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Ascensus

Ascensus
Regional

Ascensus Taps John Shapiro to Lead Product Strategy

September 29, 2026September 28, 2026 - by Timothy Alexander

DRESHER, PA — Ascensus named John Shapiro chief product officer, putting the former Lightspeed Commerce executive in charge of an enterprise-wide product strategy aimed at more closely connecting client needs, …

Ascensus Taps John Shapiro to Lead Product Strategy Read More

Ascensus
Regional

Ascensus Sees AI Reshaping Executive Retirement Plans

September 22, 2026September 21, 2026 - by Timothy Alexander

DRESHER, PA — Employers are increasingly positioning nonqualified deferred compensation plans as both an executive retention tool and a financial-planning benefit, while 84% expect artificial intelligence to improve decisions about …

Ascensus Sees AI Reshaping Executive Retirement Plans Read More
Ascensus
Regional

Ascensus Names Edward Greene HR Chief as Company Grows

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

DRESHER, PA — Ascensus named Edward Greene chief human resources officer effective Sept. 14, placing the former Iron Mountain HR executive in charge of the company’s workforce strategy as the …

Ascensus Names Edward Greene HR Chief as Company Grows Read More

Ascensus
Regional

Stone Point, Genstar Take Equal Stakes in Ascensus

August 28, 2026August 27, 2026 - by Timothy Alexander

DRESHER, PA — Stone Point Capital and Genstar Capital will take equal ownership stakes in Ascensus under a new investment structure that brings Genstar back as an owner and gives …

Stone Point, Genstar Take Equal Stakes in Ascensus Read More
Ascensus
Regional

Ascensus Expands 401(k) Tools to Ease Small-Business Burden

August 20, 2026August 18, 2026 - by Timothy Alexander

DRESHER, PA — Ascensus expanded its small-business retirement platform with administrative fiduciary services and a new 401(k) option featuring Vanguard investments, seeking to reduce the compliance workload that can complicate …

Ascensus Expands 401(k) Tools to Ease Small-Business Burden Read More

Ascensus
Regional

Ascensus Expands Retirement Platform With AmericanTCS Deal

August 14, 2026August 12, 2026 - by Timothy Alexander

DRESHER, PA — Ascensus has completed its acquisition of AmericanTCS, expanding the financial-services company’s retirement, trust and custody, and technology operations as it seeks greater scale serving advisors, recordkeepers, third-party …

Ascensus Expands Retirement Platform With AmericanTCS Deal Read More
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

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