Corporate Growth

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.

Ascensus announced today that the company and Mutual of Omaha have reached a definitive agreement under which Ascensus will acquire Mutual of Omaha’s 401(k) recordkeeping business.

Technology veteran brings 30-year perspective on technology disruption and digital transformation

New Brand Positioning Promotes Financial Stability through Sponsorships and Digital Marketing Campaigns

Ascensus won Retirement Leader of the Year at the With Intelligence Mutual Fund & ETF Awards. The Annual Mutual Fund & ETF Awards recognize the funds, fund leaders, providers, marketers, trustees, and independent counsel who stood out for their successes, achievements, and contributions in 2022.

Ascensus—whose technology and expertise help millions of people save for retirement, education, and healthcare—introduced a new brand visual identity for the company.