News Releases

Ascensus Acquires United Retirement Plan Consultants

Firm Expands FuturePlan Division to Deliver Unmatched Levels of Service, Innovation, and Expertise to a Broader National Client Base

Dresher, PA—Ascensus—whose technology and expertise helps millions of people save for retirement, education, and healthcare—has acquired United Retirement Plan Consultants (URPC). The third-party administration (TPA) firm will immediately become part of FuturePlan by Ascensus.

Based in Dublin, Ohio, URPC is a leader in retirement plan design, consulting, and administration services. The firm delivers tax‐efficient retirement plans—including 401(k), traditional defined benefit, cash balance, and employee stock ownership plans—and serves thousands of clients from sales and service centers in office locations throughout the country.

“Like FuturePlan, URPC is structured as a national network of local experts,” states Jerry Bramlett, head of FuturePlan. “Our leadership group is looking forward to working with the 200+ URPC associates to continue to provide their clients with great support while building an enhanced service experience.”

“With the addition of URPC, FuturePlan now has more than 48,000 plans under administration,” continues Bramlett. “We see an opportunity to use their scale to further the expansion of our national TPA service model. Along with our continued investment in technology, infrastructure, sales, plan services, and solutions delivery capabilities, this will further strengthen our geographic focus and help to deepen our platform, channel partner, and financial advisor relationships.”

“Our proven, successful, and thoughtful approach to integration will allow us to bring URPC into FuturePlan to continue to deliver a best-in-class service experience. We’d like to thank outgoing CEO Lee Bachu for her contributions to the business and wish her continued success,” concludes Bramlett.

“URPC brings meaningful size to FuturePlan with a comprehensive array of product offerings that are well aligned to expand our growth strategy,” states Raghav Nandagopal, Ascensus’ executive vice president of corporate development and M&A. “In addition, this acquisition will be additive to our ongoing geographic expansion, especially in terms of providing access to areas where we are seeking to establish a greater presence.”

“We look forward to leveraging URPC’s national presence and service delivery model,” continues Nandagopal. “And we are delighted for URPC’s associates to become part of the FuturePlan team.”

About FuturePlan by Ascensus
FuturePlan by Ascensus is the nation’s largest retirement TPA, combining high-touch local service with the strength and security of an industry leader. A business division of Ascensus, FuturePlan’s dedicated team serves more than 48,000 retirement plan sponsors in over 40 locations across the country. For more information, visit futureplan.com.

About Ascensus
Ascensus is the largest independent recordkeeping services provider, third-party administrator, and government savings facilitator in the United States. The firm delivers technology and expertise to help millions of people save for what matters most—retirement, education, and healthcare. For more information about Ascensus, visit ascensus.com. View career opportunities at careers.ascensus.com.


Ascensus Expands Arizona Footprint with Agreement to Acquire Pension Strategies, Inc.

Addition of Retirement TPA Offers Clients Access to More Expertise and Extends Reach of FuturePlan by Ascensus

Dresher, PA  Ascensus—whose technology and expertise helps millions of people save for retirement, education, and healthcare—is pleased to announce that it has entered into an agreement to acquire Pension Strategies, Inc. The third-party administration (TPA) firm will immediately become part of FuturePlan by Ascensus.

Based in Phoenix, Arizona, Pension Strategies provides customized qualified retirement plan consulting, design, and administration for small- to medium-sized businesses. The firm’s high-caliber team works closely with clients and advisors to develop creative solutions and meet evolving goals via progressive thinking, exceptional service, and professional teamwork.

“Among other things, Pension Strategies is known throughout the industry for its in-depth knowledge base, commitment to service, and responsive solutions,” says Jerry Bramlett, head of FuturePlan by Ascensus. “I’m pleased to welcome their associates and the experience, expertise, and leadership they bring to FuturePlan by Ascensus.”

“At Pension Strategies, we take the time to listen to clients’ personal and business objectives in order to provide solutions that can meet their needs,” says S. Jill Hastings, Pension Strategies’ chief executive officer. “We look forward to continuing to offer clients the highest level of professional, personal service as part of FuturePlan by Ascensus.”

Arizona is a very important market for us; acquiring Pension Strategies enables our continued expansion that was started with the opening of Ascensus’ Tucson office in 2017,” states Raghav Nandagopal, Ascensus’ executive vice president of corporate development and M&A. “Specifically, the Phoenix area is primed for tremendous growth in terms of retirement services—we are delighted to have Pension Strategies, a well-run business with a strong management team, to be a critical part of Ascensus’ geographic expansion into this location.”

 

About FuturePlan by Ascensus
FuturePlan by Ascensus is the nation’s largest retirement TPA, combining high-touch local service with the strength and security of an industry leader. A business division of Ascensus, FuturePlan by Ascensus’ dedicated team serves more than 38,000 retirement plan sponsors in over 40 locations across the country. For more information, visit futureplan.com.

 

About Ascensus
Ascensus is the largest independent recordkeeping services provider, third-party administrator, and government savings facilitator in the United States. The firm delivers technology and expertise to help millions of people save for what matters most—retirement, education, and healthcare. For more information about Ascensus, visit ascensus.com. View career opportunities at careers.ascensus.com.


Chard Snyder Recognized by WEX Health for Outstanding Achievement at Annual WEX Health SPARK Conference

Earns Partner Excellence Award for Progressive Healthcare Solutions 

MASON, OH — Chard Snyder, a third-party administrator of employee benefit solutions and wholly owned subsidiary of Ascensus, has been honored by WEX Health with a 2018 Partner Excellence Award for outstanding business achievements. The employee benefit solutions provider received the Solution Visionary Award at the annual WEX Health SPARK Conference held recently in Miami Beach, Florida.

Chard Snyder was selected for the award because of its significant accomplishments in defining the future of healthcare consumerism, creating progressive solutions to improve healthcare experiences for employers and their employees.

“Chard Snyder rivals the best of the best,” said Jeff Young, President of WEX Health. “They offer benefit services and plans that help employers provide opportunities for their team members – opportunities that empower employees to spend, save, and manage the money they work so hard for in more productive and valuable ways.”

“We are honored to receive recognition from WEX Health again this year,” said Chard Snyder President Barb Yearout. “The Chard Snyder team works hard every day to provide personal and flexible benefit solutions to make life easier for our clients and plan participants.”

“Our collaboration with best-in-class partners like WEX enables us to offer forward-thinking, easy-to-use solutions supported by smart technology and a dedicated personal team,” concluded Yearout.

The Excellence Awards, established in 2008, are presented yearly and recognize WEX Health Partners that have achieved extraordinary notable accomplishments. Chard Snyder has been a WEX Health partner since 2005.

About Chard Snyder

As a national third-party administrator of employee benefit solutions, Chard Snyder serves nearly 1,500 employers in 40 states across the U.S. Chard Snyder administers savings and spending accounts (FSA, HSA, HRA, commuter benefits), benefit continuation services (COBRA; retiree, direct and other billing) and FMLA leave, and provides plan document services. Founded in 1988 by Ken Chard and Joy Snyder, the company employs 180 team members today. Chard Snyder is a wholly owned subsidiary of Ascensus and the anchor of its Health division. Visit chard-snyder.com or call 833.212.1988 to learn more.

About Ascensus

Ascensus is the largest independent recordkeeping services provider, third-party administrator, and government savings facilitator in the United States. The firm delivers technology and expertise to help millions of people save for what matters most—retirement, education, and healthcare. For more information about Ascensus, visit ascensus.com. View career opportunities at careers.ascensus.com.

 

 

 


Ascensus’ Technology Team Named to IDG’s CIO 100 List for 2019

Firm Recognized for Enterprise Excellence in IT and First-Mover Status in the State-Sponsored Retirement Program Space

Dresher, PA—Ascensus—whose technology and expertise help millions of people save for retirement, education, and healthcare—is pleased to announce that the firm is a recipient of a 2019 CIO 100 award. The 32nd annual CIO 100 award program, which is sponsored by IDG, the publisher of CIO Magazine, Computerworld, and Infoworld, recognizes organizations around the world that exemplify the highest level of operational and strategic excellence in information technology (IT).

“Across the business landscape, companies everywhere recognize the vital role that an innovative, value-driven approach to information technology plays in their success,” said Maryfran Johnson, IDG’s executive director of CIO Programs. “This year’s CIO 100 winning companies are inspiring examples of how IT leadership, business collaboration, and digital transformation will drive future growth.”

Ascensus’ CIO 100 award recognizes the firm’s successful creation of a new, purpose-built technology platform for state-sponsored retirement programs. The platform offers an intuitive, simple experience designed to help first-time savers make informed decisions about their savings strategy and utilizes a proprietary recordkeeping system. Today, Ascensus is at the forefront of this technology and serves as the market leader in the management of state-sponsored retirement programs. Programs that have been established to date have the potential to support up to 10 million American employees who lack access to an alternate employer-sponsored retirement plan.

“This technology build required an unprecedented level of collaboration between our IT, regulatory, and marketing teams across our retirement and government savings divisions,” states Kevin Cox, head of Ascensus’ government savings division. “Thanks to these teams’ exceptional expertise and innovative spirit, we’ve pioneered a new technology that was tailored to the needs of our state clients and will ultimately enable millions to save toward their retirement goals.”

Ascensus also received recent recognition for its integration program for acquired businesses and development expertise in the 2019 Ones to Watch Awards, also sponsored by IDG.

“Our technology teams strive to model best practices from leading innovators both within and outside our industry,” states John Schroeder, Ascensus’ chief information officer. “Now, to be named among this group of the top 100 IT organizations worldwide is a testament to the incredible work that our talented IT professionals do each and every day to help individuals save for the future.”

Ascensus will be recognized at The CIO 100 Symposium & Awards Ceremony, to be held Wednesday August 21, at the Broadmoor Resort in Colorado Springs, Colorado.

About Ascensus
Ascensus is the largest independent recordkeeping services provider, third-party administrator, and government savings facilitator in the United States. The firm delivers technology and expertise to help millions of people save for what matters most—retirement, education, and healthcare. For more information about Ascensus, visit ascensus.com. View career opportunities at careers.ascensus.com.

About the CIO 100 Awards

The annual CIO 100 Awards celebrate 100 organizations and the teams within them that are using IT in innovative ways to deliver business value, whether by creating competitive advantage, optimizing business processes, enabling growth or improving relationships with customers. The award is an acknowledged mark of enterprise excellence. Recipients are selected through a three-step process. First, companies fill out an online application form detailing an innovative IT and business initiative. Next, a team of external judges (many of them former CIOs) reviews the applications in depth, looking for leading-edge IT practices and measurable results. Finally, CIO editors review the judges’ recommendations and select the final 100. Coverage of the 2019 CIO 100 Awards will be available online at CIO.com in August 2019 and in the summer issue of CIO’s digital magazine.

About CIO

CIO focuses on attracting the highest concentration of enterprise CIOs and business technology executives with unparalleled peer insight and expertise on business strategy, innovation, and leadership. As organizations grow with digital transformation, CIO provides its readers with key insights on career development, including certifications, hiring practices and skills development. The award-winning CIO portfolio — CIO.com, CIO Events, CIO Strategic Marketing Services, CIO Forum on LinkedIn, CIO Executive Council and CIO primary research — provides business technology leaders with analysis and insight on information technology trends and a keen understanding of IT’s role in achieving business goals. CIO is published by IDG Communications, Inc. Company information is available at www.idg.com


FuturePlan by Ascensus Appoints Theresa Ayers as Vice President of Business Development

Current and Prospective Institutional Clients Will Benefit from Seasoned Industry Veteran’s Expertise

Dresher, PAFuturePlan by Ascensus—the nation’s largest retirement TPA—is pleased to announce that Theresa Ayers has been appointed as vice president of business development.

In this role, Ayers will partner with Kasey Price, head of institutional sales for FuturePlan, to support strategic alliances and relationships with current and prospective institutional clients. She has more than 20 years of financial services experience and will be a valuable resource for the firm’s sales, service, and operations teams.

Prior to joining FuturePlan by Ascensus, Ayers worked in multiple capacities for Lincoln Financial Group. She most recently served as business development manager and TPA wholesaler, with responsibilities that included increasing sales and conducting seminars and training for key TPAs. Ayers earned her B.S. in Marketing from Ball State University.

“Theresa has extensive experience with TPAs, advisors, and recordkeepers, which makes her a great fit for her new position,” said Jerry Bramlett, head of FuturePlan. “Her proven ability to create and maintain relationships will help to enhance our visibility and productivity among recordkeepers, broker-dealers, RIAs, and specialist firms.”

About FuturePlan by Ascensus

FuturePlan by Ascensus is the nation’s largest retirement TPA, combining high-touch local service with the strength and security of an industry leader. A business division of Ascensus, FuturePlan’s dedicated team serves more than 34,000 retirement plan sponsors in 42 locations across the country. For more information, visit futureplan.com.

About Ascensus

Ascensus is the largest independent recordkeeping services provider, third-party administrator, and government savings facilitator in the United States. The firm delivers technology and expertise to help millions of people save for what matters most—retirement, education, and healthcare. For more information about Ascensus, visit ascensus.com. View career opportunities at careers.ascensus.com.


Ascensus to Serve as Founding Educational Sponsor for Certified Plan Sponsor Professional (CPSP™) Credential

Complimentary to Ascensus Retirement Plan Clients, New Credential Supports the Firm’s WellBusiness Framework, Expanding the Definition of Wellness

Dresher, PA—Ascensus—whose technology and expertise help millions of people save for retirement, education, and healthcare—is pleased to announce its role as the sole recordkeeper to serve as an educational founding sponsor in the development of the Certified Plan Sponsor Professional (CPSP™) credential.

Created by the Plan Sponsor Council of America (PSCA), a unit of the American Retirement Association (ARA), the credential program covers such topics as retirement plan design considerations, plan fiduciary obligations and risk management, behavioral finance and employee engagement, vendor management and selection, complying with plan audits, and plan and regulatory requirements. Advisors are able to offer the CPSP credential program to their clients with Ascensus-administered retirement plans.

“With more than 40 years of serving clients in the retirement space, Ascensus has realized the immense value that knowledge, access to expertise, and time can bring not only to an employer’s benefits program but also to their bottom line,” states Shannon Kelly, head of Ascensus’ retirement division. “The CPSP credential is just one more example of our commitment to the plan sponsor community and the advisors who serve them.”

Highlights of the CPSP credential and Ascensus’ three-year sponsor commitment include:

  • Exclusive: Ascensus is the only recordkeeper to be a founding sponsor, granting advisors exclusive access to the course for any plan administered by Ascensus.
  • Convenient: Plan sponsors can take the 30-hour multimedia course and the final exam online.
  • Complimentary: Advisors can offer access to the program to any Ascensus plan sponsor or human resource (HR) or benefits professional at no cost, and with no restriction on the number of individuals per employer who may enroll.

The CPSP credential is part of a broader initiative Ascensus is introducing called WellBusiness. WellBusiness is Ascensus’ operating framework to drive business outcomes for retirement plan sponsors. Recognizing that wellness starts with the employer as a pivotal center of influence in ensuring optimal plan health and employee engagement, Ascensus is redefining wellness to include business wellness for employers, in addition to financial wellness for employees.

This is the first phase of what will be an ongoing investment in better defining and delivering value for both plan sponsors and advisors. The WellBusiness framework aims to help employers reduce risks, build sustainable workforces, and develop core competencies—in turn, improving the overall wellness of their businesses.

WellBusiness stems from a simple premise: Businesses that know better will perform better. Empowering plan sponsors—from business owners to HR managers—to confidently manage their businesses’ retirement plans can lead to better business outcomes and, in turn, improve employees’ financial wellness.

“WellBusiness represents a significant advancement in our ability to deliver what advisors and business owners have come to expect from Ascensus: transparent pricing and consistent value,” states David Musto, president of Ascensus. “We’re pioneering a path toward greater overall business wellness, which leads to stronger savings habits, enhanced financial literacy, and better financial security for all savers.”

To learn more about the CPSP credential, visit pscalearn.org.

 

About Ascensus 
Ascensus is the largest independent recordkeeping services provider, third-party administrator, and government savings facilitator in the United States. The firm delivers technology and expertise to help millions of people save for what matters most—retirement, education, and healthcare. For more information about Ascensus, visit ascensus.com. View career opportunities at careers.ascensus.com.


Ascensus TPA Solutions, the Nation’s Largest TPA, Becomes FuturePlan by Ascensus

New Name Highlights Independence, Flexibility, Expertise, and Technology Investments

Dresher, PAAscensus—whose technology and expertise helps millions of people save for retirement, education, and healthcare—has announced that its TPA Solutions group will become FuturePlan by Ascensus. This communicates the independence, flexibility, expertise, and investments in technology that Ascensus has brought together to create the nation’s largest retirement third-party administrator (TPA).

FuturePlan by Ascensus, which encompasses 42 locations throughout the country, services more than 34,000 plans with 30 different recordkeeping partners. The group’s expertise includes defined contribution plans, defined benefit (traditional and cash balance) plans, ESOPs, specialty plans, and 3(16) fiduciary services.

“FuturePlan by Ascensus gives advisors and plan sponsors a new way of thinking about retirement plan administration,” said Jerry Bramlett, who heads the group. “We’re able to provide high-touch, local service backed by the tremendous resources of a large national organization, including a deep bench of talent, significant ongoing technology investments, data security infrastructure, in-house ERISA expertise, and many other advantages. Because we have a deep commitment to independence and don’t sell investments, we can offer advisors and plan sponsors the flexibility to choose the recordkeeper or investment solution that fits best with their individual needs.”

Over the past few years, Ascensus has welcomed many of the nation’s leading retirement plan TPAs and experts to its organization in creating America’s largest TPA. FuturePlan by Ascensus unites this family of acquired TPAs under one division that offers unrivaled value to clients throughout the country and across many different plan types. Many legacy owners and leaders have chosen to remain with the firm, which is a testament to Ascensus’ thoughtful and diligent approach to integration.

“Most of our senior leaders are legacy firm owners—they’re excited to be part of the ambitious national firm that we’re building together,” Bramlett continued. “We’ve worked hard to preserve the unique strengths and insights from each legacy company while moving to a common workflow, introducing shared service standards, and improving efficiency through better technology, HR, and administrative functions.”

To learn more about FuturePlan by Ascensus, please visit futureplan.com.

About FuturePlan by Ascensus

FuturePlan by Ascensus is the nation’s largest retirement TPA, combining high-touch local service with the strength and security of an industry leader. A business division of Ascensus, FuturePlan by Ascensus’ dedicated team serves more than 34,000 retirement plan sponsors in 42 locations across the country. For more information, visit futureplan.com.

About Ascensus

Ascensus is the largest independent recordkeeping services provider, third-party administrator, and government savings facilitator in the United States. The firm delivers technology and expertise to help millions of people save for what matters most—retirement, education, and healthcare. For more information about Ascensus, visit ascensus.com. View career opportunities at careers.ascensus.com.


INTAC Recognized as One of New Jersey’s Best Places to Work By NJBIZ

New Jersey’s Largest Third-Party Administration Firm Ranked Among Garden State’s Best Workplaces for Third Straight Year

Woodcliff Lake, NJ—INTAC Actuarial Services, Inc., an Ascensus company, has once again been named one of the best places to work in New Jersey by NJBIZ.

Family-operated INTAC has been providing complete retirement plan administration for more than 3,000 small- to mid-sized companies, their owners, key executives, and employees for over 40 years. The firm works with plan sponsors, recordkeepers, investment advisors, and CPAs to achieve a full understanding of their unique challenges and specific needs, partnering with them to find the right solutions to help them achieve their goals.
NJBIZ’s Best Places to Work survey is conducted annually in a confidential manner, allowing employees to anonymously share feedback about the company for which they work. INTAC was compared to companies from across the state and scored exceptionally high overall, excelling in the areas of leadership and planning, relationships with supervisors, corporate culture, and training & development.

“This recognition has special meaning for us because we strive to create a company culture that values and nurtures our employees,” stated Charles Rosenberg, vice president of INTAC. “Many of our senior executives have been with us for nearly two decades, and our clients and staff benefit from having such highly experienced and dedicated team members working with them.”
In 2018, INTAC was acquired by Ascensus, whose technology and expertise helps millions of people save for retirement, education, and healthcare. This partnership has allowed INTAC to offer its employees exciting growth opportunities.
Honorees of 2019 Best Places to Work in NJ will be celebrated at an awards reception and ceremony on May 1 at the iPlay America Event Center in Freehold, NJ. Rankings for small, medium, and large companies will be announced at the gala.

About INTAC
INTAC Actuarial Services, Inc. has been providing complete administration and consulting to employer-sponsored retirement plans since 1977. INTAC’s professional staff of experienced and innovative plan administrators designs, creates, and continually refines a wide range of qualified retirement plans. We are committed to meeting our clients’ needs by providing these services in a timely, accurate, and cost-effective manner. INTAC, a CEFEX certified firm, has been recognized by NJBIZ as New Jersey’s Top Defined Contribution Provider for five consecutive years as well as one of the Best Places to Work in NJ. For more information, visit www.intacinc.com.

About Ascensus
Ascensus is the largest independent recordkeeping services provider, third-party administrator, and government savings facilitator in the United States. The firm delivers technology and expertise to help millions of people save for what matters most—retirement, education, and healthcare. For more information about Ascensus, visit ascensus.com. View career opportunities at careers.ascensus.com.


Ascensus Announces Agreement to Acquire Oregon-Based Wrangle

Expands Compliance Capabilities with Addition of Leading Provider of Health & Welfare Form 5500 Preparation and ERISA Health & Welfare Plan Document Services

Dresher, PA—Ascensus—whose technology and expertise helps millions of people save for retirement, education, and healthcare—has entered into an agreement to acquire Wrangle, the leading provider of health & welfare Form 5500 preparation and related ERISA compliance services in the country.

Based in Junction City, Oregon, Wrangle supports employee benefits brokers and plan sponsors across the U.S. by providing Form 5500 filing services for their clients. The firm’s unrivaled effectiveness in this area is attributable to its unique proprietary technology, which helps brokers by taking on all aspects of the Form 5500 process from beginning to end, including collecting information from carriers, managing schedules and deadlines, and seamlessly e-filing information with the Department of Labor. Wrangle is managed by highly experienced employee benefits professionals who understand the benefits process—especially the strict reporting requirements of ERISA health and welfare regulations, as well as provisions associated with ERISA wrap-plan documents and non-discrimination testing.

ERISA compliance, plan documentation, filing, and related services have been among Ascensus’ core offerings for many years across its Retirement, Health, and TPA Solutions business segments. The firm significantly expanded its benefit administration offerings in 2018 with the acquisitions of Chard Snyder and Benefit Planning Consultants, Inc., which provide consumer-directed healthcare administration (e.g., health savings accounts, flexible spending accounts, and health reimbursement accounts) and benefit continuation services (e.g., Consolidated Omnibus Budget Reconciliation Act and retiree billing administration).

“Wrangle has built a strong business—and reputation—via its proven technology platform (which we intend to maintain and further enhance) that serves hundreds of brokers and plan sponsors,” says David Musto, president of Ascensus. “The real drivers of Wrangle’s success, though, are the people behind the business and the outstanding customer service that they provide; it’s my pleasure to welcome their team of talented and experienced associates to Ascensus.”

“Joining Ascensus will allow us to continue to meet the compliance needs of our clients with the support of a nationally recognized, benefits-focused organization,” says Lynda Taylor, Wrangle’s chief operating officer. “We’ll take advantage of their considerable resources to maintain our status as a service champion and solid partner for those seeking assistance with health & welfare Form 5500 filings and ERISA reporting and disclosure.”

“Wrangle owns an almost 25% market share in providing health & welfare Form 5500 solutions and has long-standing relationships with the nation’s largest employee benefits brokers,” says Raghav Nandagopal, Ascensus’ executive vice president of corporate development and M&A. “We’re excited to bring their compliance expertise and technology capabilities in-house to leverage them in our benefits administration business and in our retirement and TPA businesses as appropriate.”

 

About Ascensus
Ascensus is the largest independent recordkeeping services provider, third-party administrator, and government savings facilitator in the United States. The firm delivers technology and expertise to help millions of people save for what matters most—retirement, education, and healthcare. For more information about Ascensus, visit ascensus.com. View career opportunities at careers.ascensus.com.


Ascensus Appoints New Regional Vice President

Jason Wroblewski Joins Sales Team to Support Financial Advisors and Their Clients in the Illinois Region

Dresher, PAAscensus—whose technology and expertise helps millions of people save for retirement, education, and healthcare—is pleased to announce the appointment of Jason Wroblewski as regional vice president of the firm’s retirement plan sales team for the Illinois region.

In this role, Wroblewski will work with financial advisors, third-party administrators, and financial institutions—including institutional partners and DCIO (defined contribution investment only) sales representatives—to build and maintain Ascensus’ retirement plan distribution networks. He will report directly to Chad Brown, divisional vice president of the western region, retirement sales at Ascensus.

Wroblewski brings over 15 years of retirement industry experience in sales and business development that have established him as a go-to resource for financial advisors and consultants in his region. Prior to joining Ascensus, he served as TPA vice president at Transamerica and managing director of emerging markets at MassMutual. Wroblewski earned his Bachelor of Arts degree in English from Dartmouth College and holds his FINRA Series 7 and 66 designations.

“As a former financial advisor himself, Jason has a unique understanding of the challenges our clients face,” states Jason Crane, head of retirement sales at Ascensus. “We’re pleased to have him as part of our sales team and are confident that he’ll help strengthen our advisor relationships throughout Illinois.”

About Ascensus
Ascensus is the largest independent recordkeeping services provider, third-party administrator, and government savings facilitator in the United States. The firm delivers technology and expertise to help millions of people save for what matters most—retirement, education, and healthcare. For more information about Ascensus, visit ascensus.com. View career opportunities at careers.ascensus.com.