Contributions and Qualified Charitable Distributions - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2021/7/14/eligible-rollover-distributions monthly 0.5 2021-07-15 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1626297839672-ME6846LHORRDVOS98EIN/Tricia+Held+300x300.jpg Articles - Eligible Rollover Distributions - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2021/6/16/irs-issues-revised-2020-publication-590-b monthly 0.5 2021-06-17 https://thelink.ascensus.com/articles/2021/6/16/avoid-negative-hsa-balances-and-their-negative-tax-consequences monthly 0.5 2021-06-17 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1623872474158-V9PYWQD1ADCXDYO0ZPU0/Negative+HSA+6-2021.jpg Articles - Avoid Negative HSA Balances and their Negative Tax Consequences - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2021/6/15/get-ready-new-ira-model-documents-are-coming monthly 0.5 2021-06-23 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1623788103952-JU5PBXQ575OAGGNSVQWM/Trust+the+Experts+expected+%28002%29.jpg Articles - Get Ready: New IRA Model Documents Are Coming - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2021/6/16/irs-issues-deadline-relief-for-louisiana-storm-victims monthly 0.5 2021-06-17 https://thelink.ascensus.com/articles/2021/6/16/changes-in-hdhp-coverage-dependent-status-affect-hsa-limit-and-distributions monthly 0.5 2021-06-17 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1623870074187-Z7TSM1CTUMMTHW2SB8F0/Chad+Neumann+300x300.jpg Articles - Marital or Dependent Status May Affect HSA Contribution Limit, Qualified Medical Expenses - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2021/6/16/irs-issues-final-regulations-for-60-day-postponement-deadline-due-to-federally-declared-disasters monthly 0.5 2021-06-17 https://thelink.ascensus.com/articles/2021/6/16/spousal-consent-requirements-for-retirement-plans-differ-from-iras monthly 0.5 2021-06-17 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1623875621518-LJQ2XM32KB703GAJFP69/Lisa+Haberman+300x300.jpg Articles - Spousal Consent Requirements Differ Between Retirement Plans and IRAs - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2021/5/19/irs-publication-answers-some-questions-sparks-new-ones monthly 0.5 2021-05-20 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1621476476394-1Q2PFGAOVEFTKYHLRKC9/Pub+590-B+%282020%29+SQUARE.jpg Articles - IRS Publication Answers Some Questions and Raises Others - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2021/5/19/5-questions-to-ask-before-opening-an-ira-for-a-minor monthly 0.5 2021-05-20 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1621475541746-MSZMMADNN01IQMLCZT97/IRA+for+Minor+5-2021.jpg Articles - 5 Questions to Ask Before Opening an IRA for a Minor - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2021/5/19/ira-plan-agreement-model-vs-prototype monthly 0.5 2021-05-21 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1621454241672-AXL61M1JPDINL5S3MKWZ/sample+banner+%28002%29.jpg Articles - IRA Plan Agreement: Model vs. Prototype - Make it stand out Trust the Experts Get ready for an expected IRA plan document update, the first of its kind in 20 years. https://thelink.ascensus.com/articles/2021/5/19/irs-issues-deadline-relief-for-storm-victims monthly 0.5 2021-05-20 https://thelink.ascensus.com/articles/2021/5/19/coverdell-esas-come-with-different-roles monthly 0.5 2021-05-20 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1621461156265-0G9QFT5SKLS1RGMILDH6/Alayna+Drope.jpg Articles - Coverdell ESAs Come with Different Roles - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2021/5/19/dol-releases-additional-investment-advice-guidance monthly 0.5 2021-05-20 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1621460294926-495I4VXDUBBI46X8Y5ZU/Retirement+Spotlight+banner.jpg Articles - DOL Releases Additional Investment Advice Guidance - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2021/5/19/dol-withdraws-independent-contractor-rule monthly 0.5 2021-05-20 https://thelink.ascensus.com/articles/2021/5/19/what-to-know-about-the-summary-plan-description monthly 0.5 2021-05-20 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1621462034394-24GRXK7Q6KQFFE3YVMTF/Leslie+Valenzuela.jpg Articles - What to Know about the Summary Plan Description - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2021/4/14/2020-crd-and-rmd-relief-not-extended-to-2021 monthly 0.5 2021-04-15 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1618420089240-FRRA3S0WEZHHN6KTL3MM/anti+extension+stamp.jpg Articles - RMD Relief and Coronavirus-Related Distributions Are Not Extended to 2021 https://thelink.ascensus.com/articles/2021/4/14/irs-extends-ira-hsa-esa-contribution-deadline-and-form-5498-filing-deadline monthly 0.5 2021-04-15 https://thelink.ascensus.com/articles/2021/4/14/accessing-ira-assets-early-know-the-options-consider-the-ramifications monthly 0.5 2021-04-15 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1618433557832-3DIQTKQ74BM5QCFG4QXW/Accepting+Assets+2.jpg Articles - Accessing IRA Assets Early: Know the Options, Consider the Ramifications https://thelink.ascensus.com/articles/2021/4/14/accessing-401k-assets-early-know-the-optionsand-potential-hurdles monthly 0.5 2021-04-15 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1618451717675-E0WDCKSOGLGF2JO51RLK/Accepting+Assets+1.jpg Articles - Accessing 401(k) Assets Early: Know the Options—and the Potential Hurdles https://thelink.ascensus.com/articles/2021/4/14/new-ira-documents-may-be-just-around-the-corner monthly 0.5 2021-04-15 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1618434874182-3ZKQEVLG5LV7ZQJLBOV6/New+IRA+Docs.jpg Articles - New IRA Documents May Be Just Around the Corner https://thelink.ascensus.com/articles/2021/4/14/recouping-hsa-contributions monthly 0.5 2021-04-15 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1618426177298-MSVASFP6H4WGD3Y1OMTT/Dennis+Zuehlke+crop.jpg Articles - Recouping HSA Contributions https://thelink.ascensus.com/articles/2021/4/14/dol-releases-additional-prohibited-transaction-exemption-guidance monthly 0.5 2021-04-15 https://thelink.ascensus.com/articles/2021/4/14/using-safe-harbor-contributions-to-pass-adp-testing monthly 0.5 2021-04-15 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1618421266140-CQH92H5I4VM77KHBWABS/Ethan+Branum+300x300.jpg Articles - Using Safe Harbor Contributions to Pass ADP Testing https://thelink.ascensus.com/articles/2021/3/17/when-is-it-ok-to-accept-last-minute-contributions monthly 0.5 2021-03-30 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1616011525195-RPKVF71FGAGGGSYX1QC5/Last+Minute+3-2021.jpg Articles - When Is It OK to Accept Last-Minute Contributions? https://thelink.ascensus.com/articles/2021/3/17/reporting-contributions-on-forms-5498-and-5498-sa monthly 0.5 2021-03-30 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1616013197407-7ZROJKHIIBXLKEKXDMN9/2020+5498+5498-SA+1000px.jpg Articles - Reporting Contributions on Forms 5498 and 5498-SA https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1616013236478-0FMDCPUU46K5BHUYU8PM/2020+5498+crib+sheet+1+1000px.jpg Articles - Reporting Contributions on Forms 5498 and 5498-SA https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1616013267779-IXA0CJJ882TP0GEMA8KJ/2020+5498+crib+sheet+2+1000px.jpg Articles - Reporting Contributions on Forms 5498 and 5498-SA https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1616013059598-UBIH50M9U7BPM0YJ5SD2/2020+5498-SA+crib+sheet+1000px.jpg Articles - Reporting Contributions on Forms 5498 and 5498-SA https://thelink.ascensus.com/articles/2021/3/17/accepting-and-reporting-coverdell-esa-contributions monthly 0.5 2021-03-18 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1616014077189-STJNVAIWVJ13X99VTUFF/Jodie+Norquist+300x300.jpg Articles - Accepting and Reporting Coverdell ESA Contributions https://thelink.ascensus.com/articles/2021/3/17/irs-provides-updated-draft-withholding-forms monthly 0.5 2021-03-18 https://thelink.ascensus.com/articles/2021/3/17/georgetown-cri-study-explores-retirement-plan-coverage-gap monthly 0.5 2021-03-18 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1616016458793-DRD2U2PBJSEDDRB408VS/Plan+Coverage+Gap+3-2021.jpg Articles - Georgetown CRI Study Explores Retirement Plan Coverage Gap https://thelink.ascensus.com/articles/2021/3/17/irs-issues-deadline-relief-for-victims-of-recent-winter-storms monthly 0.5 2021-03-18 https://thelink.ascensus.com/articles/2021/3/17/dol-proposes-withdrawal-of-independent-contractor-rule monthly 0.5 2021-03-18 https://thelink.ascensus.com/articles/2021/3/17/qualified-plan-loan-offsets monthly 0.5 2021-03-18 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1616018021058-92TZQ0JC7SWFVY14ZIWJ/Ethan+Heck+300x300.jpg Articles - Qualified Plan Loan Offsets https://thelink.ascensus.com/articles/2021/3/17/american-rescue-plan-act-provides-coronavirus-relief monthly 0.5 2021-03-23 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1616018982015-14YFP7H1SRS8D99IBCRI/Washington+Pulse+banner.jpg Articles - American Rescue Plan Act Provides Coronavirus Relief https://thelink.ascensus.com/articles/2021/3/17/irs-regulations-address-tax-on-unrelated-businesses-in-plans monthly 0.5 2021-03-18 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1616019457555-97WGMQDQ2UNBFAAT5YVJ/Retirement+Spotlight+banner.jpg Articles - IRS Regulations Address Tax on Unrelated Businesses in Plans https://thelink.ascensus.com/articles/2021/2/17/10-questions-ira-clients-may-not-ask-but-want-you-to-answer monthly 0.5 2021-04-29 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1613571244715-6WOUJ0SCANYUSE2QASSY/Clients+wish+2-2021.jpg Articles - 10 Questions IRA Clients May Not Ask But Want You to Answer https://thelink.ascensus.com/articles/2021/2/17/comparing-retirement-saving-via-traditional-and-roth-iras-and-hsas monthly 0.5 2021-02-18 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1613572279768-GC6MRRUZ8A15BMZ9FHIJ/Comparing+2-2021.jpg Articles - Comparing Retirement Saving via Traditional and Roth IRAs, and HSAs https://thelink.ascensus.com/articles/2021/2/17/not-all-traditional-ira-contributions-are-deductible monthly 0.5 2021-02-18 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1613572601414-01KYZ96ADHHR2RVFS8SS/Agatha+Schmidt+300x300.jpg Articles - Not All Traditional IRA Contributions Are Deductible https://thelink.ascensus.com/articles/2021/2/17/new-report-shows-strong-ira-growth monthly 0.5 2021-02-23 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1613573168436-MYTYJZRAIGCQTK484Q3V/Plan+Balances+2-2021.jpg Articles - New Report Shows Strong IRA Growth https://thelink.ascensus.com/articles/2021/2/17/dol-releases-final-pte-on-investment-advice monthly 0.5 2021-02-18 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1613574792267-PQ2DDBJ3FGKJMRTIYSSC/Washington+Pulse+banner.png Articles - DOL Releases Final PTE on Investment Advice https://thelink.ascensus.com/articles/2021/2/17/irs-aims-to-clarify-60-day-postponement-rule-for-federally-declared-disasters monthly 0.5 2021-02-18 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1613576065473-2AMGTRFXYHT5SKIEQ0W9/Retirement+Spotlight+banner.jpg Articles - IRS Aims to Clarify 60-Day Postponement Rule for Federally Declared Disasters https://thelink.ascensus.com/articles/2021/2/17/dol-proposes-delay-of-effective-date-for-independent-contractor-regulations monthly 0.5 2021-02-18 https://thelink.ascensus.com/articles/2021/2/17/prohibited-transactions-under-erisa monthly 0.5 2021-02-18 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1613578329813-ZDDHBHGDHTICKSXJSHOP/Jeff+Aga+300x300.jpg Articles - Prohibited Transactions Under ERISA https://thelink.ascensus.com/articles/2021/2/17/irs-releases-final-qplo-regulations monthly 0.5 2021-03-12 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1613578752548-8P0N5YLLPYTBPHIMNB9F/Washington+Pulse+banner.png Articles - IRS Releases Final QPLO Regulations https://thelink.ascensus.com/articles/2021/1/20/2021-could-see-more-retirement-and-health-legislation monthly 0.5 2021-02-01 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1611181706114-5ECNVSMPTSPEPBOA5L53/roadmap+infographic.jpg Articles - 2021 Could See More Retirement and Health Legislation https://thelink.ascensus.com/articles/2021/1/20/spending-bill-contains-coronavirus-relief monthly 0.5 2024-02-20 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1611186789292-SM0OWMWW7G3I8UXSQJ34/Washington+Pulse+banner.png Articles - Spending Bill Contains Coronavirus Relief https://thelink.ascensus.com/articles/2021/1/20/self-certification-may-be-option-for-clients-who-miss-rollover-deadline-1 monthly 0.5 2021-02-01 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1611186639036-8RVTLFOPF40AMRMX1NVJ/info+3+crop.jpg Articles - Self-Certification May Be Option for Clients Who Miss Rollover Deadline https://thelink.ascensus.com/articles/2021/1/20/abandoned-iras-and-state-escheatment-1 monthly 0.5 2021-02-01 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1611176932447-GT06YP3TXCUU2BML12S8/Ben+Maas+300x300.jpg Articles - Abandoned IRAs and State Escheatment https://thelink.ascensus.com/articles/2021/1/20/change-to-plan-establishment-deadline-means-more-time-for-a-2020-plan monthly 0.5 2021-02-01 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1611164591992-RPQZSGLD2AOLA901MEHW/Plan+Establishment+Deadline+1-2021+SQUARE.jpg Articles - Change to Plan Establishment Deadline Means More Time for a 2020 Plan https://thelink.ascensus.com/articles/2021/1/20/dol-guidance-to-aid-retirement-plans-facing-missing-participant-issues monthly 0.5 2021-03-23 https://thelink.ascensus.com/articles/2021/1/20/prohibited-transactions-under-the-internal-revenue-code monthly 0.5 2021-03-23 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1611177483162-NCOSJ4YEB4HKL409A02G/Jeff+Aga+300x300.jpg Articles - Prohibited Transactions Under the Internal Revenue Code https://thelink.ascensus.com/articles/2021/1/20/irs-announces-deadline-relief-for-alabama-hurricane-zeta-victims monthly 0.5 2021-03-23 https://thelink.ascensus.com/articles/2020/12/10/reporting-distributions-on-forms-1099-r-and-1099-sa monthly 0.5 2020-12-17 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1608132670106-XT3429NSBDSXY74SCHLK/Forms+1099R+and+1099SA+750px.jpg Articles - Reporting Distributions on Forms 1099-R and 1099-SA https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1608132835101-O691DYW4EF0S04K1XDR7/2020+1099-R+crib+sheet+1000px.jpg Articles - Reporting Distributions on Forms 1099-R and 1099-SA https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1608133010670-117R88RNWKQUIV1RPMFH/2020+1099-SA+crib+sheet+1000px.jpg Articles - Reporting Distributions on Forms 1099-R and 1099-SA https://thelink.ascensus.com/articles/2020/12/16/some-questions-and-answers-about-the-2020-rmd-waiver monthly 0.5 2020-12-17 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1608154566292-DUDDC7374CIA20DGMMU7/Alayna+Drope.jpg Articles - Your 2020 RMD Waiver Questions Answered https://thelink.ascensus.com/articles/2020/12/16/dol-issues-investment-advice-fiduciary-class-exemption monthly 0.5 2020-12-17 https://thelink.ascensus.com/articles/2020/12/16/hsas-dont-take-a-use-it-or-lose-it-approach monthly 0.5 2020-12-17 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1608153406451-M9W1HM3FB9KGNUOJRGPC/HSA+12-2020.jpg Articles - HSAs: Don’t Take a Use-It-or-Lose-It Approach https://thelink.ascensus.com/articles/2020/12/16/q-is-for-qualified-qdro-applies-to-qualified-retirement-plans monthly 0.5 2020-12-17 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1608152038831-NLW90PMFGBGWWMDW5RTE/QDROs+12-2020.jpg Articles - The 'Q' in QDRO Is for Qualified https://thelink.ascensus.com/articles/2020/12/16/irs-issues-final-life-expectancy-regulations monthly 0.5 2020-12-17 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1608153546756-NSPJ95HU4A5WZE77XUJN/Washington+Pulse+banner.png Articles - IRS Issues Final Life Expectancy Regulations https://thelink.ascensus.com/articles/2020/12/16/irs-releases-new-escheatment-guidance monthly 0.5 2020-12-17 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1608152729815-M27QJG8Z27GQMEFNDRLV/Retirement+Spotlight+banner.jpg Articles - IRS Releases New Escheatment Guidance https://thelink.ascensus.com/articles/2020/12/16/irs-form-1099-r-box-7-distribution-codes monthly 0.5 2020-12-17 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1608138150930-KFFBJGQLNKJ508EOH2NA/1099R+with+callout+1000px.jpg Articles - IRS Form 1099-R Box 7 Distribution Codes https://thelink.ascensus.com/articles/2020/12/16/final-regulations-issued-for-offset-retirement-plan-loan-rollovers monthly 0.5 2021-02-01 https://thelink.ascensus.com/articles/2020/12/16/understanding-the-annual-additions-limit-for-defined-contribution-plans monthly 0.5 2020-12-17 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1608155352413-YJNO9GXDHEDP4GT9PWIQ/Gunnar+Kuehl+300x300.jpg Articles - Understanding the Annual Additions Limit for Defined Contribution Plans https://thelink.ascensus.com/articles/2020/11/18/2021-retirement-savings-limitations-released monthly 0.5 2020-12-17 https://thelink.ascensus.com/articles/2020/11/18/qualified-charitable-distributions-deliver-tax-benefits-to-ira-owners-who-give monthly 0.5 2021-01-28 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1605743237799-AENWR3WIXQILRRMYAK0H/QCDs+11-2020.jpg Articles - IRA Qualified Charitable Distributions Deliver Tax Benefits https://thelink.ascensus.com/articles/2020/11/18/avoid-common-mistakes-with-ira-beneficiary-designations monthly 0.5 2020-11-19 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1605735460297-RJOH48G8P2K9AA0VV3PO/Bene+Form+Mistakes+11-2020.jpg Articles - Avoid Common Mistakes with IRA Beneficiary Designations https://thelink.ascensus.com/articles/2020/11/18/clearing-up-common-misconceptions-about-two-commonly-misunderstood-ira-transactions monthly 0.5 2020-11-19 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1605743660157-ST4GC4VFEM6THKYMSXUC/Conv+vs+Rechar+infographic+350px.jpg Articles - Clearing Up Common Misconceptions About Two Commonly Misunderstood IRA Transactions https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1605740952070-T0RHR6XV1GUJIEZW69C9/Conv+vs+Rechar+11-2020+1000px.jpg Articles - Clearing Up Common Misconceptions About Two Commonly Misunderstood IRA Transactions https://thelink.ascensus.com/articles/2020/11/18/updated-life-expectancy-tables-published-to-be-used-starting-in-2022 monthly 0.5 2020-11-19 https://thelink.ascensus.com/articles/2020/11/18/correcting-hsa-mistaken-distributions monthly 0.5 2020-11-19 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1605736768896-5NBFNE6A4UN7ZYWRZFJ4/Jodie+Norquist+300x300.jpg Articles - Correcting HSA Mistaken Distributions https://thelink.ascensus.com/articles/2020/11/18/irs-announces-louisiana-hurricane-related-deadline-extensions monthly 0.5 2020-11-19 https://thelink.ascensus.com/articles/2020/11/18/irs-updates-california-wildfire-related-deadline-extensions monthly 0.5 2020-11-19 https://thelink.ascensus.com/articles/2020/11/18/more-to-consider-when-using-the-new-comparability-profit-sharing-formula monthly 0.5 2020-11-19 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1605743837628-0LUSLOMR5MBKEUDTEJTW/Cal+Preisinger.jpg Articles - More to Consider When Using the New Comparability Profit Sharing Formula https://thelink.ascensus.com/articles/2020/10/14/simple-ira-plan-notices-are-due-soon monthly 0.5 2020-10-20 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1602703215680-N5U8QE67UB5M8BDIP3C3/SIMPLE+Notices+10-2020.jpg Articles - SIMPLE IRA Plan Notices Are Due Soon https://thelink.ascensus.com/articles/2020/10/14/efficacy-of-cares-retirement-savings-relief-will-depend-on-ability-to-repay monthly 0.5 2020-10-20 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1602701404657-QRHZPX44VFGWENZIODLR/CRD+Repayments+9-2020.jpg Articles - Efficacy of CARES Retirement Savings Relief Will Depend on Ability to Repay https://thelink.ascensus.com/articles/2020/10/14/recalculation-vs-nonrecalculationcalculating-life-expectancy-payments-correctly monthly 0.5 2020-10-15 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1602702948974-0U3UTZ7B7KREV21EPTBR/image-asset.jpeg Articles - Recalculation vs. Nonrecalculation—Calculating Life Expectancy Payments Correctly https://thelink.ascensus.com/articles/2020/10/14/when-to-use-pre-secure-vs-post-secure-beneficiary-rules monthly 0.5 2020-10-20 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1602700601229-B1WQP6BFNBY6AYDDJM7R/Debbie+Shipman+300x300.jpg Articles - When to Use Pre-SECURE vs Post-SECURE Beneficiary Rules https://thelink.ascensus.com/articles/2020/10/14/late-deposits-of-plan-participant-contributions monthly 0.5 2020-10-20 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1602700275841-69NG13UNEZ6CFEX94AKR/image-asset.jpeg Articles - Late Deposits of Plan Participant Contributions https://thelink.ascensus.com/articles/2020/10/14/irs-provides-deadline-relief-for-alabama-victims-of-hurricane-sally monthly 0.5 2020-10-20 https://thelink.ascensus.com/articles/2020/10/14/irs-updates-deadline-relief-for-victims-of-california-wildfires monthly 0.5 2020-10-20 https://thelink.ascensus.com/articles/2020/9/16/washington-pulse-irs-provides-additional-secure-act-guidance monthly 0.5 2020-09-17 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1600286450684-PHXH1DN65BXAB7BU0QZI/Washington+Pulse+banner.png Articles - IRS Provides Additional SECURE Act Guidance https://thelink.ascensus.com/articles/2020/9/16/new-qualified-birth-or-adoption-exception monthly 0.5 2020-09-17 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1600282717645-A44EET0EWDDTE6QNIYXG/image-asset.jpeg Articles - New Qualified Birth or Adoption Exception https://thelink.ascensus.com/articles/2020/9/16/establishing-an-hsa monthly 0.5 2020-09-17 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1600283693160-T5BF0H8EIFFIPNSEHX2W/image-asset.jpeg Articles - Establishing an HSA https://thelink.ascensus.com/articles/2020/9/16/successor-beneficiary-options-before-and-after-secure monthly 0.5 2020-10-08 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1600284679157-IKGWL8HW1GCB7XG28Q7X/image-asset.jpeg Articles - Successor Beneficiary Options Before and After SECURE https://thelink.ascensus.com/articles/2020/9/16/irs-releases-guidance-on-loan-offset-rollovers monthly 0.5 2020-09-17 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1600287252926-N5KP9AT5770FHJJJDMXP/Washington+Pulse+banner.png Articles - IRS Releases Guidance on Loan Offset Rollovers https://thelink.ascensus.com/articles/2020/9/16/paying-plan-expenses-from-plan-assets monthly 0.5 2020-10-08 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1600285649211-LN9S3MQNPG37EPKO2XKI/image-asset.jpeg Articles - Paying Plan Expenses from Plan Assets https://thelink.ascensus.com/articles/2020/8/19/2020-rmd-waiver-rollover-guidance-received monthly 0.5 2020-08-20 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1597851539148-OPLOORMM2X8HOATE5T16/RMD+Waiver+0820.jpg Articles - 2020 RMD Waiver: Rollover Guidance Received https://thelink.ascensus.com/articles/2020/8/19/answers-to-5-common-esa-distribution-questions monthly 0.5 2020-08-20 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1597851590218-YSW299ZCS2F3OYZFTA4W/ESA+Distributions+guy.jpg Articles - Answers to 5 Common ESA Distribution Questions https://thelink.ascensus.com/articles/2020/8/19/on-the-horizon-cycle-3-restatement monthly 0.5 2021-01-07 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1597872721325-OE6M8ZVFVV9XAW0JEV9U/image-asset.jpeg Articles - On the Horizon, Cycle 3 Restatement https://thelink.ascensus.com/articles/2020/8/19/hsa-distributions-after-age-65 monthly 0.5 2020-10-08 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1597871541258-Q3O609HO9KQQBDS8EV9M/Agatha+Schmidt+300x300.jpg Articles - HSA Distributions After Age 65 https://thelink.ascensus.com/articles/2020/8/19/social-security-solvency-by-the-numbers monthly 0.5 2020-08-20 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1597851470939-C7RRS91FCHYX4B3CAM4G/SS+Solvency+0820.jpg Articles - Social Security Solvency by the Numbers https://thelink.ascensus.com/articles/2020/8/19/qualified-plan-loan-offset-rollover-rules-proposed-by-irs monthly 0.5 2020-08-20 https://thelink.ascensus.com/articles/2020/8/19/deadline-relief-for-storm-and-earthquake-victims-includes-making-ira-contributions monthly 0.5 2020-08-20 https://thelink.ascensus.com/articles/2020/7/15/irs-adds-guidance-on-2020-rmd-waiver monthly 0.5 2020-07-16 https://thelink.ascensus.com/articles/2020/7/15/the-dols-new-proposal-to-regulate-investment-advice monthly 0.5 2020-07-16 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1594834580107-OMEMZ6RFHJ90Y1FT9HFA/Washington+Pulse+banner.png Articles - The DOL’s New Proposal to Regulate Investment Advice https://thelink.ascensus.com/articles/2020/7/15/drop-in-ira-balances-may-mean-rise-in-roth-ira-conversions monthly 0.5 2020-07-16 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1594833463519-Z5QPLMR6HG1MBG65K388/Conversions+7-2020.jpg Articles - Drop in IRA Balances May Mean Rise in Roth IRA Conversions https://thelink.ascensus.com/articles/2020/7/15/irs-provides-more-details-on-crd-eligibility-and-plan-loan-relief monthly 0.5 2020-07-16 https://thelink.ascensus.com/articles/2020/7/14/correcting-your-hsa-reporting-two-steps-two-forms monthly 0.5 2020-07-16 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1594752051600-ZQW4I1SH60Q0Z58WISF0/HSA+Corrections+7-2020.jpg Articles - Correcting Your HSA Reporting: Two Steps, Two Forms https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1594753089176-A5YPD562CMOV9L9KEQQQ/Form+1099-SA_Jane+Johansen+750px.jpg Articles - Correcting Your HSA Reporting: Two Steps, Two Forms https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1594753000602-KM0KJHK97UQANXA2FO1A/Form%2B1096_Jane%2BJohansen%2B750px.jpg Articles - Correcting Your HSA Reporting: Two Steps, Two Forms https://thelink.ascensus.com/articles/2020/7/14/know-the-rules-if-changing-a-safe-harbor-plan-mid-year monthly 0.5 2020-07-16 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1594747385204-GGQ73ZO785FQGWH3RR0N/Leslie+Valenzuela.jpg Articles - Know the Rules If Changing a Safe Harbor Plan Mid-Year https://thelink.ascensus.com/articles/2020/6/17/theres-still-time-to-make-retirement-savings-plan-contributions-for-2019 monthly 0.5 2020-06-18 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1592424664994-2HYLXK61QUPY87734FQ8/Contribution+Deadline+6-2020.jpg Articles - There’s Still Time to Make Retirement Savings Plan Contributions for 2019 https://thelink.ascensus.com/articles/2020/6/17/irs-provides-welcome-deadline-relief-for-savings-arrangement-reporting monthly 0.5 2020-06-18 https://thelink.ascensus.com/articles/2020/6/17/cares-act-aids-pandemic-recovery-through-coronavirus-related-distributions monthly 0.5 2020-07-02 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1592428426275-Y0HM9I32OELWTE48UC45/CRDs+%280520%29.jpg Articles - CARES Act Aids Pandemic Recovery through Coronavirus-Related Distributions https://thelink.ascensus.com/articles/2020/6/17/be-on-the-lookout-for-these-potential-beneficiary-blunders monthly 0.5 2020-06-18 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1592418993975-H4SOWIE3EYJYNZ8F1ME4/Ben+Maas+300x300.jpg Articles - Look Out for These Potential Beneficiary Blunders https://thelink.ascensus.com/articles/2020/6/17/cares-act-provides-qualified-retirement-plan-loan-relief monthly 0.5 2020-06-18 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1592421961686-RKFPI2U189RBE7KBJ97J/hand+holding+check+BLUE+SQUARE.jpg Articles - CARES Act Provides Qualified Retirement Plan Loan Relief https://thelink.ascensus.com/articles/2020/6/17/recent-disaster-relief-changes-with-retirement-plans monthly 0.5 2020-06-18 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1592418507597-30GQ2OFNEN1XTSWXF7C2/Cindy+Fairchild.jpg Articles - Recent Disaster Relief Changes with Retirement Plans https://thelink.ascensus.com/articles/2020/6/17/more-options-for-delivering-retirement-plan-disclosures monthly 0.5 2020-06-18 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1592431865527-MLPSOWINXB6NAOCL6OJR/Washington+Pulse+banner.png Articles - More Options for Delivering Retirement Plan Disclosures https://thelink.ascensus.com/articles/2020/5/20/2021-hsa-limits-released monthly 0.5 2020-05-21 https://thelink.ascensus.com/articles/2020/5/20/irs-qampas-provides-more-information-on-cares-act-provisions monthly 0.5 2020-05-21 https://thelink.ascensus.com/articles/2020/5/20/hsa-qualified-medical-expenses-change-gives-savers-more-reason-to-use-hsas monthly 0.5 2020-05-21 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1590008879428-2NE78M77UCQXEZJX4KXD/HSA+Qualified+Expenses+%280520%29.jpg Articles - HSA Qualified Medical Expenses Change Gives Savers More Reason to Use HSAs https://thelink.ascensus.com/articles/2020/5/20/how-the-2020-rmd-waiver-applies-rollover-guidance-needed monthly 0.5 2020-05-21 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1590009365085-K9MWV2UF1DWG364CZVFK/No+2020+RMD.jpg Articles - How the 2020 RMD Waiver Applies; Rollover Guidance Still Needed https://thelink.ascensus.com/articles/2020/5/20/irs-form-5498-box-by-box monthly 0.5 2020-05-26 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1590010219558-MZTI7NE0OJEP2GE3FIYI/5498+%282019%29+Copy+A+750px.jpg Articles - IRS Form 5498 Box-by-Box https://thelink.ascensus.com/articles/2020/5/20/new-10-year-rule-for-beneficiaries-comes-with-new-considerations monthly 0.5 2020-05-21 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1590010747054-38KVOKSW6XPEDO52O2GV/Jeff+Aga+300x300.jpg Articles - New 10-Year Rule for Beneficiaries Comes with New Considerations https://thelink.ascensus.com/articles/2020/5/20/403b-plan-restatement-is-extended-because-of-pandemic monthly 0.5 2020-05-29 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1590011104284-0XSN9DNNRB99QXN8CMNN/Rachel+Fetters+300x300.jpg Articles - 403(b) Plan Restatement Is Extended Because of Pandemic https://thelink.ascensus.com/articles/2020/4/15/recent-irs-notices-extend-many-tax-related-deadlines monthly 0.5 2020-04-16 https://thelink.ascensus.com/articles/2020/4/15/new-coronavirus-law-provides-retirement-plan-and-healthcare-relief monthly 0.5 2020-04-16 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1586988307160-KJ4Y7D39ZU0AD3G5JLFD/Washington+Pulse+banner.png Articles - New Coronavirus Law Provides Retirement Plan and Healthcare Relief https://thelink.ascensus.com/articles/2020/4/15/congress-and-irs-provide-guidance-to-address-payment-for-covid-19-diagnosis-treatment monthly 0.5 2020-04-16 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1586987830471-1IO8WYC8HLCRTUY0YRP9/Washington+Pulse+banner.png Articles - Congress and IRS Provide Guidance to Address Payment for COVID-19 Diagnosis, Treatment https://thelink.ascensus.com/articles/2020/4/15/the-new-10-year-beneficiary-payout-option monthly 0.5 2021-10-07 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1586989409078-MK5GM9JUR1F8R2QYIG0Z/Alexis-Gonzalez-del-Valle.jpg Articles - New 10-Year Rule Applies to Most Beneficiaries https://thelink.ascensus.com/articles/2020/4/15/plan-establishment-deadline-changed-by-secure-act monthly 0.5 2020-04-16 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1586989968151-RAUQUD15KBXJG76689J4/Luke+Swanson+300x300.jpg Articles - New Plan Establishment Deadline Gives Employers More Time https://thelink.ascensus.com/articles/2020/3/16/irs-provides-guidance-related-to-hsas-and-covid-19-testing monthly 0.5 2020-03-19 https://thelink.ascensus.com/articles/2020/3/17/secure-act-allows-traditional-ira-contributions-past-age-70 monthly 0.5 2020-03-19 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1584481982860-HHL1JMACSIP3WQUHUA56/Traditional+IRA+Eligibility.jpg Articles - SECURE Act Allows Traditional IRA Contributions Past Age 70½ https://thelink.ascensus.com/articles/2020/3/16/irs-issues-tax-related-deadline-relief-for-tennessee-storm-victims monthly 0.5 2020-03-19 https://thelink.ascensus.com/articles/2020/3/17/rmd-transition-from-age-70-to-72-not-without-its-complications monthly 0.5 2020-03-19 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1584481809842-8LJC9HMUF5V2X4GTRMTR/RMD+72.jpg Articles - RMD Transition from Age 70½ to 72 Not Without Its Complications https://thelink.ascensus.com/articles/2020/3/17/a-closer-look-at-the-roth-ira-five-year-waiting-period monthly 0.5 2020-03-19 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1584480280020-LDH2FBYSHQWW6QJ241Y4/Alayna+Drope.jpg Articles - A Closer Look at the Roth IRA Five-Year Waiting Period https://thelink.ascensus.com/articles/2020/3/16/irs-priority-guidance-plan-update-includes-retirement-items monthly 0.5 2020-03-19 https://thelink.ascensus.com/articles/2020/3/17/an-hsa-may-help-women-overcome-retirement-savings-obstacles monthly 0.5 2020-03-19 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1584481691341-LLUBCHJGLYE1D3XR6GU8/HSAs+May+Help+Women.jpg Articles - An HSA May Help Women Overcome Retirement Savings Obstacles https://thelink.ascensus.com/articles/2020/3/17/how-related-employer-relationships-affect-retirement-plans monthly 0.5 2020-03-19 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1584481430128-FL3H5D0SR63BZV3079FM/Michelle+Freiholtz+300x300.jpg Articles - How Related Employer Relationships Affect Retirement Plans https://thelink.ascensus.com/articles/2020/2/19/secure-act-brings-immediate-changes-to-iras monthly 0.5 2020-02-20 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1582150640346-DL89W2F8OTUCZAYH9VZ9/Changes+to+IRAs+500px.jpg Articles - SECURE Act Brings Immediate Changes to IRAs https://thelink.ascensus.com/articles/2020/2/19/irs-offers-first-answers-to-post-secure-act-reporting-questions monthly 0.5 2020-02-20 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1582170897061-6IRY5ZL8NQH4NYQ6YCKH/Retirement+Spotlight+banner.jpg Articles - IRS Offers First Answers to Post-SECURE Act Reporting Questions https://thelink.ascensus.com/articles/2020/2/19/reporting-relief-provided-in-light-of-secure-acts-rmd-age-change monthly 0.5 2020-02-20 https://thelink.ascensus.com/articles/2020/2/19/after-an-hsa-owners-death-spouse-vs-nonspouse-beneficiary monthly 0.5 2020-02-20 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1582150956294-YH57SGBMIWLRNXV3DBYY/infographic.jpg Articles - After an HSA Owner’s Death: Spouse vs. Nonspouse Beneficiary https://thelink.ascensus.com/articles/2020/2/19/ira-spousal-contributions-may-help-close-the-gender-retirement-savings-gap monthly 0.5 2020-02-20 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1582151783747-8VGGJ04SQ7WANBI98456/Spousal+Contributions.jpg Articles - IRA Spousal Contributions May Help Close the Retirement Savings Gender Gap https://thelink.ascensus.com/articles/2020/2/19/unrelated-business-taxable-income-explained monthly 0.5 2020-02-28 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1582913014342-TCT4R7JN8AWZFMP9B4RI/Agatha+Schmidt+300x300.jpg Articles - Unrelated Business Taxable Income Explained https://thelink.ascensus.com/articles/2020/2/19/unique-to-403b-plans-universal-availability monthly 0.5 2020-02-20 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1582154985469-2QWUQYTHR6F9OGA5LM8L/Anna+Noble+300x300.jpg Articles - Unique to 403(b) Plans: Universal Availability https://thelink.ascensus.com/articles/2020/1/15/important-secure-act-provisions monthly 0.5 2020-01-16 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1579124748996-CK2QM5PAVEQ3ETEFG2L5/Retirement+Spotlight+banner.jpg Articles - Important SECURE Act Provisions https://thelink.ascensus.com/articles/2020/1/15/mark-your-calendar-for-these-ira-hsa-and-esa-deadlines monthly 0.5 2020-05-26 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1579126231942-ZDQ3FH1KWDGS27F7RXSB/Calendar.jpg Articles - Mark Your Calendar for These IRA, HSA, and ESA Deadlines https://thelink.ascensus.com/articles/2020/1/15/how-to-determine-roth-ira-contribution-eligibility monthly 0.5 2020-01-16 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1579129332073-7UJO1DB307KHC2X9BQ9R/MAGI+icon+500px.jpg Articles - How to Determine Roth IRA Contribution Eligibility https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1579128711246-QBF9F2BABP195GYM45H0/Roth+IRA+Contribution+MAGI+Phase-Out+Ranges+%281119%29+1000px.jpg Articles - How to Determine Roth IRA Contribution Eligibility https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1579128810071-VDPXAB1770F32TZ4J2HO/married+joint+equation+in+box+1000px.jpg Articles - How to Determine Roth IRA Contribution Eligibility https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1579129011753-VRAJXFELV183BNRMS978/single+equation+in+box+1000px.jpg Articles - How to Determine Roth IRA Contribution Eligibility https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1579129080255-B147ZOTUQX0TMTP04DAB/example+equation+in+box+1000px.jpg Articles - How to Determine Roth IRA Contribution Eligibility https://thelink.ascensus.com/articles/2020/1/15/hdhp-family-coverage-and-the-hsa-contribution-limit monthly 0.5 2021-08-10 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1628605126348-05YO3FVCZPSVJMP0JOC7/Olivia+Theveny+300x300.jpg Articles - HDHP Family Coverage and the HSA Contribution Limit - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/articles/2020/1/15/women-face-unique-challenges-in-retirement-preparedness monthly 0.5 2020-01-16 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1579125196548-VVISAX9SP0ULNWVA5NE4/Women+Challenges.jpg Articles - Women Face Unique Challenges in Retirement Preparedness https://thelink.ascensus.com/articles/2020/1/15/in-service-distributions-from-a-qualified-retirement-plan monthly 0.5 2020-01-16 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1579137058054-29R0L0ZC36NAYWUF8SRK/Ethan+Branum+300x300.jpg Articles - In-Service Distributions from a Qualified Retirement Plan https://thelink.ascensus.com/articles/2019/12/23/breaking-news-congress-has-passed-legislation-affecting-retirement-plans monthly 0.5 2019-12-23 https://thelink.ascensus.com/articles/2019/12/18/last-minute-action-by-congress-sets-stage-for-major-savings-and-health-changes monthly 0.5 2019-12-19 https://thelink.ascensus.com/articles/2019/12/18/ascensus-annual-savings-trends-research-reveals-how-individuals-are-saving-for-their-financial-futures monthly 0.5 2019-12-19 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1576703588900-VHCZSSHM1UH1N5TA3JSV/Savings+trends.jpg Articles - Ascensus’ Annual Savings Trends Research Reveals How Individuals Are Saving for Their Financial Futures https://thelink.ascensus.com/articles/2019/12/18/age-and-income-are-determining-factors-for-traditional-ira-contributions monthly 0.5 2020-01-16 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1576703686943-L45KVK8F0XPW5RID08MQ/AGE+INCOME+icon+500px.jpg Articles - Age and Income Are Determining Factors for Traditional IRA Contributions https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1576693940892-11XY32KQUKVZ4PR0HV5H/Traditional+IRA+Deductibility+MAGI+Phase-Out+Ranges+%281119%29+1000px.jpg Articles - Age and Income Are Determining Factors for Traditional IRA Contributions https://thelink.ascensus.com/articles/2019/12/18/how-to-handle-year-of-death-rmds monthly 0.5 2019-12-19 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1576697576321-BKYH0B30NK973UB7SJ2T/Alayna+Drope.jpg Articles - How to Handle Year-of-Death RMDs https://thelink.ascensus.com/articles/2019/12/18/plan-design-changes-could-boost-employee-participation monthly 0.5 2019-12-19 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1576703882521-MVOSPQH8ARLV56XG7D14/Plan+design+changes.jpg Articles - Plan Design Changes Could Boost Employee Participation https://thelink.ascensus.com/articles/2019/12/18/rollovers-between-puerto-rico-and-us-retirement-savings-plans monthly 0.5 2019-12-19 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1576698099477-EHMYXYXO980DQQ3OSH5F/Edgardo+Barreto.jpg Articles - Rollovers Between Puerto Rico and U.S. Retirement Savings Plans https://thelink.ascensus.com/articles/2019/12/4/roth-ira-contribution-vs-traditional-ira-deduction-eligibility monthly 0.5 2025-11-26 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/27808de0-3099-4b4f-ae00-60b340ae346e/Eligibility+flowchart_1225+1500px.jpg Articles - IRA Contribution Eligibility Flow Chart https://thelink.ascensus.com/articles/2019/11/20/many-retirement-plan-limits-will-increase-for-2020 monthly 0.5 2019-11-21 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1574275565249-HZV5BVUU1DO4AIBG06IM/Traditional+IRA+Deductibility+MAGI+Phase-Out+Ranges+%281119%29+1000px.jpg Articles - Many IRA and Retirement Plan Limits Will Increase for 2020 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1574275707616-0ZMQNITX3J0YRIX60BUM/Roth+IRA+Contribution+MAGI+Phase-Out+Ranges+%281119%29+1000px.jpg Articles - Many IRA and Retirement Plan Limits Will Increase for 2020 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1574275764384-TJPFS6VFNPTLDH3CRR4T/2020+Retirement+Plan+Limits+table+1000px.jpg Articles - Many IRA and Retirement Plan Limits Will Increase for 2020 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1574275806894-3BWUAA5BN5SXVUICDXDQ/2020+Adjusted+Gross+Income+table+1000px.jpg Articles - Many IRA and Retirement Plan Limits Will Increase for 2020 https://thelink.ascensus.com/articles/2019/11/20/removing-hsa-excess-contributions monthly 0.5 2019-11-21 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1574276708710-L1OSG7NPVT5PBO3MBMYP/HSA+Excess+calculator.jpg Articles - Removing HSA Excess Contributions https://thelink.ascensus.com/articles/2019/11/20/strengthen-plan-participation-with-automatic-enrollment monthly 0.5 2019-11-21 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1574277142270-LJ1CAMJ0JRDXJBKWTEVA/Auto+Enrollment.jpg Articles - Strengthen Plan Participation with Automatic Enrollment https://thelink.ascensus.com/articles/2019/11/20/irs-proposes-updated-life-expectancy-tables-for-required-distributions monthly 0.5 2021-01-07 https://thelink.ascensus.com/articles/2019/11/20/delivering-dol-disclosures-may-get-easier monthly 0.5 2019-11-21 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1574277929010-RDRBFEQMVNGC9EY525HZ/Washington+Pulse+banner.png Articles - Delivering DOL Disclosures May Get Easier https://thelink.ascensus.com/articles/2019/11/20/what-to-know-about-trusts-as-ira-beneficiaries monthly 0.5 2019-11-21 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1574283642989-X1FOEA18RWG5BEPBE2MF/Paul+Cullen+300x300.jpg Articles - What to Know About Trusts as IRA Beneficiaries https://thelink.ascensus.com/articles/2019/11/20/the-sarbanes-oxley-blackout-notice-and-its-requirements monthly 0.5 2019-11-21 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1574285320730-3H3ONFWE696MQS3SDSJ1/Gunnar+Kuehl+300x300.jpg Articles - The Sarbanes-Oxley Blackout Notice and Its Requirements https://thelink.ascensus.com/articles/2019/10/16/ready-for-an-rmd-refresher monthly 0.5 2019-10-17 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1571242047532-S2YJ8ZNLE0FNX5W5FN5G/RMD+refresher+1.jpg Articles - Ready for an RMD Refresher? https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1571246359478-FKQONDTH65171CKR93IX/timeline+1+700px.jpg Articles - Ready for an RMD Refresher? https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1571246422778-6LPY2G6HS24WAJ3OJJ8M/timeline+2+700px.jpg Articles - Ready for an RMD Refresher? https://thelink.ascensus.com/articles/2019/10/16/3-complex-issues-with-naming-ira-beneficiaries monthly 0.5 2019-10-17 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1571240091533-81W789HIKPF3DQGERQYB/Naming+beneficiaries.jpg Articles - 3 Complex Issues with Naming IRA Beneficiaries https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1571240206395-0DJCLDIFKL56I29MTNXU/Community+Marital+Property+map+500px.jpg Articles - 3 Complex Issues with Naming IRA Beneficiaries *Alaska requires both spouses to opt in to its community property law. https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1571246559008-7VAEC24T50FLR0IY44CL/Per+Capita+Per+Stirpes+700px.jpg Articles - 3 Complex Issues with Naming IRA Beneficiaries https://thelink.ascensus.com/articles/2019/10/16/2020-taxable-wage-base-announced monthly 0.5 2019-10-17 https://thelink.ascensus.com/articles/2019/10/16/hardship-distributions-made-easier monthly 0.5 2019-10-17 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1571236228910-JJBH23TQ5UTFG6BRFAE0/Washington+Pulse+banner.png Articles - Hardship Distributions Made Easier https://thelink.ascensus.com/articles/2019/10/16/spread-the-word-on-the-savers-credit-to-bolster-plan-participation monthly 0.5 2019-10-17 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1571242839555-URBFNS75NJ9J4QGUQFBO/tax+credit+icon.jpg Articles - Spread the Word on the Saver’s Credit to Bolster Plan Participation https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1571246123091-ZHBE0BSJ6GQN0YKZTICS/AGI+table+700px.jpg Articles - Spread the Word on the Saver’s Credit to Bolster Plan Participation https://thelink.ascensus.com/articles/2019/10/16/hsa-eligibility monthly 0.5 2019-10-17 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1571236947268-RCXE8JCLI0WSB9F8CLTL/Alexis-Gonzalez-del-Valle.jpg Articles - HSA Eligibility and What Makes a Health Plan HSA-Compatible https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1571238845572-LD4N0CENS738MO0JCXRO/HDHP+Requirements+2019-2020+1000px.jpg Articles - HSA Eligibility and What Makes a Health Plan HSA-Compatible https://thelink.ascensus.com/articles/2019/10/16/employers-should-use-caution-when-excluding-certain-employees-from-a-plan monthly 0.5 2019-10-17 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1571239396596-5WSR3OAFK220419EDEPN/Anne+Freelove+300x300.jpg Articles - Employers Should Use Caution When Excluding Certain Employees from a Plan https://thelink.ascensus.com/articles/2019/9/18/5-important-hsa-questions-employers-ask-before-choosing-an-hdhp monthly 0.5 2019-09-19 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1568827368039-LZN5B8RMDSKI6D5J8IM5/HSA+Questions.jpg Articles - 5 Important HSA Questions Employers Ask Before Choosing an HSA-Compatible HDHP https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1568827259120-EH4NSJDNWDD0H1YTO29O/HDHP+Requirements+2019-2020+1000px.jpg Articles - 5 Important HSA Questions Employers Ask Before Choosing an HSA-Compatible HDHP https://thelink.ascensus.com/articles/2019/9/18/lawsuits-filed-against-sec-regulation-best-interest-rule monthly 0.5 2019-09-19 https://thelink.ascensus.com/articles/2019/9/18/going-back-to-school-with-an-education-savings-account monthly 0.5 2019-09-19 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1568828722736-OT0HTHPOJ0NPU0OF4R0B/ESA.jpg Articles - Going Back to School with an Education Savings Account https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1568828366949-BYENEHCA4T7XU4TSPV60/ESA+table.jpg Articles - Going Back to School with an Education Savings Account https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1568828499014-V2NFQYMDBR1HUC9QNUTR/ESA+example+chart.jpg Articles - Going Back to School with an Education Savings Account https://thelink.ascensus.com/articles/2019/9/18/the-key-to-better-plan-participation-communicate monthly 0.5 2019-09-19 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1568827805375-0O0L116CVU3RWVLR7WT2/Talk+to+Employees.jpg Articles - The Key to Better Plan Participation? Communicate. https://thelink.ascensus.com/articles/2019/9/18/how-to-distribute-an-ira-when-the-primary-beneficiary-dies monthly 0.5 2019-09-19 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1568831138422-WMSYC7RDZ5THK5BVX75D/Debbie+Shipman+300x300.jpg Articles - How to Distribute an IRA When the Primary Beneficiary Dies https://thelink.ascensus.com/articles/2019/9/18/factors-that-affect-the-new-comparability-profit-sharing-formula monthly 0.5 2019-09-19 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1568832022927-HUTFPGVG030I6CMX6NUP/Cal+Preisinger.jpg Articles - Multiple Factors Affect the New Comparability Profit Sharing Formula https://thelink.ascensus.com/articles/2019/8/13/knowing-when-not-to-report-hsa-transactions monthly 0.5 2019-08-15 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1565708738565-XGHK0K1KQP8XIGAZQTUP/AtComputer_24837964.jpg Articles - Knowing When Not to Report HSA Transactions https://thelink.ascensus.com/articles/2019/8/13/the-simple-ira-plan-a-retirement-plan-for-small-employers monthly 0.5 2019-08-15 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1565708139648-V0HLQHUVEZO1DWQMZ5XQ/AdobeStock_121550109.jpg Articles - The SIMPLE IRA Plan: a Retirement Plan for Small Employers https://thelink.ascensus.com/articles/2019/8/14/why-business-owners-should-try-to-boost-participation-in-their-retirement-plans monthly 0.5 2019-08-15 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1565820556849-CE6EU0PV4GJ8SP4V6KZ9/Why+boost+participation.jpg Articles - Why Business Owners Should Try to Boost Participation in Their Retirement Plans https://thelink.ascensus.com/articles/2019/8/13/dol-issues-final-regulations-for-multiple-employer-plans monthly 0.5 2019-08-15 https://thelink.ascensus.com/articles/2019/8/13/ira-rollovers-and-how-timing-restrictions-apply monthly 0.5 2019-08-15 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1565712189226-F0STA3LXFBC846R54BLT/Tricia+Held+300x300.jpg Articles - IRA Rollovers and How Timing Restrictions Apply https://thelink.ascensus.com/articles/2019/8/13/effects-of-military-service-on-a-retirement-plan monthly 0.5 2019-08-15 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1565712563446-5SP69I27Y1N0D65TJPY0/Cindy+Fairchild.jpg Articles - Effects of Military Service on a Retirement Plan https://thelink.ascensus.com/articles/2019/7/17/irs-notice-with-hsa-implications-expands-preventive-care-to-include-certain-chronic-conditions monthly 0.5 2019-07-18 https://thelink.ascensus.com/articles/2019/7/17/rainy-day-roth-ira-saving-for-retirement-and-the-unexpected monthly 0.5 2019-09-10 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1563396276640-Q9CV7VWZ2Z0Y710MRW7U/Rainy+day+fund.jpg Articles - Rainy Day Roth IRA: Saving for Retirement and the Unexpected https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1563396511233-CGOX8414BYWL7A416FJ6/Rainy+day+callout.jpg Articles - Rainy Day Roth IRA: Saving for Retirement and the Unexpected While the reasons for going without medical treatment may vary, these differences suggest that more Americans with modest income forego medical treatments than those with higher incomes. https://thelink.ascensus.com/articles/2019/7/17/the-sep-plan-another-connection-to-small-employers monthly 0.5 2019-07-18 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1563397095175-7OP72XH1ENCIZAO16SRK/The+SEP+Plan.jpg Articles - The SEP Plan: Another Connection to Small Employers https://thelink.ascensus.com/articles/2019/7/17/answers-to-your-questions-about-hsa-qualified-medical-expenses monthly 0.5 2019-07-18 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1563397753575-AAUMJSY451YRW5D5WSHE/Chad+Neumann+300x300.jpg Articles - Answers to Your Questions About HSA Qualified Medical Expenses https://thelink.ascensus.com/articles/2019/7/17/gao-recommends-more-irs-and-dol-collaboration-on-ira-prohibited-transactions monthly 0.5 2019-07-18 https://thelink.ascensus.com/articles/2019/7/17/irs-issues-proposed-regulations-for-multiple-employer-plans monthly 0.5 2019-07-18 https://thelink.ascensus.com/articles/2019/7/17/how-employers-can-use-plan-forfeiture-funds monthly 0.5 2019-07-18 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1563398171893-UI9RBKMDKINWH9VBVC6K/Leslie+Valenzuela.jpg Articles - How Employers Can Use Plan Forfeiture Funds https://thelink.ascensus.com/articles/2019/6/19/sec-approves-regulation-best-interest-guidance monthly 0.5 2019-06-20 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1560973138558-PLSGLQ497UEN6406O9DZ/Washington+Pulse+banner.png Articles - SEC Approves Regulation Best Interest Guidance https://thelink.ascensus.com/articles/2019/6/19/house-passes-secure-act-retirement-focus-shifts-to-senate monthly 0.5 2019-06-20 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1560974492289-0ZC14JQKBFT73P0YLN9T/Washington+Pulse+banner.png Articles - House Passes SECURE Act, Retirement Focus Shifts to Senate https://thelink.ascensus.com/articles/2019/6/19/hsa-contribution-and-hdhp-limits-to-increase-for-2020 monthly 0.5 2019-06-20 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1560974909649-69DA7LROIAW3XY3L4YQZ/2020+coin+jar.jpg Articles - HSA Contribution and HDHP Limits to Increase for 2020 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1560974980390-EEG0V4CPXHCU0DC18E0X/HSA+Limitations+2019-2020+1000px.jpg Articles - HSA Contribution and HDHP Limits to Increase for 2020 https://thelink.ascensus.com/articles/2019/6/19/sorting-through-ira-beneficiary-distribution-options monthly 0.5 2020-05-26 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1560976754608-R1MWAKE5NJ6TDZ5WUTT3/beneficiary+distribution+couple.jpg Articles - 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More Options for Employers to Recoup HSA Contributions https://thelink.ascensus.com/articles/2019/5/14/irs-provides-welcome-relief-from-high-vcp-fees monthly 0.5 2019-05-16 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1557872299977-75BR31TL3UON8IFH4KK6/Retirement+Spotlight+banner.jpg Articles - IRS Provides Welcome Relief from High VCP Fees https://thelink.ascensus.com/articles/2019/5/14/irs-expands-determination-letter-program-for-certain-retirement-plans monthly 0.5 2019-05-16 https://thelink.ascensus.com/articles/2019/5/10/the-right-way-to-establish-an-ira monthly 0.5 2021-09-29 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1557871853394-MD3WZV4GFYUATCUNLMRX/Establish+an+IRA+SQUARE.jpg Articles - The Right Way to Establish an IRA https://thelink.ascensus.com/articles/2019/5/14/understanding-the-roth-ira-five-year-rules monthly 0.5 2019-05-16 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1557863405302-U6D0NOGD067CH3XOM851/Jeff+Aga+300x300.jpg Articles - 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Where’s the Value in a Conduit IRA? https://thelink.ascensus.com/articles/2019/4/17/after-near-misses-congress-zeroes-in-on-major-retirement-reforms monthly 0.5 2019-04-18 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1555518843212-C2HPE10C1WMM58YOKH6Q/Washington+Pulse+banner.png Articles - After Near Misses, Congress Zeroes in on Major Retirement Reforms https://thelink.ascensus.com/articles/2019/4/16/minors-owning-iras monthly 0.5 2019-04-18 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1555438892559-5QNH3B8LM8AVEQ0NMFV8/Andrew+Ostlund+300x300.jpg Articles - Minors Owning IRAs https://thelink.ascensus.com/articles/2019/4/16/leased-employees-in-qualified-retirement-plans monthly 0.5 2019-04-18 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1555439788438-CQFO1ITKZ0RLYDZSNT7O/Ethan+Heck+300x300.jpg Articles - Leased Employees in Qualified Retirement Plans https://thelink.ascensus.com/articles/2019/3/20/simplified-tax-filing-promise-kept-sort-of monthly 0.5 2019-03-21 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1553087991336-TWE4RBMCWIYITYBNHCZX/2018+Form+1040.jpg Articles - Simplified Tax Filing Promise Kept… Sort of https://thelink.ascensus.com/articles/2019/3/20/tax-related-deadline-relief-granted-for-alabama-disaster-victims monthly 0.5 2019-03-21 https://thelink.ascensus.com/articles/2019/3/20/successor-beneficiariesan-untapped-market monthly 0.5 2019-03-21 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1553114547026-MT66GUHBM5GH5TUKS09T/3+generations+SQUARE.jpg Articles - Successor Beneficiaries—an Untapped Market https://thelink.ascensus.com/articles/2019/3/20/its-prime-time-for-ira-depositsheres-why monthly 0.5 2021-01-07 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1553089317031-KH7DBGOG3ZC9YB0H0V4F/IRA+deposits.jpg Articles - It’s Prime Time for IRA Deposits—Here’s Why https://thelink.ascensus.com/articles/2019/3/18/more-than-a-newsletter-a-tour-of-the-link monthly 0.5 2019-12-09 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1552914035153-OGBLOF9OF31SB5TLMBYZ/navigation+bar+500px.jpg Articles - More Than a Newsletter: A Tour of The Link https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1552916817937-UT27LZFZKDRBA881IIRG/HSA+section+500px.jpg Articles - More Than a Newsletter: A Tour of The Link HSA article feed https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1552915322144-B6C8CECZ473Y4XBLO6FK/Whats+Trending+500px.jpg Articles - More Than a Newsletter: A Tour of The Link You’ll find the tag cloud near the bottom of the The Link homepage. https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1552915336324-N80HT2YLSV2HT3XNFUDA/Subscribe+to+Link+500px.jpg Articles - More Than a Newsletter: A Tour of The Link To subscribe to The Link, complete this form on the homepage. https://thelink.ascensus.com/articles/2019/3/19/family-coverage-does-not-mean-family-hsa monthly 0.5 2019-03-21 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1553029413972-WROLTKF7T1Q50O2UGIOD/Alayna+Drope.jpg Articles - Family Coverage Does Not Mean “Family” HSA https://thelink.ascensus.com/articles/2019/3/19/ineligible-contributions-and-corrective-options monthly 0.5 2019-03-21 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1553029622510-5GKSJQLG7T1HMTR2KBWY/Luke+Swanson+300x300.jpg Articles - Ineligible Contributions and Corrective Options https://thelink.ascensus.com/articles/2019/2/13/how-to-navigate-a-merger-or-acquisition-part-ii monthly 0.5 2019-02-21 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1550070567870-UUMH3X9FYUS8TMOT333T/meeting+with+laptop.jpg Articles - How to Navigate a Merger or Acquisition: Part II https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1550243758512-LH8EZQZP36YM55PEOJ9K/97+image.jpg Articles - How to Navigate a Merger or Acquisition: Part II https://thelink.ascensus.com/articles/2019/2/15/familiar-retirement-reforms-still-in-play monthly 0.5 2019-02-21 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1550243379171-FT5PRPMJQPI9974J57MY/Washington+Pulse+banner.png Articles - Familiar Retirement Reforms Still in Play https://thelink.ascensus.com/articles/2019/2/13/2019-roadmapwhat-retirement-savings-related-changes-may-be-up-ahead monthly 0.5 2019-02-21 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1550088863173-6RPZJVDPJYZE5HJ3423I/roadmap+infographic.jpg Articles - 2019 Road Map—What Retirement Savings-Related Changes May Be Ahead? https://thelink.ascensus.com/articles/2019/2/15/irs-expands-circumstances-for-recovering-hsa-contributions monthly 0.5 2019-02-21 https://thelink.ascensus.com/articles/2019/2/15/how-hsa-triple-tax-advantage-can-combat-healthcare-expenses monthly 0.5 2019-02-25 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1550268137241-QBXVDOEDRL02HTEQ9WBS/woman+looking+out+the+window.jpeg Articles - For Those Struggling to Save, Funding an HSA Not a Matter of If But When https://thelink.ascensus.com/articles/2019/2/13/hsa-and-fsa-two-distinctly-different-savings-plans monthly 0.5 2019-02-21 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1550093438801-U2BLW11FONU12GB9DDUC/Stacy+Torkelson+300x300.JPG Articles - HSA and FSA: Two Distinctly Different Savings Plans https://thelink.ascensus.com/articles/2019/2/15/employee-service-crediting-a-key-part-of-plan-administration monthly 0.5 2019-02-21 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1550243217390-E3ARAYXX1OX1OKVU9Y5L/Anna+Noble+300x300.jpg Articles - Employee Service Crediting: a Key Part of Plan Administration https://thelink.ascensus.com/articles/2019/1/16/how-to-navigate-a-merger-or-acquisition-part-i monthly 0.5 2019-02-20 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1547675105045-F57R9YIEYDTC5NIOMQYC/Business+handshake+%28729px+by+500px%29.jpg Articles - How to Navigate a Merger or Acquisition: Part I https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1547675242770-NIZ98GSSZAX4K8W66632/checkbox+infographic+%28300px+by+300px%29.jpg Articles - How to Navigate a Merger or Acquisition: Part I https://thelink.ascensus.com/articles/2019/1/14/why-one-size-fits-all-marketing-approach-doesnt-work-with-hsas monthly 0.5 2019-01-17 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1547501501388-9PQ47T87ESW1JO2M2ZLM/collage+of+people.jpg Articles - Why One-Size-Fits-All Marketing Approach Doesn’t Work With HSAs https://thelink.ascensus.com/articles/2019/1/14/the-one-per-12-month-rollover-rule-in-review monthly 0.5 2021-01-07 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1547502801150-03VMAQ78VKH0QWG9QUB4/12+Months+infographic.jpg Articles - The One-Per-12-Month Rollover Rule in Review https://thelink.ascensus.com/articles/2019/1/14/irs-releases-2019-forms-1099-r-and-5498-reporting-instructions monthly 0.5 2019-01-17 https://thelink.ascensus.com/articles/2019/1/14/how-transfers-and-rollovers-differ monthly 0.5 2021-01-07 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1547500122475-OF877PUT22KOFSQDYBOG/Alexis-Gonzalez-del-Valle.jpg Articles - How Transfers and Rollovers Differ https://thelink.ascensus.com/articles/2019/1/14/failing-to-remove-an-rmd-from-a-401k-plan-can-be-corrected monthly 0.5 2019-01-17 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1547500505542-RPM85JMLLOHY50S3CY9Q/Shelly+McKinnon+300x300.jpg Articles - Failure to Remove an RMD from a 401(k) Plan Can Be Corrected https://thelink.ascensus.com/articles/2018/12/18/potential-hardship-distribution-changes-for-2019-2020 monthly 0.5 2018-12-20 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1545166029075-8SF8CLXPZ2PB5YVOY9P3/Hardship+Dtbn.jpeg Articles - Potential Hardship Distribution Changes for 2019, 2020 https://thelink.ascensus.com/articles/2018/12/18/irs-and-dol-issue-deadline-relief-for-california-wildfire-victims monthly 0.5 2021-03-03 https://thelink.ascensus.com/articles/2018/12/18/roth-ira-can-help-pay-higher-education-expenses monthly 0.5 2018-12-20 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1545167072039-EKG1QF1W2IW1327ELVI3/Roth+IRA+Higher+Educ+students.jpg Articles - Roth IRA Can Help Pay Higher Education Expenses https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1545167205016-MLC96H74N74XW3MECKW1/Roth+IRA+529+infographic.jpg Articles - Roth IRA Can Help Pay Higher Education Expenses https://thelink.ascensus.com/articles/2018/12/18/using-hsa-savings-for-long-term-care monthly 0.5 2018-12-20 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1545168239200-A74ARUA5JFUZV8XO71RQ/Using+HSA+Long+Term.jpg Articles - Using HSA Savings for Long-Term Care https://thelink.ascensus.com/articles/2018/12/18/retirement-plan-vcp-corrections-to-be-submitted-electronically-now monthly 0.5 2018-12-20 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1545166858336-EJ8HOFXHLWNV63DYXLDF/Retirement+Spotlight+banner.jpg Articles - Retirement Plan VCP Corrections to Be Submitted Electronically Now https://thelink.ascensus.com/articles/2018/12/19/irs-updates-acts-that-may-be-postponed-due-to-disaster-armed-forces-service monthly 0.5 2018-12-20 https://thelink.ascensus.com/articles/2018/12/18/ira-escheatment-guidance-transition-period-extended monthly 0.5 2018-12-20 https://thelink.ascensus.com/articles/2018/12/18/what-to-know-about-esa-transfers-and-rollovers monthly 0.5 2018-12-20 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1545165281095-PXOOTAY788E9J8AXGHDR/Tricia+Held+300x300.jpg Articles - What to Know About ESA Transfers and Rollovers https://thelink.ascensus.com/articles/2018/12/18/defining-compensation-for-401k-plan-contributions-and-testing monthly 0.5 2018-12-20 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1545165036852-HVB57NOD5R4N9CCBAE0L/Ethan+Heck+300x300.jpg Articles - Defining Compensation for 401(k) Plan Contributions and Testing https://thelink.ascensus.com/articles/2018/12/10/happy-20th-birthday-roth-ira monthly 0.5 2018-12-13 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1544467881591-NTESSO7PC50QF1TMUVZ0/happy-20th-roth-banner.jpeg Articles - Happy 20th Birthday, Roth IRA! https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1544467959618-IY87J2DFRPXEUHC28U9B/senator-william-roth.JPG Articles - Happy 20th Birthday, Roth IRA! Senator William Roth, Jr. (R-Del.)* https://thelink.ascensus.com/articles/2018/12/10/20-fast-facts-from-20-years-of-roth monthly 0.5 2018-12-13 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1544467840671-Q1RMYQKKYOUPEL9JPI7G/fast-facts-header.jpg Articles - 20 Years, 20 Facts https://thelink.ascensus.com/articles/2018/12/10/legislative-history-defines-the-roth-ira monthly 0.5 2018-12-13 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1544630369533-PQV6FMZ83RGG43EHPJER/Roth-IRA-Banner.png Articles - Legislative History Defines the Roth IRA https://thelink.ascensus.com/articles/2018/12/10/mega-roth-strategy-could-benefit-high-income-earners monthly 0.5 2018-12-13 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1544471718438-GDHHMSNIMP3FU771ZXPQ/mega-roth-strategy-banner.jpg Articles - Mega Roth Strategy Could Benefit High Income Earners https://thelink.ascensus.com/articles/2018/11/14/roth-ira-contribution-magi-phase-out-ranges monthly 0.5 2025-11-26 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/4d6a1a55-d483-4164-8e58-025c70ef48f0/Roth+IRA+Contribution+MAGI+Phase-Out+Ranges_1225+1500px.jpg Articles - Roth IRA Contribution MAGI Phase-Out Ranges https://thelink.ascensus.com/articles/2018/11/14/traditional-ira-deduction-phase-out-ranges monthly 0.5 2025-11-26 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/c23c9c52-3869-4dd2-b7a5-7723775338da/Traditional+IRA+Deductibility+MAGI+Phase-Out+Ranges_1225.jpg Articles - Traditional IRA Deductibility MAGI Phase-Out Ranges https://thelink.ascensus.com/articles/2018/11/14/dol-proposes-regulations-for-association-retirement-plan monthly 0.5 2018-11-15 https://thelink.ascensus.com/articles/2018/11/14/irs-proposes-amendments-to-retirement-plan-hardship-rules monthly 0.5 2018-11-15 https://thelink.ascensus.com/articles/2018/11/14/what-is-a-loan-offset-and-how-do-recent-regulatory-changes-apply monthly 0.5 2018-11-15 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1542217479593-WRKNYIYFGWM6NGBMXUCP/Tyler+Monda+300x300.jpg Articles - What Is a Loan Offset and How Do Recent Regulatory Changes Apply? https://thelink.ascensus.com/articles/2018/11/14/allowing-authorized-users-on-an-hsa monthly 0.5 2018-11-15 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1542215371360-XILOL6FMYLQYTCJ4KUPS/Dennis+Zuehlke+300x300.jpg Articles - Can an HSA Have Authorized Users? https://thelink.ascensus.com/articles/2018/11/14/retirement-savings-challenges-amplified-by-growing-gig-economy monthly 0.5 2018-11-15 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1542233565569-J1SZYLRY3YJJ0P1VRUFN/Gig+Economy+Word+Cloud+SQUARE.jpg Articles - Retirement Savings Challenges Amplified by Growing Gig Economy https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1542233468448-3XRLB1RFJFF0ED1AQQ59/Gig+Workers+infographic.jpg Articles - Retirement Savings Challenges Amplified by Growing Gig Economy https://thelink.ascensus.com/articles/2018/11/14/hsasa-growing-opportunity-for-any-financial-organization monthly 0.5 2018-11-15 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1542204430388-MK742LFJQXMR677A8PTN/Jars+of+money+growing.jpg Articles - HSAs—a Growing Opportunity for Any Financial Organization https://thelink.ascensus.com/articles/2018/11/13/refining-rmd-procedures-for-baby-boomer-ira-owners monthly 0.5 2018-11-15 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1542141909241-QSV15VIG8DOIXSKF6TD4/Baby+Boomers+SQUARE.jpg Articles - Refining RMD Procedures for Baby Boomer IRA Owners https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1542142045581-KMBQBF6Y3O2RF911X2KL/IRAdirect+laptop+image+SQUARE.jpg Articles - Refining RMD Procedures for Baby Boomer IRA Owners https://thelink.ascensus.com/articles/2018/11/13/ready-or-not-2019-brings-more-changes monthly 0.5 2018-11-15 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1542142277797-H3K8DH20ZXH7K2PFRNDM/Tax+Reform.jpg Articles - Ready or Not, 2019 Brings More Changes https://thelink.ascensus.com/articles/2018/11/13/most-ira-and-retirement-plan-limits-will-increase-for-2019 monthly 0.5 2018-11-15 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1542140870097-BUD74YXA22MEIEESWCEB/Traditional+IRA+Deduction+Phase-Out+table.jpg Articles - Most IRA and Retirement Plan Limits Will Increase for 2019 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1542140963081-QRCYKTNM1NYG9A3ED951/Roth+IRA+MAGI+limits.jpg Articles - Most IRA and Retirement Plan Limits Will Increase for 2019 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1542141011301-OMD37D3Y8KSIMZ80ESRP/2019+Retirement+Plan+Limits+table.jpg Articles - Most IRA and Retirement Plan Limits Will Increase for 2019 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1542141086525-DAH7YLHO8JZ1DE92S9NM/2019+Adjusted+Gross+Income+table.jpg Articles - Most IRA and Retirement Plan Limits Will Increase for 2019 https://thelink.ascensus.com/articles/2018/10/16/the-deadline-for-correcting-ira-excesses-has-passednow-what monthly 0.5 2018-10-18 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1539721791204-HN4TVWOFI3F91VKM4TD5/Calendar+AS_159771294.jpg Articles - The Deadline For Correcting IRA Excesses Has Passed—Now What? https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1539790853403-FGGLLUIE4DQM4WU65AXP/Excess+Amount+table.jpg Articles - The Deadline For Correcting IRA Excesses Has Passed—Now What? https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1539790875922-B83L605DLXXKBQV8QYK6/timeline.jpg Articles - The Deadline For Correcting IRA Excesses Has Passed—Now What? https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1539794032712-UQ9KZ3F5B5LHRDYV1G33/Form+1099-R+image.jpg Articles - The Deadline For Correcting IRA Excesses Has Passed—Now What? Source: Ascensus’ IRA Compliance manual, a comprehensive technical reference on the requirements for all types of IRA reporting. https://thelink.ascensus.com/articles/2018/10/17/house-passes-third-bill-in-tax-reform-20-package monthly 0.5 2018-10-18 https://thelink.ascensus.com/articles/2018/10/16/house-acts-on-saving-enhancements-ball-now-in-senates-court monthly 0.5 2018-10-18 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1539723879732-U6QTWHOI2S9VZ9S2Z4L7/Washington+Pulse+banner.png Articles - House Acts on Saving Enhancements; Ball Now in Senate’s Court https://thelink.ascensus.com/articles/2018/10/16/key-considerations-for-retirement-plan-design monthly 0.5 2018-10-18 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1539722589316-IFW8I1E7KL7SIAH8CUOW/Man+presenting.jpg Articles - Key Considerations for Retirement Plan Design https://thelink.ascensus.com/articles/2018/10/1/how-sep-simple-and-owner-only-401k-plans-stack-up monthly 0.5 2018-10-18 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1538401885367-KZ5F7E5B6QX048TYKK5Q/Small+Business+Retirement+Plans+SQUARE.jpg Articles - How SEP, SIMPLE, and Owner-Only 401(k) Plans Stack Up https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1539720218540-A1HD8B0YMMVCJMURKQ02/table+1.jpg Articles - How SEP, SIMPLE, and Owner-Only 401(k) Plans Stack Up https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1539720237790-7FBTNMVQ5WVNN4PQJMFF/table+2.jpg Articles - How SEP, SIMPLE, and Owner-Only 401(k) Plans Stack Up https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1539720255970-NBN0GCJWAP5T6Y2CXQF1/table+3.jpg Articles - How SEP, SIMPLE, and Owner-Only 401(k) Plans Stack Up https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1539720319669-JQ859W09QJXLCRKWOL7I/table+4.jpg Articles - How SEP, SIMPLE, and Owner-Only 401(k) Plans Stack Up https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1539720393241-OAN2G1N3TJ682URD2ZKK/table+5.jpg Articles - How SEP, SIMPLE, and Owner-Only 401(k) Plans Stack Up https://thelink.ascensus.com/articles/2018/10/16/hsa-vs-fsa-diagnosing-the-differences monthly 0.5 2018-10-18 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1539790909110-3MFRK2LHHYXJI2G3UOMO/Seesaw+AS_66653194.jpeg Articles - HSA vs. FSA: Diagnosing the Differences https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1539793838935-XHIEG9GBQKR37CXOU1NK/HSA+vs+FSA+table-1.jpg Articles - HSA vs. FSA: Diagnosing the Differences https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1539793851339-H3ZYOSGSJOY0LKYOPYS8/HSA+vs+FSA+table-2.jpg Articles - HSA vs. FSA: Diagnosing the Differences https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1539793877832-07GVUFB6XBG4TVU4EP5O/HSA+vs+FSA+table-3.jpg Articles - HSA vs. FSA: Diagnosing the Differences https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1539793890125-45WYPS99SY4L6W5VCQ8Z/HSA+vs+FSA+table-4.jpg Articles - HSA vs. FSA: Diagnosing the Differences https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1539793900746-OAOXM5NG2SLJ755NRN5H/HSA+vs+FSA+table-5.jpg Articles - HSA vs. FSA: Diagnosing the Differences https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1539793909757-OSWNX03SJOONW6I9IZLS/HSA+vs+FSA+table-6.jpg Articles - HSA vs. FSA: Diagnosing the Differences https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1539793925517-L2A3QVSBZN2BMGIAQ451/HSA+vs+FSA+table-7.jpg Articles - HSA vs. FSA: Diagnosing the Differences https://thelink.ascensus.com/articles/2018/10/16/moving-money-to-an-hsa-with-a-qualified-hsa-funding-distribution monthly 0.5 2018-10-18 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1539720535223-FWVCH6TM4QB5L0OV8ETA/Robert+Shipp+300x300.jpg Articles - Moving Money to an HSA with a Qualified HSA Funding Distribution https://thelink.ascensus.com/articles/2018/10/16/what-is-the-top-heavy-test-and-what-should-plans-do-if-top-heavy monthly 0.5 2018-10-18 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1539721515759-6DGJN94RSG9YEDDRV6BH/Rachel+Fetters+300x300.jpg Articles - What Is the Top-Heavy Test and What Should Plans Do if Top Heavy? https://thelink.ascensus.com/articles/2018/9/18/ways-and-means-committee-reveals-details-in-tax-reform-20-legislation monthly 0.5 2018-10-15 https://thelink.ascensus.com/articles/2018/9/18/trump-asks-agencies-to-revise-retirement-plan-rules monthly 0.5 2018-10-15 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1537283005978-0HUKXREYFTWNGYXERCAL/Washington+Pulse+banner.png Articles - Trump Asks Agencies to Revise Retirement Plan Rules https://thelink.ascensus.com/articles/2018/9/18/september-30-deadline-key-to-beneficiary-distributions monthly 0.5 2018-09-20 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1537291230708-VPQ5Y81OKS879IZLHXAK/September+30+AS_100459563.jpg Articles - September 30 Deadline Key to Beneficiary Distributions https://thelink.ascensus.com/articles/2018/9/18/last-chance-to-recharacterize-a-conversion monthly 0.5 2018-10-15 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1537278228739-PCQX40UBQX99N5JOO0SH/Clock+AS_58505406.jpg Articles - Last Chance to Recharacterize a Conversion https://thelink.ascensus.com/articles/2018/9/18/employers-can-help-employees-pay-off-student-loans-and-save-for-retirement monthly 0.5 2018-10-15 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1537280276198-W8P1WV0XYPDN4Y9RLLYA/Retirement+Spotlight+banner.jpg Articles - Employers Can Help Employees Pay Off Student Loans and Save for Retirement https://thelink.ascensus.com/articles/2018/9/18/hsas-and-generation-x-from-overlooked-to-opportunity monthly 0.5 2018-10-10 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1537276754960-E2MDNO8HCVVZF48CEJB0/Group+of+business+people+AS_99930184.jpg Articles - HSAs and Generation X: From Overlooked to Opportunity https://thelink.ascensus.com/articles/2018/9/18/what-does-it-mean-to-have-a-nonqualified-esa-distribution monthly 0.5 2018-10-15 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1537276226089-ER8HKT19EQDMGZW7D5BA/Shelly+McKinnon+300x300.jpg Articles - What Does It Mean to Have a Nonqualified ESA Distribution? https://thelink.ascensus.com/articles/2018/9/18/what-can-be-done-to-help-pass-adpacp-testing monthly 0.5 2018-10-15 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1537275233771-WX32FQ605WMNWX4D8NLV/Kyle+Hause+300x300.jpg Articles - What Can Be Done to Help Pass ADP/ACP Testing? 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https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1599063154915-1QRXEHIOCLDOEEP4T1CS/Solution+Ctr+0920.jpg Solution Center Articles - IRS Reporting Made Simple: How Financial Organizations Can Get It Right Every Time - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/solution-center-articles/2025/9/4/dont-wait-to-amend-your-ira-documents monthly 0.5 2025-09-04 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1546005380062-N5ATLA2T45E248P7IAAD/4+people+reviewing+documents.jpg Solution Center Articles - Don’t Wait to Amend Your IRA Documents - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/solution-center-articles/2025/8/5/theres-a-better-way-to-handle-ira-beneficiary-distributions monthly 0.5 2025-08-07 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- Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/solution-center-articles/2025/4/2/avoid-costly-mistakes-what-you-need-to-know-about-ira-withholding-notice-requirements monthly 0.5 2025-04-03 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1985bf90-b850-4bef-ac34-0518e94ff71c/Solution+Ctr+0520.jpg Solution Center Articles - Avoid Costly Mistakes: What You Need to Know about IRA Withholding Notice Requirements - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/solution-center-articles/2025/2/28/form-5498-reporting-made-easy-navigating-repayments-and-postponed-contributions monthly 0.5 2025-03-06 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/bc67366d-cfae-4122-b0b8-fcde9449e153/Solution+Ctr+0920.jpg Solution Center Articles - Form 5498 Reporting Made Easy: Navigating Repayments and Postponed Contributions - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/solution-center-articles/2025/2/5/avoid-ira-reporting-nightmares-and-sleep-easy-with-these-tips monthly 0.5 2025-02-06 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1678887016206-U8IBC8P3GOQ0SYGL8632/AtComputer_24837964.jpg Solution Center Articles - Avoid IRA Reporting Nightmares and Sleep Easy with These Tips - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/solution-center-articles/2024/12/20/is-it-time-to-refresh-your-ira-programand-reenergize-your-team monthly 0.5 2025-01-02 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/c1bf15ab-8b21-4a40-9666-2f2638651da3/Solution+Center+8-2022.jpg Solution Center Articles - Is it Time to Refresh Your IRA Program—and Reenergize Your Team? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/solution-center-articles/2024/12/4/consumer-education-can-strengthen-relationships-with-clients monthly 0.5 2024-12-05 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/e1a40857-573c-4528-8cfc-700235e20a94/SC+image+12-22.jpg Solution Center Articles - Consumer Education Can Strengthen Relationships with Clients - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/solution-center-articles/2024/10/2/maximize-efficiency-in-your-ira-program-with-paperless-solutions monthly 0.5 2024-10-03 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/650ef6a3-f584-46b7-974d-7282407d945a/Mature+couple+at+laptop+461283487.jpg Solution Center Articles - Maximize Efficiency in Your IRA Program with Paperless Solutions - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/solution-center-articles/2024/9/4/50-years-of-erisa-celebrating-the-landmark-federal-law-that-has-transformed-how-americans-save-for-retirement monthly 0.5 2024-09-23 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/8892491f-6b59-499d-bd40-e950af416e80/Woman+looking+out+window.jpg Solution Center Articles - 50 Years of ERISA: Celebrating the Landmark Federal Law That Has Transformed How Americans Save for Retirement - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/solution-center-articles/2024/7/31/dont-panic-over-prior-year-tax-reporting-corrections monthly 0.5 2024-08-01 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/c6b4670c-40fb-4ea7-aee4-8f0fff8698fc/06-19+Solution+Ctr.jpg Solution Center Articles - Don’t Panic Over Prior-Year Tax Reporting Corrections - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/solution-center-articles/2024/7/10/keeping-up-with-state-withholding-requirements monthly 0.5 2024-07-11 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/7f1087f9-6763-4300-9e25-4bb6184a9a92/Solution+Center+0220+1000px+more+horizontal.jpg Solution Center Articles - Keeping Up With State Withholding Requirements - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/solution-center-articles/2024/6/4/handling-complex-beneficiary-claims-is-your-organization-prepared monthly 0.5 2024-06-06 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/f922a693-288e-4fcc-aabb-3c8cacbf3a82/One+per+12+month+12-2021.jpg Solution Center Articles - Handling Complex Beneficiary Claims — Is Your Organization Prepared? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/solution-center-articles/2024/5/2/is-it-time-to-streamline-your-hsa-business-strategy monthly 0.5 2024-05-02 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/b628a376-0265-4ac3-91ea-1d6add7683d6/HSA+stethoscope+cash.jpg Solution Center Articles - Is it Time to Streamline Your HSA Business Strategy? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/solution-center-articles/2024/4/3/reduce-form-5498-reporting-errors-with-this-simple-step monthly 0.5 2024-04-04 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/a736bcbc-4881-45a6-bbf6-8048777a8960/files+in+drawer+500px.jpg Solution Center Articles - Reduce Form 5498 Reporting Errors with this Simple Step - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/solution-center-articles/2024/3/6/a-newly-expanded-document-suite-provides-flexibility-and-growth-opportunities-for-document-sponsors monthly 0.5 2024-03-07 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/48c380bf-4b39-4165-a91c-821dd2ae1516/Establishing+HSAs+0920.jpg Solution Center Articles - A Newly Expanded Document Suite Provides Flexibility and Growth Opportunities for Document Sponsors - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/solution-center-articles/2024/1/31/dont-let-ira-reporting-blunders-keep-you-up-at-night monthly 0.5 2024-02-01 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/c34a7b32-fe30-45df-ad9d-c74a92edc0c9/SC+0121+wider.jpg Solution Center Articles - Don’t Let IRA Reporting Blunders Keep You Up at Night - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/solution-center-articles/2024/1/3/is-your-ira-program-and-your-team-ready-for-a-refresh monthly 0.5 2024-01-04 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1657911609545-JNMYJX16O0T64TEIOG6E/06-19+Solution+Ctr+SQUARE.jpg Solution Center Articles - Is Your IRA Program (And Your Team) Ready for a Refresh? 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Call Us. - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/solution-center-articles/2023/2/28/take-the-stress-out-of-meeting-your-ira-withholding-notice-requirements monthly 0.5 2023-03-02 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/7f1087f9-6763-4300-9e25-4bb6184a9a92/Solution+Center+0220+1000px+more+horizontal.jpg Solution Center Articles - Take The Stress Out of Meeting Your IRA Withholding Notice Requirements - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/solution-center-articles/2023/2/1/our-top-5-takeaways-from-ascend-2022 monthly 0.5 2023-02-02 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/87a0d645-b837-445b-a165-ff7b96e5ea40/Ascend+classroom+500px.jpg Solution Center Articles - Our Top 5 Takeaways from Ascend 2022 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/solution-center-articles/2022/12/27/secure-your-preferred-onsite-dates-for-2023 monthly 0.5 2023-01-05 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/1a7a7f05-3485-4c9e-be06-38df71dbb879/Group+meeting+AS_99929164.jpg Solution Center Articles - Secure Your Preferred Onsite Dates for 2023 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/solution-center-articles/2022/11/29/ring-in-the-new-year-prepared-for-your-clients-questions monthly 0.5 2022-12-01 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/e28ba6f5-3247-4364-bce6-d9351296d370/SC+image+12-22.jpg Solution Center Articles - Ring in the New Year Prepared for Your Clients’ Questions - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/solution-center-articles/2022/11/2/cut-down-on-these-ira-tax-reporting-errors monthly 0.5 2022-11-03 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/bc67366d-cfae-4122-b0b8-fcde9449e153/Solution+Ctr+0920.jpg Solution Center Articles - Cut Down on These IRA Tax Reporting Errors - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/solution-center-articles/2022/10/4/individualk-plans-dont-overlook-this-savings-option-for-small-business-owners monthly 0.5 2022-10-06 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/bde09dd3-d815-430d-b7fc-46d47638cda2/Savings+trends.jpg Solution Center Articles - 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Grow Your Business by Deploying This Simple Marketing Strategy - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://thelink.ascensus.com/solution-center-articles/2022/3/30/stumped-by-retirement-plan-or-ira-questions-dont-worry-your-answer-is-a-phone-call-away monthly 0.5 2022-04-04 https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/69f1d74a-bf07-45a6-9059-4a0dbdf9d153/Solution+Center+4-2022.jpg Solution Center Articles - Stumped by Retirement Plan or IRA Questions? 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Cole Bauer JD, LLM https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/4eb812fb-f06f-45e0-888f-5c279d1805c3/Luke+Swanson+300x300.jpg Meet Our Experts - Luke Swanson CIP, QKA, QPA https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/7c08bf60-2280-4b4b-beaa-2fdb31e7148b/Michelle+Freiholtz+300x300.jpg Meet Our Experts - Michelle Freiholtz MBA https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/49f1f729-e5a9-4d40-86de-5b38bcdf2f66/Mike+Finch+300x300.JPG Meet Our Experts - Mike Finch CPC https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/41c6828a-7bbf-4626-a4be-a518a4fc33e8/Mike+Rahn+300x300.jpg Meet Our Experts - Mike Rahn CISP https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/c2b78159-30c7-4f4e-9b19-10898b172544/Stacy+Torkelson+300x300.jpg Meet Our Experts - Stacy Torkelson CFC, CIP, CHSP https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/d2562fea-298e-4a73-8ca8-68fb46ca4745/Olivia+Theveny+300x300.jpg Meet Our Experts - Olivia Theveny JD, CISP, SDIP https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/a8c2fc0f-898e-48ae-8aba-b16c9de392a5/Kathy+Hamlin+300x300.jpg Meet Our Experts - Kathy Hamlin CPC, QPA, QKA, TGPC, CIP https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/64c17846-e02e-446b-b479-3ca704f90de0/Rebecca+Olson+300x300.jpg Meet Our Experts - Rebecca Olson JD, CISP, QPA https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/7d690d00-8f0e-4ce6-8f78-402c45d7315a/Rachel+Fetters+300x300.jpg Meet Our Experts - Rachel Fetters QPA https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/08feec86-29d1-45ae-81ec-2f48057418f8/Eric+Malone+300x300.jpg Meet Our Experts - Eric Malone CIP, QKA https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/17be1c2d-7fdf-4ce2-b578-ab273209ed53/Shelly+McKinnon+300x300.jpg Meet Our Experts - Shelly McKinnon QKA, TGPC, CRSP, CIP, CHSP https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/7af27a90-1696-4a4d-bbdd-42d4d830e73f/Randy+Barnes+300x300.jpg Meet Our Experts - Randy Barnes CIP, QPA https://images.squarespace-cdn.com/content/v1/59c529e3cd0f689fe65fe62d/90a0beda-f9f6-4526-b975-0d0772413fc8/Meredith+Whitney+300x300.jpg Meet Our Experts - Meredith Whitney JD, LLM, CISP