Deals and People

Retirement Industry People Moves

Ascensus Acquires Retirement Educators; Vestwell Partners with Kovack Advisors; LGIMA Expands U.S. Active Fixed Income team; and more.

By Javier Simon | November 18, 2016
Page 1 of 8
Ascensus Acquires Retirement Educators

Ascensus, an independent retirement and college-savings services provider, has acquired Retirement Educators to offer enhanced support to its plan sponsor partners and the financial institutions it serves.

“We’re pleased to announce the acquisition of Retirement Educators, Inc., and are excited to welcome their team members to our family and expand our retirement plan education and enrollment support services,” says Shannon Kelly, Ascensus’ president of retirement. “Retirement Educators shares our commitment to helping more Americans save for a comfortable retirement, and we look forward to their contribution to our future growth.”

Ascensus has specialized in providing its clients with training, education and enrollment-support services in the retirement plan and health care markets for more than 40 years. Operating throughout the country for more than 20 years, Retirement Educators has serviced large plan providers as well as broker-dealers, asset management firms, and third-party administrators. The company also offers bilingual support and provides translation services for presentation and educational materials.

“Our presenters are results-oriented and specialize in understanding the unique needs of our clients and the employers and participants they support,” says Rob Kelley, president of Retirement Educators. “We’re pleased to combine our firm’s talent and experience with Ascensus’ resources and retirement industry expertise to offer best-in-class retirement plan education services.”

NEXT: Vestwell Partners with Kovack Advisors