News and Education

The Internal Revenue Service (IRS) has issued final regulations implementing catch-up contribution requirements introduced by the SECURE 2.0 Act of 2022 (SECURE 2.0). These final regulations follow the proposed regulations released in January 2025, as detailed in a previous Washington Pulse.

Congress passed the tax bill known as the One Big Beautiful Bill Act (OBBBA) on July 3, 2025. This article outlines certain retirement and financial provisions included in the OBBBA.

At Ascensus, we have always believed that saving is one of the most powerful tools individuals can use to build financial security. As one of the country’s leading administrators of tax-advantaged savings plans, we serve more than 16 million people who are saving for retirement, education, and disability-related expenses.

Facing a “Qualified Professional Asset Manager” (QPAM) audit can feel overwhelming for asset managers. Whether you’re dealing with a compliance issue from an affiliate’s criminal conviction or navigating a deferred prosecution agreement, the process of reinstating your QPAM status requires careful preparation and expert guidance. The good news? You don’t have to navigate this complex QPAM audit journey alone.

Discover how compensation consultants can help organizations build sales incentive plans that go beyond commissions to motivate teams and meet growth goals.

Discover how a well-structured BOLI program can help financial institutions offset employee benefit costs, retain top talent, all in a tax-efficient structure.  

Chris Tingley Joins Eastern Region Team to Support Retirement Sales Initiatives

Recognized for Elevating Cybersecurity Standards and Safeguarding Global Systems

Ascensus announced that two of its leaders, Sofia Theodoridou and Tami Evanson have been recognized for their outstanding contributions at the 22nd Stevie^® Awards for Women in Business.