Corporate Growth

Milestone underscores Ascensus’ leadership in education savings and continued growth in state-sponsored programs

Industry Veteran Returns to Ascensus to Lead ABLE Solutions Strategy Amid Market Expansion Driven by SECURE 2.0

Chris Tingley Joins Eastern Region Team to Support Retirement Sales Initiatives

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

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.

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

Partnership bolsters 529 account owners’ experience with core investment and servicing capabilities from two leading firms

Ascensus announced today a definitive agreement to acquire Vanguard’s Individual 401(k), Multiple Participant SEP (Multi-SEP), and SIMPLE IRA Plans business.