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Ascensus

Ascensus
Regional

Ascensus Adds Roth SIMPLE IRA Option Under SECURE 2.0

July 9, 2026July 7, 2026 - by Timothy Alexander

DRESHER, PA — Ascensus has begun offering Roth contribution options for all new SIMPLE IRA plans, becoming one of the first retirement plan providers to implement a provision of the …

Ascensus Adds Roth SIMPLE IRA Option Under SECURE 2.0 Read More

Ascensus
Regional

Ascensus Targets Nonprofits With New 403(b) Pooled Plan

July 9, 2026July 7, 2026 - by Timothy Alexander

DRESHER, PA — Ascensus has launched a pooled employer plan for nonprofit organizations, expanding its retirement offerings as the company seeks to grow its presence in the market for outsourced …

Ascensus Targets Nonprofits With New 403(b) Pooled Plan Read More
FuturePlan by Ascensus
Regional

FuturePlan, Voya Launch Pooled Retirement Plan Offering

June 22, 2026June 22, 2026 - by Timothy Alexander

DRESHER, PA — FuturePlan by Ascensus and Voya Financial have launched a new pooled employer plan designed to give businesses access to shared retirement plan administration while maintaining investment flexibility …

FuturePlan, Voya Launch Pooled Retirement Plan Offering Read More

Ascensus
Regional

Ascensus Backs Nonprofitly to Expand State Savings Programs

June 21, 2026June 20, 2026 - by Timothy Alexander

DRESHER, PA — Ascensus has made a strategic investment in education-savings technology provider Nonprofitly, deepening a decade-long partnership aimed at expanding state-run child savings account programs that collectively hold more …

Ascensus Backs Nonprofitly to Expand State Savings Programs Read More
Business News
Regional

FuturePlan Expands Sales Coverage Across Key Retirement Markets

June 15, 2026June 15, 2026 - by Timothy Alexander

DRESHER, PA — FuturePlan by Ascensus has added three sales consultants in California, New England, and Texas as retirement plan providers compete for advisor relationships and regional market share in …

FuturePlan Expands Sales Coverage Across Key Retirement Markets Read More

Ascensus
Regional

Ascensus Earns RegTech Award as Compliance Demands Grow

June 10, 2026June 9, 2026 - by Timothy Alexander

DRESHER, PA — Ascensus has been recognized by FinTech Futures for its regulatory technology platform, underscoring the growing role of compliance-focused software as banks and financial institutions face increasingly complex …

Ascensus Earns RegTech Award as Compliance Demands Grow Read More
Ascensus
Regional

Ascensus Adds Retirement Executives as Acquisition Expands Reach

May 30, 2026May 29, 2026 - by Timothy Alexander

DRESHER, PA — Ascensus has appointed two retirement-industry executives to senior leadership roles as the company prepares to expand its retirement-plan capabilities through its pending acquisition of AmericanTCS. The company …

Ascensus Adds Retirement Executives as Acquisition Expands Reach Read More

Ascensus
Regional

Ascensus Expands Retirement Platform With AmericanTCS Deal

May 23, 2026May 21, 2026 - by Timothy Alexander

DRESHER, PA — Ascensus entered into a definitive agreement to acquire AmericanTCS, expanding its retirement, trust and custody, and retirement technology capabilities as consolidation accelerates across the workplace savings and …

Ascensus Expands Retirement Platform With AmericanTCS Deal Read More
Ascensus
Regional

Ascensus Adopts PlanPort Platform for Retirement Plan Review Workflows

April 27, 2026April 26, 2026 - by Timothy Alexander

NEWARK, DE — Ascensus has begun using PlanPort’s AI-enabled platform to support select operational workflows related to retirement plan document review.

Ascensus Adopts PlanPort Platform for Retirement Plan Review Workflows Read More
Ascensus
Regional

Ascensus Names Dan Morrison President of Retirement

April 15, 2026April 14, 2026 - by Timothy Alexander

DRESHER, PA — Ascensus said it recently appointed Dan Morrison as president of its Retirement business, where he will oversee operations and help advance the company’s long-term strategy.

Ascensus Names Dan Morrison President of Retirement Read More

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