Browsing Tag
Ascensus
49 posts
401(k) Technology and Integration Pays Off
Jerry Bramlett discusses FuturePlan's rebranding and tech upgrades at the NAPA 401(k) Summit, highlighting TPA services and partnerships.
May 5, 2019
Top 401(k) Professional Program Gets Major Upgrade
On Tuesday, record-keeping colossus Ascensus announced that it has restructured its Elite Advisor program to enable financial advisors…
February 14, 2019
3 Steps to Retirement Plan Practice Success in 2019
Life as a retirement plan advisor can be tough (to say the least). Managing increasingly high client and…
December 12, 2018
How Are 401k Savers Leveraging, Engaging Tax-Advantaged Accounts?
Despite worrisome trends, retirement savings are improving for many Americans and voters. Discover the optimistic outlook.
November 7, 2018
Cash Balance Retirement Plans Continue Their Climb
They’re taking off. Cash balance plan-provider Kravitz finds the number of new cash balance plans increased by 15…
August 23, 2018
Ascensus Acquires Retirement Plan Administrator 401(k) Plus
Ascensus acquires 401(k) Plus to expand retirement plan solutions and strengthen TPA services across Texas and nationwide.
August 1, 2018
Millennials: Serious 401k Savers or Struggling Spendthrifts?
Conflicting information has us (and everyone) confused. Retirement and investing research pegs Millennials as either responsible savers far…
March 19, 2018
Ascensus Announces Major 401(k) Hires
Ascensus channel management strategy grows as Kathleen Roche and Derek Vito join to strengthen advisor and broker-dealer relationships.
February 8, 2018
What Now? 401(k)s in the Wake of Tax Reform
401(k) Tax Reform explained—impact on retirement plans, HSAs, and state-run savings programs with insights from Ascensus’ David Musto.
January 8, 2018
Why Cash Balance Plans Make Sense for 401k Participants (and Advisors)
Steve Sansone is on a mission, and it involves cash balance plans. As the national sales consultant for…
October 24, 2017