Jeff Simes and Bas Van Rhee Join Retirement Plan Sales Team to Support Financial Advisors and Their Business Owner Clients
Dresher, PA—Ascensus, a technology-enabled solutions provider that helps more than 8 million Americans save for the future, is pleased to announce the appointment of Jeff Simes and Bas Van Rhee as regional vice presidents on the firm’s retirement plan sales team.
In these roles, they will work with financial advisors, third-party administrators, and financial institutions—including outsourcing partners and DCIO (defined contribution investment only) sales representatives—to build and maintain Ascensus’ retirement plan distribution networks. Both Simes and Van Rhee will report directly to Anthony Bologna, vice president of retirement sales at Ascensus.
Simes will represent the Northeast region, covering Connecticut, Massachusetts, Maine, New Hampshire, Rhode Island, and Vermont. He brings over 20 years of financial services experience in relationship management, business development, and sales roles. He most recently served as a regional vice president for CUNA Mutual Retirement Solutions and has also held retirement sales positions at Mass Mutual and The Hartford.
Simes earned his Bachelor of Arts degree from University of Massachusetts and his MBA from Bryant University. He also holds his FINRA Series 7, 63, and 24 designations.
Van Rhee will serve the Plains territory, which includes Arkansas, Iowa, Kansas, Missouri, and Nebraska. He has over 10 years of sales and business development experience in the retirement industry. Prior to joining Ascensus, he served as a regional retirement sales representative for Paychex where he was recognized as Paychex’s 2017 district representative of the year.
Van Rhee earned his Bachelor of Arts degree from The Master’s University and his MBA from University of Redlands. He also holds his FINRA Series 6 and 63 designations.
“The extensive knowledge Jeff and Bas bring to the team will push us forward with financial advisors and our customers,” said Jason Crane, head of retirement sales at Ascensus. “We’re pleased to welcome them to our sales team and to leverage their expertise in helping advisors select the right retirement plan for their business owner clients.”
Ascensus helps more than 8 million Americans save for the future—retirement, education, and healthcare— through technology-enabled solutions. With more than 35 years of experience, the firm offers tailored solutions that meet the needs of asset managers, banks, credit unions, state governments, financial professionals, employers, and individuals. Ascensus supports over 60,000 retirement plans, more than 4 million 529 education savings accounts, and a growing number of ABLE savings accounts. It also administers more than 1.6 million IRAs and health savings accounts. As of March 31, 2018, Ascensus had over $187 billion in total assets under administration. For more information about Ascensus, visit ascensus.com.