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.

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.  

Learn how compensation consultants can help your organization build a compensation program that incorporates pay transparency and supports compliance, attracts and retains key talent, and aligns with evolving workplace expectations. Discover how tailored compensation strategies can drive business goals and boost employee satisfaction.

David Musto to Become Executive Chairman
Nick Good to Become Chief Executive Officer
Succession to Be Effective on January 1, 2026

Ascensus announced today that Josh Rundle will join the company as Head of Investment & Wealth Solutions, a newly created role, later this month. Rundle will report to Ascensus Chair and CEO David Musto.

With “CalSavvy,” the State of California delivers ground-breaking innovation to over 600,000 employers ahead of 2025 CalSavers registration deadline.