Tag: ascensus

The tax-advantaged savings provider continues retirement division restructurings.

The retirement and tax-advantaged services provider follows recent restructuring with new retirement sales leads.

Ascensus names Torgerson to lead; New York Life hires Nixon as head of group benefit solutions claim operations; Pettman joins...

Vanguard to shed its individual 401(k), Multi-SEP, and SIMPLE IRA Plans.

Retirement services provider will add $3.9B in assets after providing outsourced recordkeeping to retirement division for years.

SECURE 2.0, state mandates, PEPs and engaged financial advisers can all help boost qualified plan offerings, according to providers.

529 accounts not used for education can now be put into Roth IRAs, further strengthening the offering as an employee...

Alerus names retirement services officer; FINRA appoints new board members; and T. Rowe board chair Stromberg steps down.

The recordkeeper with a large presence in small businesses and PEPs moves into four business segments.

Ascensus will administer the PEP with American Funds TDFs, leveraging both firms’ distribution networks with advisers and plan sponsors.

Ascensus and FuturePlan add regional and sector sales heads; InVesti snags sales head from IPX Retirement; EBRI taps Segal executive...

Account holder plans may be nearing reactivation, but are still on hold through at least November 27, according to a...

Ascensus and its Newport-owned nonqualified retirement systems have not been able to update participant accounts since November 2.

Payments on the platform are predicted to skyrocket in the coming year, in part due to the ability to pay...

The wealth solutions sales head made the comments at a LeafHouse conference as the firm announced it was nearing $90B...

Ascensus announces launch of American Funds PEP solution; Allspring Global Investments introduces custom SMA portal; Capital Group unveils adviser benchmark...

The firm cites almost 650 employers in their pooled employer plans; meanwhile, Ameritas is launching a 403(b)-specific offering.

The agreement marks the company’s seventh state-facilitated retirement partner.

The head of Ascensus discusses the importance of partnering with advisers to foster innovation in the retirement plan space.

Ascensus expands NQDC sales team; The Standard promotes Angie Cuthill within individual annuities; Optima names Paul Fletcher head of its...