News Releases

Book-of-Business Transaction Boosts Ascensus' Compliance Expertise While Increasing Client Base for Health & Welfare Form 5500 Solutions

All Heritage BB&T Plans Successfully Transitioned to Ascensus Platform

Ascensus—whose technology and expertise help millions of people save for retirement, education, and healthcare—has completed the acquisition of the heritage BB&T bundled retirement recordkeeping business from Truist Bank that was announced on January 6, 2021. Financial terms of the deal, which closed on March 3, were not disclosed.

First-of-Its-Kind Education Savings App Makes It Easy for Users to Access Information, Track Progress, and Make Contributions

Firm Wins Most Best in Class Awards for Plans Up to $50MM in PLANSPONSOR Defined Contribution Survey

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

Transaction Includes Heritage BB&T Plans Along with Heritage BB&T Outsourced Recordkeeping Business Currently Serviced by Ascensus

Next Development in Series of Technology Investments Is Designed to Create Efficiencies for Advisors and Drive Analytics-Informed Behavior

Firm’s Technology Integration Offers Institutional Partners and Advisors More Flexibility on Its Open-Architecture Platform

New App Will Leverage Behavioral Prompts and Situational Guidance to Help Drive Better Retirement Outcomes Dresher, PA—Ascensus—whose technology and expertise help millions of people save

Technology-Enabled Service Provider Shares Insights, Analysis, and Educational Resources

Dresher, PA—Ascensus, whose technology and expertise help millions of people save for retirement, education, and healthcare, is supporting institutional partners, advisors, and their clients during the COVID-19 pandemic via a variety of approaches that include COVID-19-specific resources, infographics, behavioral analytics, legislative insights, and more.