DRESHER, PA (January 26, 2018) — Ascensus, a technology-enabled service provider that helps more than 7 million Americans save for the future, has entered into an agreement to acquire Qualified Plans LLC (“Qualified Plans”). The third-party administration (TPA) firm will immediately become part of Ascensus ...
DRESHER, PA (August 21, 2017) — Ascensus, a technology-enabled solutions provider that helps more than 7 million Americans save for the future, is pleased to announce that it has been named to the 2017 Inc. 5000 list of fastest-growing private companies in America. Established in ...
DRESHER, PA (August 10, 2017) — Ascensus, a technology-enabled solutions provider that helps more than 7 million Americans save for the future, announces the appointment of Christopher Blexrud as senior vice president of software engineering for the firm’s retirement division. Ascensus continues to invest ...
DRESHER, PA (August 9, 2017) — On August 3, 2017, the Department of Labor (DOL) issued additional guidance regarding its final fiduciary regulations and related prohibited transaction exemptions (PTEs)—together referred to as the “fiduciary rules.” This latest guidance is in a frequently-asked question (FAQ) ...
DRESHER, PA (August 8, 2017) — Ascensus, a technology-enabled solutions provider that helps more than 7 million Americans save for the future, is pleased to announce the winners of its 2017 Ascensus Core Values Scholarship. Presented annually, the Core Values Scholarship is awarded to high ...
RAHWAY, NJ (February 27, 2017) — IMM, an industry innovator of eSignature and eTransaction Management for financial institutions, and Ascensus, the nation’s largest independent retirement and college savings services provider, announced the official launch of their collaborative solution: IRAdirect eSign. The initial Ascensus rollout ...
DRESHER, PA (January 26, 2017) — Ascensus, the nation's largest independent retirement plan and college savings services provider, has appointed Carolyn Fraser as vice president of relationship management. In this role, Ms. Fraser will develop business strategies and partner with institutional clients to help them ...
DRESHER, PA (August 4, 2016) — With over a year of preparation and hard work, Ascensus is excited to soon kick-off the Ascend education conference beginning mid-September in Orlando, Florida. Ascend will offer a new type of learning interaction and provide real-world knowledge that attendees ...
DRESHER, PA (May 3, 2016) — Ascensus, the nation’s largest independent retirement plan and college savings services provider, announces the appointment of Rick Irace as Chief Operating Officer of the company’s retirement division. In this newly created role, Mr. Irace will be responsible ...
DRESHER, PA (April 15, 2016) — Ascensus is proud to partner with the Hawaii Credit Union League and offer an IRA education seminar—Academy of IRA Knowledge—in September. This training event will have an IRA-focused curriculum featuring topics on IRA compliance and operations with ...
DRESHER, PA (September 14, 2015) — As a respected leader in the retirement and savings industry, Ascensus has been providing education and training for financial organizations for nearly 40 years. Ascensus historically has held two separate training events: Fall Forum and IRA Supertrain®. As the ...
A similar trend is noted by independent retirement plan and college savings services provider, Ascensus (May 18, 2015) -- According to Bersin by Deloitte’s latest study in The Corporate Learning Factbook 2014: Benchmarks, Trends, and Analysis of the U.S. Training Market, spending on ...
DRESHER, PA (March 31, 2015) -- Ascensus, the nation’s largest independent retirement plan and college savings services provider, is proud to announce that Philly.com has named the company a 2015 Top Workplace. This marks the fourth consecutive year that Ascensus has been included ...
DRESHER, PA (February 7, 2014) -- Ascensus is pleased to announce the release of its integrated IRA solution – the IRA Service Center express. This solution unites Ascensus’ premiere forms generation solution—the IRA Service Center™— and Harland Financial Solutions UltraData® Enterprise Core solution. Ascensus has ...
Dresher, Pennsylvania–September 13, 2012 – Ascensus, a leading retirement plan solutions provider, announces expanded efforts to drive results for financial advisors in retirement plan servicing. Ascensus Business Development Consultants (BDCs)—part of the company’s Strategic Partners group—are aligning with advisors who have a ...
