05/28/2025
Important SECURE 2.0 Update

Under the SECURE 2.0 Act Provision 603, starting in 2026, individuals earning $145,000 or more in FICA wages will need to make catch-up contributions as Roth contributions. For new and existing plans, please review to determine if Roth options need to be included.

10/20/2025
2025 New Plan Document Request Deadline

Submit your completed, signed, and dated Plan Establishment Kit by December 5, 2025, to guarantee a signature-ready adoption agreement by December 31, 2025.

Get a jumpstart on establishing new plans. Beat the year-end rush and meet the plan establishment deadlines for retirement plans.

Ascensus

Ascensus Retirement Services

Ascensus, a leading retirement plan solutions provider, will act as the pre-approved sponsor for your client's retirement plan document. As one of the largest qualified retirement plan platforms in the country, we offer many plan design options to help create a plan that meets anyone's needs.
 

Contact Us

877-258-8499

 Monday–Friday

 8:00 a.m.–4:00 p.m. CT

 Fax: 218-825-5713

 LPL-QRPdocuments@ascensus.com