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.
Under the Employee Retirement Income Security Act (ERISA), Section 404(c) offers retirement plan sponsors a crucial safe harbor—but only if they meet the necessary requirements. This protection shields fiduciaries from liability for investment outcomes as long as plan participants are given sufficient control and information over their investment choices.
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.
A stronger retirement plan, financially healthier employees, better business outcomes. We have the key programs and services to help you get there.
Press Releases
Chris Tingley Joins Eastern Region Team to Support Retirement Sales Initiatives
News Releases
Recognized for Elevating Cybersecurity Standards and Safeguarding Global Systems
News Releases
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.
