The latest from Dennis Zuehlke

May 3, 2017 - by Dennis Zuehlke, Ascensus

If you like your Obamacare you can keep it

“Obamacare is the law of the land” and will remain so “for the foreseeable future,” House Speaker Paul Ryan (R-WI) told reporters after House Republicans canceled a vote on their ...

Apr 3, 2017 - by Dennis Zuehlke, Ascensus

National Retirement Planning Week 2017: Help members rethink retirement

National Retirement Planning Week 2017 kicks off April 3, 2017, and with more Americans feeling less confident that they are adequately financially prepared for retirement, credit unions can help members ...

Feb 23, 2017 - by Dennis Zuehlke, Ascensus

Encourage saving for retirement during America Saves Week 2017

America Saves Week 2017 kicks off February 27, 2017. With more Americans acknowledging a retirement savings shortfall, credit unions can help members save for retirement by encouraging members to set ...

Dec 7, 2016 - by Dennis Zuehlke, Ascensus

Mr. Trump goes to Washington

After a tumultuous campaign in which he violated every rule of American politics, and with a promise to “drain the swamp” in the nation’s capital, Mr. Trump is going ...

Nov 14, 2016 - by Dennis Zuehlke, Ascensus

More employers offering HSA-compatible health plans means more HSAs

Consumer-directed health plans, such as HSA-compatible high-deductible health plans (HDHPs), are now the norm among large employers, according to an annual survey of large employers by the National Business Group ...

Oct 6, 2016 - by Dennis Zuehlke, Ascensus

IRS provides simplified process for 60-day rollover waiver

The IRS has simplified the process for taxpayers to request a waiver of the 60-day rollover requirement when they miss the deadline. Revenue Procedure (Rev. Proc.) 2016-47 provides for a ...

Sep 8, 2016 - by Dennis Zuehlke, Ascensus

Retirement savings outlook in a Clinton or Trump administration

The speeches are over, the national political conventions are history, and the road to the White House is entering the final stretch. It is clear from the candidates’ financial disclosures ...

Aug 8, 2016 - by Dennis Zuehlke, Ascensus

GAO report examines defined contribution plan use

Defined contribution (DC) plans—such as 401(k) plans—are now the dominant form of retirement plans for U.S. workers, yet 60 percent of all households have no retirement ...