Browsing Tag
Ascensus
47 posts
Corporate Roundup: Wealth Enhancement Group Acquires $2B RIA, Ascensus, Financial Finesse Extend Wellness Collab
The latest industry news from Wealth Enhancement Group, Ascensus, Financial Finesse, and UBS Wealth Management
October 4, 2024
Corporate Roundup: Mercer 401(k) and PEP Top $3.5B, Principal Appoints COO
The latest industry news from Mercer, Principal, and Ascensus
August 23, 2024
Corporate Roundup: Ascensus Names CMO, Savvy Introduces Latest Wealth Managers
Our latest corporate roundup features this week’s top news from Ascensus, Savvy Advisors, Sageview, Transamerica, and more
June 28, 2024
Corporate Roundup: ERISA Turns 50, T. Rowe Price Launches Framework
In this week's corporate roundup, ERISA celebrates 50 years, while T. Rowe Price introduces latest framework in evaluating retirement income features, Ascensus names new RVP, and more
June 21, 2024
Ascensus Joins T. Rowe Price in 529 Partnership
Ascensus will provide recordkeeping and account servicing for over 675,000 account owners under T. Rowe Price's four 529 programs
May 29, 2024
Corporate Roundup: ‘Father of 401(k)’ joins Salt Labs, Ascensus Appoints SMB Leader
Inventor of the 401(k) plan Ted Benna teams up with Salt Labs while Ascensus appoints its new head of Small Business Retirement, and more
April 19, 2024
Corporate Roundup: Ascensus Surpasses $1B in State-IRAs, NEPC Names DC Solutions Lead
Ascensus passes $1 billion in state-facilitated retirement plans, NEPC announces new head of its defined contribution solutions team, and more
April 5, 2024
Ascensus Acquires 401(k) Recordkeeping Biz from Mutual of Omaha
Deal involves more than 2,300 retirement plans, 65,000 participants and more than $3.9 billion in AUA
March 28, 2024
Ascensus Reorganizes Retirement Business
The company also announced that it will launch sales of its PEP program with American Funds this month
February 7, 2024
Corporate Roundup: Vanguard Leadership Changes, Ascensus Team Expansions
Vanguard appoints new head to Financial Advisor Services division, Ascensus adds new members to its Retirement Distribution team, and more
December 22, 2023