Client Service November 3rd, 2023 Digital 529 Payments Drive Ascensus Accounts Past $1B Payments on the platform are predicted to skyrocket in the coming year, in part due to the ability to pay...
Products October 13th, 2023 Voya Focusing on PEPs, MEPs With Advisers, Says Top Exec The wealth solutions sales head made the comments at a LeafHouse conference as the firm announced it was nearing $90B...
Products October 5th, 2023 Investment Product and Services Launches Ascensus announces launch of American Funds PEP solution; Allspring Global Investments introduces custom SMA portal; Capital Group unveils adviser benchmark...
Products September 29th, 2023 Ascensus Hits $1B AUA in PEPs, Showing Continued Adoption The firm cites almost 650 employers in their pooled employer plans; meanwhile, Ameritas is launching a 403(b)-specific offering.
Deals & People September 26th, 2023 New Jersey Selects Vestwell as Secure Choice Savings Program Administrator The agreement marks the company’s seventh state-facilitated retirement partner.
Deals & People August 18th, 2023 The PLANADVISER Interview: David Musto, Chair and CEO, Ascensus The head of Ascensus discusses the importance of partnering with advisers to foster innovation in the retirement plan space.
Deals & People August 4th, 2023 Retirement Industry People Moves Ascensus expands NQDC sales team; The Standard promotes Angie Cuthill within individual annuities; Optima names Paul Fletcher head of its...
Deals & People July 14th, 2023 Ascensus Brings on Asset Management Executive as President Former Pendal Group CEO Nick Good will report to CEO and Chair David Musto.
Products June 15th, 2023 Betterment Launches 529 Education Savings Solution Users will be able to view their education savings alongside their other investments in one dashboard.
In Practice May 23rd, 2023 As States Add Retirement Programs, Private Providers See Growth This month, Minnesota and Missouri brought the count of state-facilitated retirement plans to 18. Small business providers say state engagement...
Deals & People April 6th, 2023 Retirement Industry People Moves Ascensus appoints Kennedy as VP; Pentegra announces Finnegan as SVP, General Counsel; and more.
Products March 21st, 2023 Ascensus Ugift Program Exceeds $3 Billion in Contributions The program to allow friends and family to contribute to a beneficiary’s account has seen gift total grow by 50%...