News Releases

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.

It's safe to say that the environment in which we're living and coping today is unlike any most of us have seen in our lifetimes. Worry for our own health and that of our loved ones, challenges to the operation of virtually every type of business, social distancing, travel restrictions, and startling global financial market volatility sometimes feel beyond our ability to process.