Press Release

Ascensus Names Josh Rundle to Newly Created Head of Investment & Wealth Solutions Role

Issued by Ascensus

Sept. 17, 2025

Dresher, PA—Ascensus announced today that Josh Rundle will join the company as Head of Investment & Wealth Solutions, a newly created role, later this month. Rundle will report to Ascensus Chair and CEO David Musto.

“As an independent, technology-enabled savings platform, Ascensus sees the benefits of connectivity across the workplace and savings ecosystems in support of our noble purpose ‘to help more savers save more,’ and enhance how we engage with our asset and wealth management partners to benefit our clients,” said Musto. “Josh’s leadership will add momentum to our current efforts and further strengthen the value we bring to savers, employers, and savings program sponsors, maintaining our long-standing alignment with our institutional partners, clients, and their advisors. We are uniquely positioned to support our partners in the democratization of the best investment and wealth solutions across virtually every form of tax-advantaged savings and to nearly 16 million savers, both in and out of plan.”

Rundle brings 17 years of experience at Transamerica spanning retirement, wealth management, and insurance solutions. He most recently served in roles including Head of Retirement Solutions, President of Transamerica Retirement Advisors, and Head of Product – Workplace Solutions, where he successfully curated investment partner programs, built new investment partnerships for co-manufactured products, and established financial advice and workplace-to-wealth strategies.

He has a Bachelor of Arts in Mathematics and Risk Management from Illinois Wesleyan University. Rundle is a Fellow of the Society of Actuaries, a Chartered Financial Analyst and Chartered Enterprise Risk Analyst, and served as a Board Member of the American Benefits Council.

 About Ascensus

Ascensus is a market-leading enabler of tax-advantaged savings—providing technology, services, and expertise that help nearly 16 million people save for a better today and tomorrow.

The company is a premier savings program service provider, third-party administrator, and government savings facilitator. Its platforms, industry knowledge, and data-based insights enhance the growth and success of its partners, their clients, and savers through co-branded, private-labeled, and governmental partnerships.

Ascensus offers comprehensive qualified and nonqualified retirement plan solutions, third-party retirement plan administration, 529 education and ABLE savings program administration, corporate- and bank-owned life insurance solutions, and fiduciary and total rewards services.

The company’s brands include Ascensus; Newport, an Ascensus company; and FuturePlan by Ascensus. Ascensus has more than $892 billion in assets under administration and employs more than 5,000 associates as of June 30, 2025.

For more information, visit ascensus.com and ascensus.com/newport.

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