News Releases
Ascensus Appoints New Regional Vice President
Jonas Merk Joins Sales Team to Support Financial Advisors and Their Clients in the New York Metro Region Dresher, PA—Ascensus—whose technology and expertise help millions…
Ascensus in the News
Rick Irace Discusses the Importance of Education to Help Close Retirement Savings Gap
In a recent PLANSPONSOR feature, Rick Irace, COO for our Retirement division, shares insights from Ascensus' Retirement Outlook Tool and discusses employers' opportunity to…
Ascensus Selected as Recordkeeper for TIAA's 529 Programs
TIAA recently announced its selection of Ascensus as recordkeeper of choice for its $28 billion 529 education savings accounts business. TIAA's 529…
Peg Creonte Shares Data on Use of 529 Savings for K-12 Education
In a recent USA Today feature, Peg Creonte, SVP of business development for our government savings division, shared insight on the…
In the News
Rick Irace Discusses the Importance of Education to Help Close Retirement Savings Gap
In a recent PLANSPONSOR feature, Rick Irace, COO for our Retirement division, shares insights from Ascensus’ Retirement Outlook Tool and discusses employers’ opportunity to close the education gap on…
News Releases
NAPA Names Two Ascensus Regional Vice Presidents to 2019 Top 100 Defined Contribution Wholesalers List
Jeff Simes and Matt Spicer, AIF®, PPC™ Recognized as Leading DC Wholesalers, as Voted on by Thousands of Retirement Plan Advisors Dresher, PA—Ascensus—whose technology and…
Industry & Regulatory News
Second Lawsuit Filed Against SEC Investment Advice Rule
On September 11, 2019, XY Planning Network filed a lawsuit against the United States Securities and Exchange Commission (SEC) to invalidate its new fiduciary standards,…
Industry & Regulatory News
DOL Rules HSA Contributions Generally Are Not Wages for Garnishment Purposes
The Department of Labor’s (DOL’s) Wage and Hour Division has issued an opinion on whether contributions to an employee’s health savings account (HSA) can be…
Industry & Regulatory News
States File Lawsuit to Invalidate SEC Investment Advice Rule
On September, 9, 2019, seven states and the District of Columbia filed a lawsuit seeking to invalidate the recently announced Securities and Exchange Commission (SEC)…
In the News
Ascensus Selected as Recordkeeper for TIAA’s 529 Programs
TIAA recently announced its selection of Ascensus as recordkeeper of choice for its $28 billion 529 education savings accounts business. TIAA’s 529 assets will be converted from…
In the News
Peg Creonte Shares Data on Use of 529 Savings for K-12 Education
In a recent USA Today feature, Peg Creonte, SVP of business development for our government savings division, shared insight on the usage of 529 account savings…
In the News
Peg Creonte Offers Insight on Advisor Opportunity to Engage Employers Enrolled in State-Facilitated IRA Programs
In Lee Barney’s recent PLANADVISER feature, SVP Peg Creonte offers insight into how state-facilitated auto-IRA programs are helping business owners recognize the value of workplace retirement…
News Releases
Ascensus’ Annual Savings Trends Research Reveals How Individuals Are Saving for Their Financial Futures
Proprietary Data Offers Valuable Insights into How Americans Are Contributing to 401(k), 529, Health Savings, and ABLE Accounts Dresher, PA — Ascensus—whose technology and expertise help millions…