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Ascensus
Press Releases

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Date Headline
Nov. 21, 2019 Ascensus Appoints Dan Basile as Head of Product for the Firm's Retirement Line of Business
Nov. 19, 2019 Ascensus Celebrates 5th Anniversary of the ABLE Act as ABLE Savings Surpass $100 Million
Oct. 24, 2019 Ascensus Enhances Retirement and Employee Benefits Administration Capabilities with Agreement to Acquire Goldleaf Partners
Sept. 19, 2019 Ascensus Appoints New Regional Vice President
Sept. 18, 2019 NAPA Names Two Ascensus Regional Vice Presidents to 2019 Top 100 Defined Contribution Wholesalers List
Sept. 11, 2019 Ascensus Selected as Recordkeeper for TIAA's 529 Programs
Aug. 27, 2019 Ascensus Associate Named a Microsoft Most Valuable Professional
Aug. 21, 2019 FuturePlan by Ascensus Appoints Greg Taylor as Divisional Vice President for the Southern California Region
Aug. 20, 2019 Ascensus Selects NextCapital to Develop More Personalized Investment Options to Better Address Client Needs and Improve Retirement Outcomes
Aug. 9, 2019 Ascensus Announces Acquisition of Contractor Retirement and Benefit Solutions Provider Beneco
July 11, 2019 Ascensus Appoints New Regional Vice President
July 8, 2019 Ascensus President David Musto to Assume Chief Executive Officer Responsibilities in 2020, Bob Guillocheau to Remain Chairman
June 26, 2019 Ascensus Continues Expansion in Benefits Administration Space with Agreement to Acquire HR Simplified
June 3, 2019 Ascensus Acquires United Retirement Plan Consultants
May 21, 2019 Ascensus Expands Arizona Footprint with Agreement to Acquire Pension Strategies, Inc.
May 1, 2019 FuturePlan by Ascensus Appoints Theresa Ayers as Vice President of Business Development
Apr. 24, 2019 Ascensus to Serve as Founding Educational Sponsor for Certified Plan Sponsor Professional (CPSP) Credential
Apr. 15, 2019 Ascensus Wins Retirement Leader of the Year
Apr. 9, 2019 Ascensus TPA Solutions, the Nation's Largest TPA, Becomes FuturePlan by Ascensus
Mar. 27, 2019 Ascensus Announces Agreement to Acquire Oregon-Based Wrangle
Mar. 12, 2019 Ascensus Appoints New Regional Vice President
Feb. 19, 2019 Ascensus and Owners Genstar Capital and Aquiline Capital Partners Welcome New Investors, Led by Atlas Merchant Capital LLC, to Ownership Group
Feb. 12, 2019 Ascensus Enhances Elite Advisor Program
Jan. 28, 2019 Ascensus Appoints New Regional Vice President
Jan. 24, 2019 Ascensus Receives Top Honors for Exceptional Support from Retirement Plan Clients and Advisors
Jan. 23, 2019 Ascensus IT Leaders Tami Evanson, Ravi Vedala Receive 2019 Ones to Watch Awards from IDG
Jan. 16, 2019 Chard Snyder Appoints Ron Wetzel as Vice President of Operations
Jan. 15, 2019 Ascensus Transitions More Than 15,000 State Farm SEP and SIMPLE IRA Plans to Its Platform
Jan. 9, 2019 Ascensus TPA Solutions Expands Sales Organization to Offer Enhanced Regional Support and Enable Continued Growth
Dec. 19, 2018 Ascensus Expands Pacific Northwest Footprint with Agreement to Acquire Moran Knobel
Dec. 3, 2018 Ascensus Appoints Chad Brown as Division Vice President, Western Region; Mindy O'Connor as Head of Business Development
Nov. 29, 2018 Ascensus Data Provides First Look into Savings Behaviors within the ABLE Market
Oct. 31, 2018 Ascensus Continues to Build Upon Qualified Retirement Plan Consulting and Administration Expertise with Agreement to Acquire Pension Works
Oct. 17, 2018 Ascensus Acquires ESOP Economics
Sept. 27, 2018 Cash Balance Coach® Certification Program Celebrates 10 Years of Success
Sept. 14, 2018 Ascensus Appoints New Regional Vice President
Sept. 10, 2018 Ascensus Appoints Barb Yearout as President of Chard Snyder
Aug. 21, 2018 Ascensus Enters into Agreement to Acquire PenSys
Aug. 16, 2018 CalSavers Board Selects Ascensus to Administer New Retirement Program New Program to Serve 7.5 million California Employees Who Lack a Workplace Retirement Plan
Aug. 6, 2018 Ascensus Joins the Symitar Vendor Integration Program (VIP)
Aug. 2, 2018 Ascensus Appoints Scott Lind as Head of Digital Experience
Aug. 1, 2018 Ascensus Announces Agreement to Acquire 401k Plus
July 30, 2018 Ascensus Adds to Retirement Expertise with Agreement to Acquire Continental Benefits Group, Inc.
July 26, 2018 Ascensus Ranked a Top 5 Retirement Plan Provider
July 3, 2018 Ascensus Agrees to Acquire INTAC Actuarial Services, Inc.
June 27, 2018 Ascensus Expands California Presence with Agreement to Acquire QBI, LLC
June 19, 2018 Ascensus Announces Acquisitions of Swerdlin & Company and SES Advisors
June 14, 2018 Ascensus Appoints Robert Kaplan as Chief Compliance Officer
June 13, 2018 Ascensus Appoints Two New Regional Vice Presidents
May 31, 2018 Provident Trust Group Listed as Wealth Advisor 2018 Best IRA Custodian
May 29, 2018 Ascensus Appoints Lisa Massena as Vice President of Business Development
May 29, 2018 Chard Snyder and City of Mason Celebrate Official Opening of New Corporate Headquarters
Apr. 26, 2018 Ascensus Appoints Jerry Bramlett as Head of TPA Solutions
Apr. 26, 2018 Ascensus Continues to Expand Retirement and Consumer-Directed Healthcare Capabilities with Agreement to Acquire Benefit Planning Consultants, Inc.
Apr. 23, 2018 Bob Entringer and James Lucania Join Board of Directors for Ascensus Trust
Apr. 19, 2018 IMM, Ascensus Unveil Enhanced Version of IRAdirect eSign at Fiserv Forum
Mar. 29, 2018 Ascensus Continues to Add to Defined Contribution and Defined Benefit Expertise with Agreement to Acquire ASPERIA Retirement Plan Solutions
Mar. 27, 2018 Ascensus Adds to Defined Contribution and Cash Balance Capabilities with Agreement to Acquire Avintus
Mar. 20, 2018 Ascensus Expands into Consumer Directed Healthcare and Employee Benefit Administration Markets with Agreement to Acquire Chard Snyder
Mar. 19, 2018 Jason Crane Joins Ascensus’ Retirement Unit as Head of Retirement Sales
Mar. 14, 2018 Ascensus Wins 2018 Business Intelligence Public Relations and Marketing Excellence Award
Feb. 8, 2018 Ascensus Appoints Kathleen Roche, Derek Vito as Vice Presidents of Channel Management
Feb. 6, 2018 Ascensus Appoints Kevin Cox as Head of College Savings Unit; Carl Negin Joins Company as Chief Marketing Officer
Jan. 30, 2018 David Musto Appointed Chair of the Defined Contribution Institutional Investment Association
Jan. 25, 2018 Ascensus Continues to Add to Defined Contribution and Defined Benefit Expertise with Agreement to Acquire Qualified Plans LLC
Jan. 23, 2018 Ascensus Announces Agreement to Acquire Polycomp Trust Company and Completion of Provident Trust Group Acquisition
Jan. 3, 2018 Ascensus Bolsters Defined Benefit Plan Expertise with Acquisition of Dedicated Defined Benefit Services
Nov. 20, 2017 Ascensus Addresses Third-Party Administrators’ Need for More Efficient Way to Run Their Businesses
Nov. 2, 2017 Sandi Piatz Joins Board of Directors for Ascensus Trust
Oct. 31, 2017 Ascensus Acquires Georgia Based Retirement Strategies
Oct. 24, 2017 Ascensus Announces Agreement to Acquire Polycomp Administrative Services, Inc.
Oct. 19, 2017 Ascensus Announces Agreement to Acquire Provident Trust Group
Oct. 3, 2017 Ascensus Appoints New Vice President to Support Continued Growth
Sept. 13, 2017 Ascensus Appoints New Regional Vice President
Sept. 7, 2017 Three Ascensus Regional Vice Presidents Named NAPA Wingmen
Aug. 23, 2017 Ascensus Hosts Ribbon Cutting Ceremony at New Tucson Location
Aug. 21, 2017 Ascensus Named to the Inc. 5000 List of Fastest-Growing Private Companies in U.S.
Aug. 10, 2017 Ascensus Appoints Senior Vice President of Software Engineering
Aug. 4, 2017 David L. Musto Named President of Ascensus
Aug. 1, 2017 Ascensus Selected to Manage the Secure Choice Retirement Savings Program
July 27, 2017 Ascensus Announces Acquisition of Benefits of Missouri, Inc.
June 28, 2017 Ascensus Announces Acquisition of Retirement Plan Administrative Service, Ltd.
June 7, 2017 Ascensus Announces Acquisition of Kravitz, Inc.
May 17, 2017 Ascensus Enhances Digital Experiences for Retirement Plan Clients and Their Employees
Mar. 16, 2017 Ascensus Helps Advisors Move from Legacy Commission-Based Solutions to Fee-for-Service Models
Mar. 8, 2017 Morgan Stanley Wealth Management and Ascensus Collaborate to Create ClearFit, A New, Turnkey Retirement Program Specially-Designed for the Small 401(k) Plan Marketplace
Feb. 28, 2017 Ascensus Rolls Out IRAdirect eSign, Powered by IMM
Feb. 22, 2017 Ascensus Receives 2016 Adviser Choice Award from PLANADVISER
Jan. 23, 2017 Ascensus Reaffirms Commitment to Third-Party Administrators
Jan. 11, 2017 Ascensus Launches New Technological Advancements for 2017 to Support Expanding Business
Jan. 6, 2017 Ascensus Appoints Christian Fulmino as Vice President of Corporate Development and M&A
Jan. 4, 2017 Ascensus Appoints Two New Regional Vice Presidents
Dec. 20, 2016 Ascensus Announces Plans for New Tech Park Office Location in Tucson, Arizona
Dec. 16, 2016 Ascensus Announces Acquisition of Matthews Benefit Group, Inc.
Dec. 9, 2016 Retirement Savings Board Selects Ascensus to Administer the Nation’s First State-Based Plan, which will Help Hundreds of Thousands of Oregon Workers
Dec. 2, 2016 Ascensus Announces Acquisition of National Retirement Services, Inc.
Nov. 28, 2016 Ascensus Launches Enhanced Full-Service SEP and SIMPLE IRA Program
Nov. 18, 2016 Ascensus Announces Acquisition of Retirement Educators, Inc.
Nov. 3, 2016 Ascensus Receives 12 American Graphic Design Awards
Nov. 2, 2016 Ascensus Offers New HSA Certification Program
Oct. 4, 2016 NAPA Honors Ascensus Regional Vice President as Defined Contribution Industry Leader
Sept. 23, 2016 Ascensus Introduces Enhancements to Managed Accounts Service for Employees
Sept. 7, 2016 Ascensus Introduces Enhancements to Managed Accounts Service for Employees
Aug. 31, 2016 Ascensus Appoints New Regional Vice President
Aug. 19, 2016 Ascensus Appoints James Lucania as New Chief Financial Officer
July 8, 2016 Ascensus Appoints Two New Regional Vice Presidents
June 30, 2016 Ascensus Receives Two Silver Awards in Summit International Awards Program
June 27, 2016 Ascensus to Increase Its Retirement Plan Sales Team by More Than 40%
June 24, 2016 Ascensus Appoints New Regional Vice President
June 20, 2016 Ascensus and Devenir Partner to Offer Health Savings Account (HSA) Investments
June 16, 2016 Ascensus' Investment Fiduciary Program Surpasses $1 Billion in Assets
June 10, 2016 Ascensus Announces New LPL 3(38) Offering
May 4, 2016 Ascensus Appoints Retirement Chief Operating Officer
Mar. 29, 2016 Ascensus Appoints New Regional Vice President
Mar. 23, 2016 Ascensus Celebrates 5th Consecutive Year as Philly.com Top Workplace
Mar. 21, 2016 Ascensus Sponsors Employee Resource Group Program
Mar. 1, 2016 Ascensus Appoints Two Senior Vice Presidents
Feb. 2, 2016 Ascensus Simplifies and Streamlines Fund Management for Financial Professionals
Dec. 4, 2015 Genstar Capital and Aquiline Capital Partners Complete Acquisition of Ascensus
Dec. 1, 2015 Ascensus Celebrates Grand Opening of Cranbury, New Jersey, Office Location
Oct. 9, 2015 Ascensus' Information Technology Team Sponsors Philadelphia Code Camp 2015
Sept. 29, 2015 Genstar Capital and Aquiline Capital Partners To Acquire Ascensus from J.C. Flowers
Aug. 12, 2015 Ascensus Named to the Inc. 5000 List of Fastest-Growing Private Companies in U.S.
Aug. 7, 2015 Ascensus Appoints New Regional Vice President
July 24, 2015 Ascensus Appoints Senior Vice President of Service Delivery
June 15, 2015 Ascensus Named a Top Workplace in Minnesota
May 27, 2015 Ascensus Appoints New Regional Vice President
Mar. 25, 2015 Ascensus Named a Philly.com Top Workplace for the Fourth Year in a Row
Dec. 10, 2014 Ascensus Announces New Institutional Partner In 1st Global
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