Ascensus

Industry & Regulatory News
Understanding the CARES Act: Retirement Plan Loans

Understanding the CARES Act: Retirement Plan Loans

May 06 2020
Industry & Regulatory News
State of Savings: June 2020

Our proprietary data reveals how Americans changed their savings behaviors over the course of the COVID-19 outbreak as business and travel restrictions disrupted the U.S. economy. These insights serve as an early baseline for the evolution of savings plan contribution and withdrawal behaviors in response to the pandemic and subsequent passage of the CARES Act. We expect to see new trends emerge as financial markets continue to rebound and stabilize and as states across the nation gradually reopen their economies.

June 26 2020
News Releases
FuturePlan by Ascensus Appoints Mark Wiggins as Divisional Vice President for the Southeast and Southwest Regions

Expert Consultant and Leader Will Expand Industry Partnerships, Strengthen Client Support in Southeast and Southwest Regions

FuturePlan by Ascensus—a leading national retirement third-party administrator (TPA) that specializes in the delivery of customized retirement plan consulting and administration services—is pleased to announce the appointment of Mark Wiggins as divisional vice president (DVP) for the Southeast and Southwest regions, which are key growth areas for the FuturePlan organization. He will report to Kasey Price, FuturePlan's head of sales.

May 05 2021
News Releases
Ascensus Debuts AI-Driven Virtual Coach for Personalized Financial Wellness

Partnership with Financial Finesse Delivers Tailored Guidance to Employees
Ascensus—whose technology and expertise help millions of people save for retirement, education, and healthcare—has enhanced its financial wellness offering to include Financial Finesse’s AimeeTM: Artificial Intelligence Motivating Employees Everywhere.

May 04 2021
Thought Leadership
Ascensus Supports Small Businesses

President Donald Trump has signed into law a $484 billion relief package that will infuse $320 billion in additional funding into the Small Business Administration's (SBA's) Paycheck Protection Program (PPP). Also included in the package is funding for Economic Injury Disaster Loans and the SBA’s Disaster Loans Program Account, along with relief for hospitals dealing with the immediate effects of the pandemic, and, specifically, for enhanced COVID-19 testing.

April 27 2020
Thought Leadership
How Saver and Employer Behaviors Are Evolving in Response to COVID-19

Proprietary data from Ascensus reveals how U.S. employees shifted their savings behaviors in March 2020, as the COVID-19 outbreak caused major disruption to the U.S. economy and financial markets.

April 29 2020
Thought Leadership
Understanding the CARES Act: Coronavirus-Related Distributions (CRDs)

Understanding the CARES Act: Coronavirus-Related Distributions (CRDs)

November 13 2020
Thought Leadership
Understanding the CARES Act: Required Minimum Distribution (RMD) Waiver

Understanding the CARES Act: Required Minimum Distribution (RMD) Waiver

November 13 2020
News Releases
Ascensus Supports Institutional Partners, Advisors, and Their Clients with Challenges Related to COVID-19 Pandemic

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.

April 30 2020
Industry & Regulatory News
Understanding the CARES Act: Expanded Health and Dependent Care Options

Understanding the CARES Act: Expanded Health and Dependent Care Options

July 16 2020