Corporate culture

Ascensus Associate Named a Microsoft Most Valuable Professional

Kylie Kiser Recognized as an Exceptional Technology Community Leader

Dresher, PA—Ascensus—whose technology and expertise help millions of people save for retirement, education, and healthcare—is pleased to announce that Kylie Kiser, customer relationship management (CRM) product owner, has been awarded this year’s Microsoft Most Valuable Professional (MVP) award. This prestigious award, which recognizes just over 2,000 people worldwide, seeks to spotlight exceptional technology leaders in the Microsoft community who share a deep commitment to helping others.

Kiser has been an active member in the Microsoft community since 2010, specifically in the CRM User Group (CRMUG) in which she currently serves as a chapter leader for Washington, DC. Before being recognized as a Microsoft MVP, Kiser was named a CRMUG All-Star (2015) and the 2016 CRMUG chapter leader of the year.

Since joining Ascensus’ IT organization in May, Kiser has proven to be a critical member of the firm’s rapidly growing CRM team. With almost 10 years of experience driving significant CRM initiatives, her expertise has been critical to streamlining processes and creating value for clients and internal business partners. Her new Microsoft status will grant Ascensus access to Microsoft executives and senior product team members, along with the ability to engage with other MVPs and potentially impact Microsoft product innovations—keeping Ascensus on the cutting edge of the industry.

“We’re proud to have a team member like Kylie who has been recognized in the industry with such a distinguished designation,” says John Schroeder, Ascensus’ chief information officer. “It underlines our commitment to investing in Ascensus’ future as we strive to hire the industry’s leading innovators to provide our clients with the best user experiences possible.”

Along with the other members of this highly select group, Kiser’s profile is live on the Microsoft MVP website.

 

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.

 


FuturePlan by Ascensus Appoints Greg Taylor as Divisional Vice President for the Southern California Region

Industry Veteran to Provide Retirement Plan Clients with Enhanced Consultative Support and Expand Relationships with Strategic Recordkeeping and Financial Advisor Partners

Dresher, PA — FuturePlan by Ascensus—the nation’s largest retirement TPA—is pleased to announce the appointment of Greg Taylor as divisional vice president (DVP) for the Southern California region.

In this role, Taylor will be responsible for helping to create and implement strategies that will drive the continued success of the FuturePlan sales team. He will also consult with sales representatives from FuturePlan’s recordkeeping partners and financial advisors whose prospective and existing small business clients could benefit from the support of a TPA in designing a retirement plan solution. Taylor joins FuturePlan’s national sales team that was announced earlier this year: Kasey Price (head of Institutional Sales), Jim Houpt (DVP of the Northeast, Mid-Atlantic, and Central regions), Richard Tatum (DVP of the Southeast and Southwest regions), and Eric Sharp (DVP of the Northwest region).

Taylor brings more than 40 years of retirement industry experience and extensive expertise in plan design, administration, actuarial services, and recordkeeping services. He most recently served as executive vice president in charge of QBI, an Ascensus company, which he co-founded in 1978. He has been an active member in industry organizations—including the American Society of Pension Professionals & Actuaries (ASPPA) and the National Institute of Pension Administrators (NIPA)—throughout his career. Taylor received a Bachelor of Arts degree in Economics from UCLA, where he was an offensive lineman on university’s football team.

“Greg is a well-established leader who has enjoyed tremendous success in the TPA industry by virtue of his superior work ethic and business acumen,” states Jerry Bramlett, head of FuturePlan. “Our business owner clients and key partners in the Southern California region will no doubt benefit from his ability to provide the support they need to meet their objectives.”

 

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 44,000 retirement plan sponsors in more than 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 Appoints New Regional Vice President

Bryan Bracchi Joins Sales Team to Support Financial Advisors and Their Clients in the Northern Texas Region

Dresher, PA – Ascensus—whose technology and expertise helps millions of people save for retirement, education, and healthcare—is pleased to announce the appointment of Bryan Bracchi as regional vice president of the firm’s retirement plan sales team for the Northern Texas region, covering North Texas and Oklahoma.

In this role, Bracchi 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.

Bracchi brings nearly 20 years of retirement industry experience to his role, including expertise on territory development and fostering strong client relationships. Prior to joining Ascensus, he served as vice president, senior retirement plan strategist at Franklin Templeton Investments and vice president, retirement plan consultant at Oppenheimer Funds. Bracchi earned his Bachelor of Science degree in Business—Human Resource Management from Auburn University and holds his FINRA Series 7, 63, and 66 licenses along with his Accredited Investment Fiduciary® and Certified Health Savings Adviser designations®.

“Bryan’s deep industry knowledge and excellent communication skills allow him to establish a rapport with clients that helps him to accurately assess—and ultimately meet—their needs,” states Jason Crane, head of retirement sales at Ascensus. “We’re looking forward to watching him apply his professional and interpersonal skills to building and maintaining advisor relationships in the Northern Texas region.”

 

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 President David Musto to Assume Chief Executive Officer Responsibilities in 2020, Bob Guillocheau to Remain Chairman

Dresher, PA — Ascensus—whose technology, expertise, and collaborative partnership help more than nine million people save for retirement, education, and healthcare—announced today that David Musto, currently president of the organization, will add chief executive officer (CEO) responsibilities to his role, effective January 1, 2020Bob Guillocheau, currently chairman and CEO of Ascensus, will continue to serve as chairman.

“I’m delighted that David will soon be leading our organization forward as CEO,” said Guillocheau. “His deep industry perspective, expertise, and leadership skills are exactly what we need to take Ascensus to the next level and grow our competitive advantage.”

Musto added, “I’m honored by the opportunity to build on what Bob has achieved for Ascensus. Our commitment to our clients, partners, and associates has never been stronger, and our investments in our capabilities and services will only continue to grow.”

Musto joined Ascensus in 2017. As president, he is responsible for growing the company’s existing businesses. With more than 30 years of experience in financial services, he previously served as president of Great-West Investments, executive vice president of Empower Retirement, and CEO of J.P. Morgan Retirement Plan Services. His early career spans executive roles with Prudential Financial, CIGNA, and Kamoon, a start-up financial software company. Musto earned an MBA in Finance and International Business from NYU-Stern School of Business and a BBA in Finance from The College of William and Mary.

Guillocheau is a financial services industry veteran with more than 35 years of experience. He joined the company in 2003 and has held the role of CEO since 2005. Guillocheau was named chairman in 2017. Previously, he was executive vice president and general manager of First Data Retirement Services, chief operating officer of ChannelWave, and chief financial officer for Mellon Bank’s Mutual Fund Services Group. He holds a B.S. in Economics and Accounting from The College of the Holy Cross.

 

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


David Musto Discuses Ascensus’ Noble Purpose

In a recent BenefitsPRO article, David Musto explains that despite speculation from onlookers due to Ascensus’ recent acquisitiveness and solicitations by its owners, “there is absolutely no doubt Ascensus will be Ascensus in five years.” Ascensus’ ownership will not affect our noble purpose to help 8 million individuals save for what matters most in their lives. ​He also mentions that the SECURE Act’s Open MEP provisions will not disrupt Ascensus’ client base. “We feel that we are already able to deliver on the promises held out by Open MEPs. Many of the aspects that excite people—purchasing power on investments, administrative efficiency—already exist. We have the ability to deliver very cost-effective programs for small companies with high levels of client satisfaction, and high levels of efficiency for the sponsor.”


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 Wins Retirement Leader of the Year

Ascensus was awarded Retirement Leader of the Year at the Fund Intelligence Mutual Fund Industry Awards. The Annual Mutual Fund Industry Awards recognize the funds, fund leaders, providers, marketers, trustees, and independent counsel who stood out for their successes, achievements, and contributions in 2019. The Retirement Leader of the Year award recognized a firm that has made a key impact on growing retirement assets with unique retirement solutions, marketing campaigns and significant contributions to the retirement industry at large.​


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.