Proposed Legislation May Affect Your SIMPLE IRA Plan Documents

One provision of the recent proposed retirement savings legislation would give employers a tax credit if they automatically enroll employees in their SIMPLE IRA plans at a certain default percentage—but only if their plan documents allow for automatic enrollment. If this became law, would your small business clients be able to take advantage of it?

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Ascensus
Don’t Get Caught in a Jam with the IRS

No trustee or custodian is exempt from an IRS audit of its IRAs, HSAs, or other savings accounts. Fortunately, there are Ascensus experts who know a thing or two about surviving an IRS audit. As an ERISA consultant, Tammy Schultz conducts onsite compliance reviews to help financial organizations target and clean up any compliance issues with their savings plan programs before the IRS comes calling.

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Ascensus
How to Ensure a Successful HSA Program

Offering HSAs will expand your product line, increase your deposit base, and create cross-selling opportunities to give your organization a competitive edge. Find out how Ascensus can help your organization launch and maintain a successful—and compliant—HSA program.

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Ascensus
What’s in it for You—Top 5 Ascend Takeaways

Maybe you’ve heard that Ascend is the industry’s most comprehensive education conference providing training, certification, and continuing education to financial professionals for more than 30 years. See some of what you’ll get from Ascend through the following top five takeaways as shared by past attendees.

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Bryan Loomis