Posts in Solution Center
Maximize Efficiency in Your IRA Program with Paperless Solutions

Going paperless in the workplace is no longer an option—it has become a necessity. As more financial organizations shift to paperless solutions, the benefits in terms of cost savings, time management, security, and environmental sustainability become undeniable. In this industry, the transition to digital processes is transforming the way our work is done.

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50 Years of ERISA: Celebrating the Landmark Federal Law That Has Transformed How Americans Save for Retirement

On September 2, 1974, the Employee Retirement Income Security Act of 1974 (ERISA) was codified into our federal tax and labor laws. This landmark  legislation revolutionized the management and regulation of employer-sponsored retirement plans,  created Traditional IRAs that have provided incentives for all working Americans to save for retirement, and—with further legislative changes in the half-century since—has forever altered how Americans plan and save for retirement.

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Keeping Up With State Withholding Requirements

The stakes are high for financial organizations that do not apply federal and state withholding on distributions that are subject to the withholding requirements. If your financial organization doesn’t withhold, it could be required to pay the amount that was supposed to be withheld and face IRS and state penalties. While federal withholding requirements can be daunting, state withholding laws can be cumbersome and difficult to administer.

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A Newly Expanded Document Suite Provides Flexibility and Growth Opportunities for Document Sponsors

For years Ascensus has provided a full range of defined contribution plans—including 401(k) profit sharing, money purchase pension, and individual 401(k) plans. Last year we expanded our document suite and will further expand in 2024.

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