Corporate culture

FuturePlan by Ascensus Appoints Aaron McIsaac as Divisional Vice President for Southern California

Experienced Sales Leader Will Continue to Oversee Organization’s Northwest/Central Region

FuturePlan by Ascensus—a leading national retirement third-party administrator (TPA) that specializes in the delivery of customized retirement plan consulting and administration services—announces that Aaron McIsaac will assume divisional vice president (DVP) responsibilities for the organization’s Southern California region as a result of DVP Greg Taylor’s planned retirement. The change is effective June 30, 2021.

McIsaac will offer consultative support to retirement plan clients while expanding relationships with strategic recordkeeping and financial advisor partners in both the Northwest/Central and Southern California regions. He will continue to report to Kasey Price, FuturePlan’s head of sales, while leveraging his two decades of business development and leadership experience to create and implement growth strategies for FuturePlan’s fast-growing sales team.

McIsaac has been a FuturePlan DVP since January 2020. Prior to that, he was a regional sales director at Goldleaf Partners, a Minnesota-based TPA that became part of FuturePlan in 2019. While at Goldleaf Partners, he helped develop the organization into a prominent 3(16) fiduciary services provider. He has also held leadership positions at Benefit Administration Corporation and Partridge River, Inc. McIsaac earned his bachelor’s degree in management from The College of St. Scholastica.

Taylor joined FuturePlan’s sales leadership team as a DVP in August 2019. Before that, he was the founder and president of QBI, a California-based TPA recognized for its broad expertise in human capital management and integrated benefits that became part of FuturePlan in 2018. 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.

“Greg has been well known and respected in the TPA industry for more than 40 years, and regularly inspires clients and associates with his remarkable work ethic, business acumen, and talent for making meaningful connections on a personal level,” said Price. “FuturePlan is extraordinarily grateful for his years of service and wishes him all the best in retirement.”

“Aaron’s ability to lead and mentor during both positive and challenging times will ensure that our clients in the Southern California region remain in good hands,” continued Price. “He will provide them with the same exceptional level of support needed to help them meet their objectives.”

About FuturePlan by Ascensus
FuturePlan is a leading national retirement TPA dedicated to helping advisors, recordkeepers, and plan sponsors deliver better outcomes for savers. Our highly responsive, personalized service is backed by the strength and security of a national leader in Ascensus. As of March 31, 2021, FuturePlan’s experienced team of experts supports more than 51,000 plan sponsors with more than 2.2 million participants and more than $109 billion in assets under administration. For more information, visit futureplan.com (https://www.futureplan.com/).
About Ascensus
Ascensus helps millions of people save for what matters—retirement, education, and healthcare. Our technology, market insights, and business knowledge enhance the growth and success of our partners, their clients, and savers. Ascensus is the largest independent recordkeeping services provider, retirement plan third-party administrator, and government savings facilitator in the United States. For more information, visit ascensus.com (http://www.ascensus.com/). Explore Ascensus’ latest data and insights on savings behaviors at pulse.ascensus.com.

FuturePlan by Ascensus Expands Sales Team

Jay Hollis, John Krzeminski, and Lou DePonte Join Organization to Facilitate Continued Institutional Growth and Offer Enhanced Regional Support

FuturePlan by Ascensusa leading national retirement third-party administrator (TPA) that specializes in the delivery of customized retirement plan consulting and administration services—is pleased to announce that the following individuals have been appointed to sales leadership roles: Jay Hollis, vice president, sales consultant for the Tennessee and Southern Kentucky regions; John Krzeminski, institutional sales support & business development relationship manager; and Lou DePonte, sales effectiveness principal.

The FuturePlan sales team’s expansion is intended to grow relationships with strategic institutional recordkeeping and financial advisor partners while enhancing regional and consultative support for retirement plan clients.

Hollis will drive sales with financial advisors and strategic alliance platforms while also coordinating sales activities for key employer relationships. With more than 10 years of retirement industry experience from roles with Seven Hills Group and Taylor Wealth Solutions, Hollis fills the role vacated by Mark Wiggins, who was recently appointed as FuturePlan’s divisional vice president for the Southeast and Southwest regions.

Krzeminski will cultivate institutional relationships to explore new opportunities and deepen FuturePlan’s relationships with existing partners. His sales, relationship management, and project leadership skills have been honed during his more than 13 years of retirement plan industry experience at Vanguard, Lincoln Financial, and Quantum Strategies.

DePonte will participate in the development of—and ultimately be responsible for—the implementation and ongoing monitoring of FuturePlan’s sales operations strategy. He brings more than 30 years of experience to his new position and previously held leadership roles at Prudential, The Phoenix Companies, and Hartford Life Insurance.

“In welcoming Jay, John, and Lou to the FuturePlan sales team, we’re giving our key institutional partners, financial advisors, and business-owner clients access to more than 50 combined years of industry experience and expertise,” states Kasey Price, FuturePlan’s head of sales. “I look forward to working with them to develop and execute strategies to take FuturePlan’s sales efforts to the next level and cement our organization’s standing as a leading national retirement TPA.”

About FuturePlan by Ascensus
FuturePlan is a leading national retirement TPA dedicated to helping advisors, recordkeepers, and plan sponsors deliver better outcomes for savers. Our highly responsive, personalized service is backed by the strength and security of a national leader in Ascensus. As of March 31, 2021, FuturePlan’s experienced team of experts supports more than 51,000 plan sponsors with more than 2.2 million participants and more than $109 billion in assets under administration. For more information, visit futureplan.com (https://www.futureplan.com/).

About Ascensus
Ascensus helps millions of people save for what matters—retirement, education, and healthcare. Our technology, market insights, and business knowledge enhance the growth and success of our partners, their clients, and savers. Ascensus is the largest independent recordkeeping services provider, retirement plan third-party administrator, and government savings facilitator in the United States. For more information, visit ascensus.com (http://www.ascensus.com/). Explore Ascensus’ latest data and insights on savings behaviors at pulse.ascensus.com.


Ascensus Appoints New Regional Vice President

Frank Castellvi Joins Retirement Plan Sales Team to Support Financial Advisors and Their Clients in the East Territory

Ascensus—whose technology and expertise help millions of people save for retirement, education, and healthcare—is pleased to announce the appointment of Frank Castellvi as a regional vice president on the company’s retirement plan sales team.

Tasked with building and maintaining Ascensus’ retirement plan distribution networks, Castellvi will work with financial advisors, third-party administrators, and financial institutions—including institutional and DCIO (defined contribution investment only) partners. He will report to Anthony Bologna, retirement sales divisional vice president of the eastern region.

Castellvi will serve the East territory (covering New Jersey and Delaware) and brings more than 10 years of sales and relationship management experience to his role. Prior to joining Ascensus, he worked as a regional director for defined contribution at Lord Abbett & Co., where he also held roles in business development and internal sales. Castellvi earned his Bachelor of Business Administration degree in Marketing from Loyola University Maryland. He also holds his FINRA Series 7 designation along his NASAA Series 66 certification.

“Frank is a high-quality individual who possesses solid industry experience and expertise along with outstanding business-development and people skills,” said Jason Crane, Ascensus’ head of retirement distribution. “Adding this level of talent to Ascensus’ retirement plan sales team further demonstrates our commitment to serving our financial advisor and employer partners via productive relationships that focus on their unique needs.”

 

About Ascensus

Ascensus helps millions of people save for what matters—retirement, education, and healthcare. Through co-branded, private-labeled, and other governmental partnerships, our technology, market insights, and business knowledge enhance the growth and success of our partners, their clients, and savers. Ascensus is the largest independent recordkeeping services provider, third-party administrator, and government savings facilitator in the United States. For more information, visit ascensus.com.

Get the latest trends and insights based on our proprietary data from more than 113,700 retirement plans, 6.0 million 529 accounts, 426,500 health savings accounts, and 23 ABLE plans.* Inside America’s Savings Plans highlights average savings levels across these tax-advantaged accounts and showcases plan features that drive participation and growth. The State of Savings report outlines how plan contribution and withdrawal behaviors have shifted over the course of 2020 and since the passage of the CARES Act.

*As of December 31, 2020.


FuturePlan by Ascensus Appoints Mark Wiggins as Divisional Vice President for the Southeast and Southwest Regions

Expert Consultant and Leader Will Expand Industry Partnerships, Strengthen Client Support in Southeast and Southwest Regions

FuturePlan by Ascensus—a leading national retirement third-party administrator (TPA) that specializes in the delivery of customized retirement plan consulting and administration services—is pleased to announce the appointment of Mark Wiggins as divisional vice president (DVP) for the Southeast and Southwest regions, which are key growth areas for the FuturePlan organization. He will report to Kasey Price, FuturePlan’s head of sales.

Wiggins previously served as a vice president, sales consultant within FuturePlan. In his new role, he will offer consultative support to retirement plan clients while expanding relationships with strategic recordkeeping and financial advisor partners. He will also be responsible for creating and implementing growth strategies for FuturePlan’s fast-growing sales team.

With a 20-year record of success in consulting, management, and retirement industry sales, Wiggins applies his extensive expertise to help clients and partners achieve their business objectives. Prior to joining FuturePlan, he was a partner and director of sales at Avintus, an innovative, service-focused, Nashville-based TPA that became part of FuturePlan in 2018. He has also held positions in sales and leadership at AT&T and BellSouth.

Wiggins earned his bachelor’s degree in marketing from the University of Georgia and his master’s degree in business administration from Lipscomb University. He also holds his Chartered Retirement Plan Specialist designation.

“The fact that Mark is an exceptionally high achiever who hails from one of FuturePlan’s legacy firms speaks to the strength of our business model and our ability retain top talent within our organization,” says Price. “I’m delighted to congratulate him on his new leadership role on the FuturePlan sales team.”

“Mark’s integrity, breadth of industry knowledge, and collaborative approach to problem solving help him create and maintain strong relationships that are built on trust,” Price continues. “FuturePlan clients and partners will benefit greatly from his experience and leadership skills.”

 

About FuturePlan by Ascensus
FuturePlan is a leading national retirement TPA dedicated to helping advisors, recordkeepers, and plan sponsors deliver better outcomes for savers. Our highly responsive, personalized service is backed by the strength and security of a national leader in Ascensus. As of December 31, 2020, FuturePlan’s experienced team of experts supports more than 51,000 plan sponsors with more than 1.4 million participants and more than $104 billion in assets under administration. For more information, visit futureplan.com.

 

About Ascensus
Ascensus helps millions of people save for what matters—retirement, education, and healthcare. Through co-branded, private-labeled, and other governmental partnerships, our technology, market insights, and business knowledge enhance the growth and success of our partners, their clients, and savers. Ascensus is the largest independent recordkeeping services provider, third-party administrator, and government savings facilitator in the United States. For more information, visit ascensus.com.

Get the latest trends and insights based on our proprietary data from more than 113,700 retirement plans, 6 million 529 accounts, 426,000 health savings accounts, and 23 ABLE plans.* Inside America’s Savings Plans highlights average savings levels across these tax-advantaged accounts and showcases plan features that drive participation and growth. The State of Savings report outlines how plan contribution and withdrawal behaviors have shifted over the course of 2020 and since the passage of the CARES Act.

*As of December 31, 2020.


Teresa Hassara Named President of FuturePlan by Ascensus

Industry Veteran to Lead National Retirement Third-Party Administrator

Ascensus—whose technology and expertise help millions of people save for retirement, education, and healthcare—is pleased to announce that Teresa Hassara will join the company as president of its FuturePlan by Ascensus line of business effective April 12, 2021. She will immediately become a member of Ascensus’ Operating Committee and report directly to David Musto, president and CEO of Ascensus.

FuturePlan is a leading national retirement third-party administrator (TPA), specializing in the delivery of customized retirement plan consulting and administration services. Prioritizing strong client relationships and a commitment to people, quality, and integrity, FuturePlan offers innovative technology, extensive plan expertise, and robust regulatory compliance services—all backed by the strength of Ascensus. Supported by one of the largest in-house ERISA teams in the industry, FuturePlan serves more than 51,000 plans across the United States.

“Teresa is a truly outstanding leader and individual with tremendous experience and expertise in retirement and financial services,” says Musto. “She has led and grown businesses with great success and driven transformational change to the benefit of client and company alike. It’s also clear that she shares a strong natural affinity for our Core Values and commitment to client delight, making her exactly the right leader to steer FuturePlan’s growth and impact on the industry.”

“I’m thrilled to be joining FuturePlan and Ascensus overall, an organization I’ve admired and respected for its client focus, operating discipline, and strategic agility,” said Hassara. “FuturePlan has done a remarkable job integrating the experiences, tools, and capabilities of multiple entities to create one values-driven business from many. I’m excited to be part of the team tasked with building on these successes—expanding and deepening our relationships and delivering outstanding service and value in the process.”

Hassara most recently served as head of Workplace Solutions for MassMutual, where she led the retirement, worksite insurance, and third-party distribution businesses since 2017. She oversaw a multi-year transformation program as part of her responsibilities there, focusing on enhancing the customer experience, strengthening financial performance, and improving overall organizational health.

Prior to MassMutual, Hassara served as president of TIAA’s Institutional Retirement Business—helping more than four million individuals achieve retirement readiness—and spent a significant part of her career in a number of leadership roles across several disciplines with Fidelity Investments, ultimately serving as senior vice president of Investment Services in Boston and London. She began her career in banking after earning her Bachelor of Arts in Political Science from Vanderbilt University and her Master of Business Administration from The Wharton School of the University of Pennsylvania.

Active in her community, Hassara also has devoted significant time to helping foster greater organizational focus on diversity and inclusion and the advancement of women in the workplace.

 

About FuturePlan by Ascensus
FuturePlan is a national retirement TPA that provides recordkeepers, advisors, and plan sponsors with tools that can help deliver better outcomes for savers. Our highly responsive, personalized service is backed by the strength and security of a national leader in Ascensus. As of December 31, 2020, FuturePlan’s experienced team of experts supports more than 51,000 plan sponsors with more than 1.4 million participants and more than $104 billion in assets under administration. For more information, visit futureplan.com.

About Ascensus
Ascensus helps millions of people save for what matters—retirement, education, and healthcare. Through co-branded, private-labeled, and other governmental partnerships, our technology, market insights, and business knowledge enhance the growth and success of our partners, their clients, and savers. Ascensus is the largest independent recordkeeping services provider, third-party administrator, and government savings facilitator in the United States. For more information, visit ascensus.com.

Get the latest trends and insights based on our proprietary data from more than 113,700 retirement plans, 6.0 million 529 accounts, 426,500 health savings accounts, and 23 ABLE plans.* Inside America’s Savings Plans highlights average savings levels across these tax-advantaged accounts and showcases plan features that drive participation and growth. The State of Savings report outlines how plan contribution and withdrawal behaviors have shifted over the course of 2020 and since the passage of the CARES Act.

*As of December 31, 2020.


FuturePlan by Ascensus Appoints Kasey Price as Head of Sales

Highly Respected Retirement Industry and FuturePlan Leader Will Oversee Organization’s Sales Strategy and Distribution Efforts to Provide Partner and Client Value

Dresher, PAFuturePlan by Ascensus—the nation’s largest retirement third-party administration (TPA) company—is pleased to announce the appointment of Kasey Price as head of sales. She will report to David Musto, interim president of FuturePlan and president and CEO of Ascensus.

Previously serving as FuturePlan’s head of institutional sales, Price was responsible for developing, managing, and expanding relationships with financial advisors and the retirement industry’s top-tier recordkeeping providers. In her new role, she will guide FuturePlan’s sales strategy and broader distribution efforts,  overseeing and contributing to critical projects and initiatives focused on increasing client value and growing the business. Price will continue to lead the institutional sales and internal sales teams, adding national field sales to her responsibilities.

Price brings more than 25 years of retirement industry experience to her newly created position. Prior to joining FuturePlan, she was a founding partner and CEO of Georgia-based Retirement Strategies, Inc. (RSI), a TPA firm known for its strong strategic partnerships with advisors and recordkeepers. Price holds a Bachelor’s Degree in Economics and Corporate Finance from Augusta State University.

“Kasey has been an extremely valued member of our organization since RSI became part of FuturePlan in 2017,” said Musto. “Her ability to build and advance client relationships is second to none, and she’s extremely well-respected by her peers both inside our walls and throughout the retirement industry.”

“This is a critical role, and I can’t think of anyone better to lead the FuturePlan salesforce so that we may better serve our clients and grow our organization in 2021 and beyond,” concluded Musto.

 

About FuturePlan by Ascensus
FuturePlan by Ascensus is the nation’s largest retirement third-party administrator, combining high-touch local service with the strength and security of an industry leader. A line of business within Ascensus, FuturePlan’s dedicated team serves more than 53,000 retirement plan sponsors across the country as of September 30, 2020. For more information, visit futureplan.com.

 

About Ascensus
Ascensus helps millions of people save for what matters—retirement, education, and healthcare. Through co-branded, private-labeled, and other governmental partnerships, our technology, market insights, and business knowledge enhance the growth and success of our partners, their clients, and savers. Ascensus is the largest independent recordkeeping services provider, third-party administrator, and government savings facilitator in the United States. For more information, visit ascensus.com.


Ascensus Names Naureen Hassan to Its Board of Directors

25-Year Financial Services Veteran Brings Expertise in Business Strategy, Digital Transformation, Wealth Management, and Retail Financial Services

Dresher, PAAscensus—whose technology and expertise help millions of people save for retirement, education, and healthcare—is pleased to announce that Naureen Hassan joined its Board of Directors this month.

Most recently, Ms. Hassan was the chief digital officer for Morgan Stanley Wealth Management, with responsibility for the business’s digital transformation, strategy, and delivery, focusing on modernizing how the firm and its advisors acquire, serve, and interact with clients.

Ms. Hassan previously was the executive vice president leading Investor Services strategy, segments, and platforms for Charles Schwab, and a member of the firm’s 20-member Executive Committee. She also held leadership roles in Schwab Advisor Services, the leading custodial platform for nearly 7,000 independent advisory firms. Earlier in her career, she worked at McKinsey & Company, specializing in operational and process design for retail and healthcare firms.

“Naureen’s expertise and experience across a variety of disciplines and elements of our lines of business make her a welcomed and valued addition to the Ascensus Board,” said David Musto, president and CEO of Ascensus. “She also shares our passion for advancing diversity and inclusion at Ascensus and in our industry, and will be an engaged supporter and resource in our continued journey.”

About Ascensus

Ascensus helps millions of people save for what matters—retirement, education, and healthcare. Our technology, market insights, and business knowledge enhance the growth and success of our partners, their clients, and savers. Ascensus is the largest independent recordkeeping services provider, third-party administrator, and government savings facilitator in the United States. For more information, visit ascensus.com.

Get the latest trends and insights based on our proprietary data from more than 116,500 retirement plans, 5.5 million 529 accounts, 400,000 health savings accounts, and 21 ABLE plans.* Inside America’s Savings Plans highlights average savings levels across these tax-advantaged accounts and showcases plan features that drive participation and growth. The State of Savings report outlines how plan contribution and withdrawal behaviors have shifted over the course of 2020 and since the passage of the CARES Act.

*As of March 31, 2020


Intac Actuarial Services, Inc. Receives Renewed CEFEX® Certification

Retirement Third-Party Administrator Certified for Adherence to Retirement Industry Best Practices for Seventh Consecutive Year

Woodcliff Lake, NJ—Intac Actuarial Services, Inc., part of FuturePlan by Ascensus (INTAC), is pleased to announce that it has been certified for the seventh consecutive year by the Centre for Fiduciary Excellence, LLC (CEFEX) as adhering to the American Society of Pension Professionals & Actuaries (ASPPA) Standard of Practice for Retirement Plan Service Providers. INTAC provides third-party administration for 401(k), profit sharing, money purchase, 457(b), 403(b), cash balance, and defined benefit plans, as well as plan design, implementation, and consulting services to plan sponsors and advisors.

The ASPPA Standard of Practice describes how a service provider of any size or type can help plan sponsors fulfill their fiduciary obligations. CEFEX uses two classifications: in-house recordkeeping services and third-party administration services. The Standard includes best practices for governance, organization, human resources, operations, planning, systems, and disclosure as defined by a cross-industry task force.

“All of us at INTAC take great pride in this CEFEX certification renewal, which reflects our firm’s commitment to exceptional service and support to our clients nationwide,” said Charles Rosenberg, INTAC vice president. “Our pension consultants, actuaries, and plan administrators work hard to uphold the high standards set by CEFEX and continually meet the rigorous requirements of certification.”

INTAC was the first third-party administrator in the state of New Jersey to earn this designation in 2013. Maintaining certification requires a continued adherence to the industry’s best practices and is verified through the organization’s annual renewal assessment, which evaluates operational data and procedures and includes onsite interviews with key personnel. INTAC is registered at http://www.cefex.org/ASPPAAdministration/. Its certificate can be viewed at this site, as can a summary of the Standard.

Rosenberg added that the changes in retirement plan provisions enacted in the SECURE Act and CARES Act present new challenges for plan sponsors, making it all the more critical for third-party administrators and their clients to stay abreast of the evolving retirement plan landscape.

“Our team has been providing the most updated information available about 2020 plan changes,” noted Rosenberg. “The articles and videos on INTAC’s COVID-19 resources website page are designed to help employers understand how these bills may affect their workplace retirement plans.”

For information on the CEFEX certification program and the Standard of Practice, visit www.cefex.org. Information about ASPPA can be found at www.asppa.org.

About Intac Actuarial Services, Inc.

Intac Actuarial Services, Inc. (INTAC) has been providing full-service retirement plan design, implementation, administration, and consulting for employer-sponsored retirement plans since 1977. The firm currently serves more than 2,800 small- to mid-sized companies, business owners, key executives, and employees in 35 states. In 2018, INTAC joined the FuturePlan by Ascensus family of retirement services providers. It was recognized as an NJBiz Best Places to Work in 2019 and has been consistently named by the publication as New Jersey’s #1 401(k) defined contribution provider. For more information, visit intacinc.com.

About FuturePlan

FuturePlan by Ascensus is the nation’s largest retirement third-party administrator, combining high-touch local
service with the strength and security of an industry leader. A line of business within Ascensus, FuturePlan’s dedicated team serves more than 55,000 retirement plan sponsors in more than 54 locations across the country as of March 31, 2020. For more information, visit FuturePlan.com.

About CEFEX®
CEFEX, Centre for Fiduciary Excellence, LLC, an Fi360® company, is an independent certification organization. CEFEX works closely with industry experts to provide comprehensive assessment programs to improve the fiduciary practices of investment stewards, advisors, recordkeepers, administrators and managers. CEFEX is based in Pittsburgh, PA. Connect to CEFEX at www.CEFEX.org, via Twitter @CEFEX1 and on LinkedIn @CEFEX.


Chard Snyder Recognized by WEX Health for Outstanding Achievement at WEX Momentum Virtual Awards Ceremony

Earns Sales Excellence Award for Innovative Growth Strategies 

Mason, OH — Chard Snyder, a national third-party administrator of employee benefit solutions and wholly owned subsidiary of Ascensus, has been honored by WEX Health with a 2019 Partner Excellence Award for outstanding business achievements. The employee benefit solutions provider received the Sales Excellence Award at the WEX Health Momentum event held virtually in place of the annual WEX Health SPARK Partner Conference.

Chard Snyder was selected for the award because of its significant accomplishments in identifying new and innovative ways to drive growth, along with successful execution on unique and differentiated sales strategies, campaigns, and channel programs to enhance partnerships. The firm has been recognized by WEX Health in past years for innovation and service, most recently receiving the Solution Visionary Award in 2018.

“Identifying new and innovative ways to drive growth is key to succeeding in our industry,” said Jeff Ackerson, Vice President, Partner Experience at WEX Health. “Chard Snyder takes calculated risks, focuses on new markets, and leverages relationships within their parent company’s ecosystem that allow them to accelerate growth. They’re an organization that continues to impress. They work to identify key ways to partner with organizations, and constantly challenge themselves to be better, do better, and create more opportunities.”

“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 1,500 employers in 38 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 over 200 team members today. Chard Snyder is a wholly owned subsidiary of Ascensus and part of its Health & Benefits line of business. Visit chard-snyder.com or call 833.212.1988 to learn more.

About Ascensus

Ascensus helps millions of people save for what matters—retirement, education, and healthcare. Our technology, market insights, and business knowledge enhance the growth and success of our partners, their clients, and savers. Ascensus is the largest independent recordkeeping services provider, third-party administrator, and government savings facilitator in the United States. For more information, visit ascensus.com. Explore Ascensus’ latest data and insights on savings behaviors at pulse.ascensus.com.