Ascensus - Latest News http://www.ascensus.com/pressRoom.aspx Ascensus - Latest News Thu, 19 Nov 2009 17:56:39 GMT Thu, 19 Nov 2009 17:56:39 GMT Senate Bill Contains Provisions Intended to Enhance ESOP Plans http://www.ascensus.com/news/news.aspx?ID=927 August 20, 2009 – Before the recent recess of Congress, Senators Blanche Lincoln (D-Ark.) and Mary Landrieu (D-La.) introduced the Employee Stock Ownership Plan Promotion and Improve...]]> Fri, 21 Aug 2009 14:17:13 GMT LatestNews:927 IRS Posts 2009 Publication 1220 for Electronic Filers of Information Returns http://www.ascensus.com/news/news.aspx?ID=928 August 20, 2009 - The IRS has posted the 2009 version of Publication 1220, Specifications for Filing Forms 1098, 1099, 3921, 3922, 5498, 8935 and W-2G Electronically. Fri, 21 Aug 2009 14:17:22 GMT LatestNews:928 Auto Enrollment Adoption at Ascensus Surpasses 1,000 Plans http://www.ascensus.com/news/news.aspx?ID=931 Dresher, Pennsylvania–September 1, 2009 – Ascensus reports client adoption of (k)ruiseControl™, Ascensus’ auto enrollment and deferral increase program, has passed the 1,000 p...]]> Tue, 01 Sep 2009 18:20:39 GMT LatestNews:931 Auto Enrollment Adoption at Ascensus Surpasses 1,000 Plans http://www.ascensus.com/news/news.aspx?ID=933 Dresher, Pennsylvania–September 1, 2009 – Ascensus reports client adoption of (k)ruiseControl™, Ascensus’ auto enrollment and deferral increase program, has passed the ...]]> Tue, 01 Sep 2009 18:45:29 GMT LatestNews:933 Earlier Retirement Contribution Deadline for Certain Partnerships http://www.ascensus.com/news/news.aspx?ID=934 September 4, 2009 – A change in the extended tax return filing deadline for partnerships means that some partnerships will have to make retirement plan contributions one month earlie...]]> Tue, 08 Sep 2009 13:40:52 GMT LatestNews:934 Link to IRS Guidance on Employer Plan Rollovers to Roth IRAs http://www.ascensus.com/news/news.aspx?ID=939 September 9, 2009 – A Latest News article from September 8, 2009, contained information on IRS Notice 2009-75, Rollovers From Employer Plans to Roth IRAs.  Notice 2009-75...]]> Wed, 09 Sep 2009 21:21:45 GMT LatestNews:939 DOL Issues Field Assistance Bulletin on Use of Summary Prospectus to Meet 404(C) Requirements http://www.ascensus.com/news/news.aspx?ID=940 September 9, 2009 – The Department of Labor’s Employee Benefit Security Administration has issued Field Assistance Bulletin (FAB) 2009-03, addressing the ability of a participant-dir...]]> Wed, 09 Sep 2009 21:21:52 GMT LatestNews:940 PLR Affirms Spouse Retirement Plan Beneficiary’s Right to Establish Beneficiary IRA http://www.ascensus.com/news/news.aspx?ID=942 September 10, 2009 – The IRS, in private letter ruling (PLR) 200936049, has added one more affirmation that a spouse who inherits employer plan assets may set up a new IRA as a benef...]]> Thu, 10 Sep 2009 20:53:39 GMT LatestNews:942 IRS Employee Plans News Special Edition Notes Automatic Enrollment and Other Guidance Issued Earlier This Week http://www.ascensus.com/news/news.aspx?ID=941 September 10, 2009 – The IRS has issued a special September 2009 edition of Employee Plans News.  In this special edition the IRS briefly notes the release of four notice...]]> Thu, 10 Sep 2009 20:53:48 GMT LatestNews:941 IRS Issues Fall 2009 Edition of Employee Plans News http://www.ascensus.com/news/news.aspx?ID=949 September 23, 2009 – The IRS has posted at its web site the Fall 2009 edition of Employee Plans News, a newsletter intended to help employers better understand and maintain co...]]> Wed, 23 Sep 2009 17:21:36 GMT LatestNews:949 IRS Announces Tax-Related Relief for Victims of Georgia Storms http://www.ascensus.com/news/news.aspx?ID=951 September 28, 2009 – The IRS has issued news release ATL-2009-36 explaining tax-related deadline relief for victims of September 18, 2009, storms and flooding that affected the follo...]]> Mon, 28 Sep 2009 20:24:33 GMT LatestNews:951 IRS Publishes Controlled Group Proposed Regulation http://www.ascensus.com/news/news.aspx?ID=952 September 29, 2009 – Today’s Federal Register contains a proposed IRS regulation describing a Service position on the determination of controlled groups of businesses. The reg...]]> Tue, 29 Sep 2009 19:22:44 GMT LatestNews:952 New Guidance Provides RMD Waiver Relief http://www.ascensus.com/news/news.aspx?ID=953 About the Ascensus “Alert”

Ascensus publishes its Alert when time is of the essence regarding important changes that affect the retirement servic...]]> Wed, 30 Sep 2009 22:55:24 GMT LatestNews:953 New Guidance Provides RMD Waiver Relief http://www.ascensus.com/news/news.aspx?ID=954 About the Ascensus “Alert”

Ascensus publishes its Alert when time is of the essence regarding important changes that affect the retirement servic...]]> Wed, 30 Sep 2009 22:58:19 GMT LatestNews:954 Residents of American Samoa Given Tax-Related Deadline Relief http://www.ascensus.com/news/news.aspx?ID=955 October 2, 2009 – The IRS has issued a news release granting tax-related deadline relief to victims of severe flooding associated with a tsunami that struck the island of American Sa...]]> Fri, 02 Oct 2009 19:11:56 GMT LatestNews:955 2010 Cost-of-Living Adjustments http://www.ascensus.com/news/news.aspx?ID=958 October 16, 2009 – On October 15, 2009, the IRS released the 2010 cost-of-living adjustments (COLAs) for IRAs and retirement plans in News Release IR-2009-94. The IRS makes the adjus...]]> Fri, 16 Oct 2009 16:36:34 GMT LatestNews:958 2010 Roth IRA Conversion Tax “Acceleration” Rule Clarified http://www.ascensus.com/news/news.aspx?ID=959 October 19, 2009 – Ascensus has received confirmation from the IRS on the mechanics of accelerated taxation of 2010 Roth IRA conversions and retirement plan rollovers, particularly a...]]> Mon, 19 Oct 2009 19:24:02 GMT LatestNews:959 Bills Introduced to Extend RMD Waiver, Increase Contributions http://www.ascensus.com/news/news.aspx?ID=966 October 27, 2009 – Rep. Michael Burgess (R-Texas) introduced a bill (H.R. 3920) to extend the 2009 waiver of required minimum distributions (RMDs) through 2010. The bill has been ref...]]> Tue, 27 Oct 2009 15:33:12 GMT LatestNews:966 IRS Says Vesting Will Be Allowed in 403(b) Plan Prototype Program http://www.ascensus.com/news/news.aspx?ID=972 November 4, 2009 – A high-ranking IRS representative with responsibility for guidance for 403(b) plans has reportedly stated that vesting of employer 403(b) plan contributions will b...]]> Wed, 04 Nov 2009 20:42:32 GMT LatestNews:972 House-Passed Health Care Bill Contains HSA Provision http://www.ascensus.com/news/news.aspx?ID=973 November 9, 2009 – The Affordable Health Care for America Act (H.R. 3962) passed by the House of Representatives contains several provisions affecting existing health benefit pr...]]> Mon, 09 Nov 2009 19:47:44 GMT LatestNews:973 IRS Releases 2009 Form 8880 for Retirement Savings Credit http://www.ascensus.com/news/news.aspx?ID=976 November 13, 2009 – The IRS has issued its 2009 Form 8880, Credit for Qualified Retirement Savings Contributions. The form is filed by qualifying taxpayers to claim an income ...]]> Fri, 13 Nov 2009 17:49:13 GMT LatestNews:976 IRS Posts 2009 Form 945 http://www.ascensus.com/news/news.aspx?ID=977 November 16, 2009 – The IRS has posted the 2009 Form 945, Annual Return of Withheld Federal Income Tax, which is used to report retirement arrangement withholding.  (The ...]]> Mon, 16 Nov 2009 20:54:01 GMT LatestNews:977 DOL to Extend Delay in Investment Advice Regulations http://www.ascensus.com/news/news.aspx?ID=978 November 16, 2009 – The Department of Labor’s Employee Benefits Security Administration has furthered delayed the effective date of the final investment advice regulations. Notice of...]]> Mon, 16 Nov 2009 20:54:10 GMT LatestNews:978 DOL Withdraws Final Investment Advice Regulations http://www.ascensus.com/news/news.aspx?ID=982 November 19, 2009 – Only days after publishing notice of a six-month delay in their effective date, the Department of Labor’s Employee Benefits Security Administration (EBSA) is form...]]> Thu, 19 Nov 2009 17:56:39 GMT LatestNews:982