Displaying 21 results
Ascensus buying Vanguard small-business retirement offerings
The company is acquiring the Individual 401(k), Multi-SEP, and SIMPLE IRA plan businesses from Vanguard.
Ascensus hits $1B mark in state auto-IRAs
The number of programs across the country has been rising, expanding retirement account coverage to many workers.
Watch your step, advisors! It’s your job to ‘mind’ the retirement gap
'Regularly reviewing your finances with a financial professional can help increase the chances of meeting retirement goals,' an advisor says.
Ascensus seals deal for beefy $3.9B 401(k) business
The third-party administrator will take over 2,300 plans from its long-time partner, Mutual of Omaha.
A pooled employer plan with personalized TDFs is landing soon
American Funds, which has been the top seller of target-date mutual funds for two years, says it has something new for the PEPs space.
Retirement provider Ascensus taps Good as new president
Nick Good takes over the role from Ascensus CEO and Chair David Musto, who will now devote more of his time to overall leadership of the organization.
Betterment adds 529 plans to workplace benefits offering
The new partnership with Ascensus is the robo-advisor's second foray into college savings plans.
FuturePlan by Ascensus and Voya roll out new retirement offering
FuturePlan EAP is intended to enhance plan onboarding and administration, while offering plans with less than 10 participants the ability to deal with fewer decision points.
Thank you, SECURE 2.0, for 529-to-Roth IRA rollovers
While the legislation provides an attractive option for families who end up not needing the money in a 529 plan, it's not clear how many will be eligible to use it.
Retirement plan reviews: Ignore the noise and carry the tune
As plan sponsors and plan advisors do their annual reviews of company retirement plans, they’ll spend a significant chunk of their time and energy coming to terms with 2022 before seriously looking ahead to the opportunity that is 2023.
RBC to offer small-business pooled retirement plan
Transamerica will serve as the plan's record keeper and Ascensus' FuturePlan will be the third-party administrator.
Is the shortfall in retirement savings in America being greatly exaggerated?
InvestmentNews talks with David Musto, CEO of Ascensus, about whether Americans are being overly negative in their assessment of their retirement savings.
Franklin Templeton picks Ascensus for its managed account offering
Fund firm will use tools to increase personalization of its retirement accounts.
What Creative Planning’s deal for Lockton’s retirement unit means for RPAs
The transaction marks the first time a top-five RIA has acquired a top-five retirement plan adviser firm, which could send Creative Planning's rivals scrambling to find larger RPAs.
What Ascensus purchase of Newport Group means for advisers
Last week’s announced purchase of Newport Group by Ascensus comes on the heels of Empower’s purchases of MassMutual’s and Prudential’s record-keeping divisions.
Goldman Sachs, Ascensus create small-business retirement plan
The Goldman Sachs Workplace Retirement Solution uses the Ascensus platform to provide an integrated 401(k) or 403(b) plan that includes digital advice and digital financial wellness support.
Ascensus to hire almost 400 employees
The hiring will occur by the end of 2022 and will involve all four of the company's lines of business.
OneDigital and Ascensus offering managed-account, financial wellness package
The insurance broker and the record keeper team up to create a product for small retirement plans.
Stone Point, GIC near $3B deal for Ascensus
The investment firms are buying the company from backers including Genstar Capital, Aquiline Capital and Atlas Merchant Capital.
Ascensus TPA president leaves company
Jerry Bramlett helped build FuturePlan into the country’s largest third-party administrator, according to the firm
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