| Date |
Headline |
| July 13, 2023 |
Ascensus Announces Nick Good to Join as President |
| Nov. 14, 2022 |
Ascensus Announces Two New Regional Vice Presidents on Their Retirement Sales Team |
| July 28, 2022 |
Ascensus Launches “Get There” Integrated Marketing Campaign |
| July 14, 2022 |
Ascensus Announces FuturePlan Leadership Change |
| June 19, 2022 |
Ascensus Wins Retirement Leader of the Year |
| May 2, 2022 |
Ascensus Launches New Brand Visual Identity |
| Apr. 28, 2022 |
Ascensus Appoints Three New Regional Vice Presidents |
| Apr. 19, 2022 |
Ascensus Announces Key Hires in Government Savings Business |
| Apr. 8, 2022 |
Ascensus Closes Newport Merger Agreement |
| Mar. 9, 2022 |
Michael Farber Joins Ascensus as Regional Vice President |
| Feb. 23, 2022 |
Brian Giles Joins Ascensus' Retirement Product and Solutions Group as Director of Sales |
| Jan. 27, 2022 |
Franklin Templeton Selects Ascensus to Host Personal Retirement Path Managed Account Services Offering |
| Nov. 3, 2021 |
Ascensus and Newport Group to Combine and Create a Leading Provider in Tax-Advantaged Savings |
| Nov. 2, 2021 |
Goldman Sachs Asset Management and Ascensus Offer a Retirement Plan Solution for Small and Mid-Sized Businesses |
| Oct. 5, 2021 |
Ascensus Plans to Add Nearly 400 New Associates Through 2022 |
| Sept. 14, 2021 |
Ascensus Unveils Retirement Website and Mobile Enhancements That Offer Simple, Seamless, and Supportive User Experiences |
| July 29, 2021 |
OneDigital and Ascensus Create OneDigital Complete Retirement Solution |
| June 30, 2021 |
Ascensus Expands Employee Benefits Administration and Compliance Capabilities with Agreement to Acquire UnifyHR |
| June 24, 2021 |
FuturePlan by Ascensus Appoints Aaron McIsaac as Divisional Vice President for Southern California |
| June 23, 2021 |
FuturePlan by Ascensus Expands Sales Team |
| May 25, 2021 |
Ascensus Appoints New Regional Vice President |
| May 5, 2021 |
FuturePlan by Ascensus Appoints Mark Wiggins as Divisional Vice President for the Southeast and Southwest Regions |
| Apr. 26, 2021 |
Ascensus to Be Acquired by Stone Point Capital and GIC from Private-Equity Consortium |
| Apr. 12, 2021 |
Teresa Hassara Named President of FuturePlan by Ascensus |
| Mar. 18, 2021 |
Ascensus Acquires Health & Welfare Form 5500 Preparation and Plan Document Services Business from ABV Advisors |
| Mar. 5, 2021 |
Ascensus Announces Completion of Truist Retirement Recordkeeping Acquisition |
| Feb. 2, 2021 |
Ascensus Launches READYSAVE™ 529 Mobile App |
| Feb. 1, 2021 |
Ascensus Receives Top Honors from Retirement Plan Sponsors for Providing Best in Class Support |
| Jan. 12, 2021 |
FuturePlan by Ascensus Appoints Kasey Price as Head of Sales |
| Jan. 6, 2021 |
Ascensus Announces Agreement to Acquire Recordkeeping Retirement Business from Truist |
| Nov. 22, 2020 |
Ascensus Appoints Two New Regional Vice Presidents |
| Oct. 19, 2020 |
Mutual of Omaha Renews Relationship with Ascensus for Retirement Recordkeeping Services |
| Oct. 15, 2020 |
Chard Snyder to Observe National HSA Awareness Day on October 15 |
| Oct. 1, 2020 |
Ascensus Announces New Digital Retirement Plan Sales Proposal System |
| Sept. 24, 2020 |
NAPA Names Two Ascensus Regional Vice Presidents to 2020 100 Top Defined Contribution (DC) Wholesalers List |
| Sept. 1, 2020 |
Ascensus Announces Expansion of Personalized Advice and Managed Account Services |
| Aug. 5, 2020 |
Ascensus Launches READYSAVE™ Retirement Mobile App |
| July 23, 2020 |
Ascensus Names Naureen Hassan to Its Board of Directors |
| July 9, 2020 |
Ascensus 529 Assets Under Administration Surpass $150 Billion |
| May 14, 2020 |
Ascensus Announces Upcoming Release of READYSAVE Retirement Mobile App |
| May 13, 2020 |
Ascensus Expands IRA Support Offerings for Community Credit Unions by Integrating Corelation's KeyStone Core Solution with IRAdirect Express |
| Apr. 30, 2020 |
Ascensus Supports Institutional Partners, Advisors, and Their Clients with Challenges Related to COVID-19 Pandemic |
| Apr. 23, 2020 |
Ascensus Appoints Kevin Cox as Head of Retirement and Peg Creonte as Head of Government Savings |
| Apr. 8, 2020 |
Ascensus Appoints Lori Zeman as Division Vice President, Western Region |
| Mar. 4, 2020 |
Ascensus Appoints Two New Regional Vice Presidents |
| Feb. 6, 2020 |
Ascensus Appoints Jennifer Hinrichsen New Regional Vice President |
| Jan. 27, 2020 |
Ascensus Receives Top Honors for Exceptional Support from Retirement Plan Sponsors and
Advisors |
| 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 |
