Acquisition News

News Releases
Ascensus Acquires Health & Welfare Form 5500 Preparation and Plan Document Services Business from ABV Advisors

Book-of-Business Transaction Boosts Ascensus' Compliance Expertise While Increasing Client Base for Health & Welfare Form 5500 Solutions

March 18 2021
News Releases
Ascensus Announces Completion of Truist Retirement Recordkeeping Acquisition

All Heritage BB&T Plans Successfully Transitioned to Ascensus Platform

Ascensus—whose technology and expertise help millions of people save for retirement, education, and healthcare—has completed the acquisition of the heritage BB&T bundled retirement recordkeeping business from Truist Bank that was announced on January 6, 2021. Financial terms of the deal, which closed on March 3, were not disclosed.

March 05 2021