Browsing Tag
Ascensus
52 posts
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
What Health Care Confusion Means for HSA’s Future
Discover how HSA and Affordable Care Act changes may affect savings, coverage, and future healthcare planning.
August 7, 2017
6 Trends Seen in America’s Retirement Plans
Employer 401k matches and automatic features are a win for all involved. Anyone needing more evidence can find…
June 20, 2017
Why It’s Time to Look at Cash Balance Retirement Plans
Mega-recordkeeper and retirement plan provider Ascensus announced Tuesday that it has acquired Kravitz as part of a broader…
June 7, 2017
401(k) Fee Fight Moves Forward Despite Fiduciary Delay
Whatever happens in the never-ending (and maddening) fiduciary rule saga, the momentum from 401(k) commissions to fees is…
March 17, 2017
Service Provider Ascensus Perfectly Positioned for This 401k Trend
Right place, right time. Ascensus, the nation’s largest independent 401k and college savings service provider, had a hectic 2016,…
January 16, 2017
First State-Based 401(k) Plan Chooses Its Provider
The Oregon Retirement Savings Plan, which claims to be the first state-run 401(k) plan, has approved service-provider giant Ascensus.
December 11, 2016
HSAs Gain (Serious) Traction in Retirement Planning
Health Savings Accounts (HSA) plans are on the rise. The number of assets in HSAs “rose steadily” to…
November 30, 2016