Ascensus Welcomes Investment, Wealth Solutions Leader

Ascensus announced 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.

“As an independent, technology-enabled savings platform, Ascensus sees the benefits of connectivity across the workplace and savings ecosystems in support of our noble purpose ‘to help more savers save more,’ and enhance how we engage with our asset and wealth management partners to benefit our clients,” said Musto. “Josh’s leadership will add momentum to our current efforts and further strengthen the value we bring to savers, employers, and savings program sponsors, maintaining our long-standing alignment with our institutional partners, clients, and their advisors. We are uniquely positioned to support our partners in the democratization of the best investment and wealth solutions across virtually every form of tax-advantaged savings and to nearly 16 million savers, both in and out of plan.”

Rundle brings 17 years of experience at Transamerica spanning retirement, wealth management, and insurance solutions. He most recently served in roles including head of Retirement Solutions, president of Transamerica Retirement Advisors, and head of Product – Workplace Solutions.

He has a bachelor’s degree in mathematics and risk management from Illinois Wesleyan University. Rundle is a fellow of the Society of Actuaries, a chartered financial analyst and chartered enterprise risk analyst, and served as a board member of the American Benefits Council.