Ascensus

Ascensus announced today that Josh Rundle will join the company as Head of Investment & Wealth Solutions, a newly created role, later this month. Rundle will report to Ascensus Chair and CEO David Musto.

With “CalSavvy,” the State of California delivers ground-breaking innovation to over 600,000 employers ahead of 2025 CalSavers registration deadline.

Ascensus announced that career HR executive Jeri Hawthorne has joined the company as its Chief Human Resources Officer. She will report to Ascensus Chair and CEO David Musto and be based at the company’s Dresher, PA, headquarters.

Ascensus announced today the recent appointment of four new regional vice presidents (RVPs) to the Ascensus retirement sales team.

Ascensus announced a new strategic partnership with Janusea to deliver a financial technology solution that streamlines IRA and health savings account (HSA) administration for financial institutions. Janusea’s product creates a direct integration between Ascensus’ technology platform and banks and credit unions, eliminating manual, dual entry of IRA and HSA transactions.

Ascensus announced today that Phillip Gillespie has joined the company as its new Chief Legal, Risk and Compliance Officer. Gillespie reports to Ascensus Chair and CEO David Musto and is based in the company’s Newton, MA office.

Dresher, PA—Ascensus announced today that Stephen Carrera will be assuming the role of West Divisional Vice President for the Retirement Sales team. He will report to Anthony Bolgona, National Sales director. 

Partnership supports advisors and plan sponsors in helping participants improve retirement preparedness and overall financial wellness

Newport, an Ascensus company, and PLANSPONSOR released the results of the 2024 Newport/PLANSPONSOR NQDC (Nonqualified Deferred Compensation) Trends Survey.

Ascensus has named industry veteran Michael Dunn to lead its Newport line of business, effective September 4, 2024.