Ascensus

We are excited to celebrate the accomplishments of?Jenny Logan and?Bob Zieser,?who were recently honored?at the?Defined Contribution Institutional Investment Association (DCIIA)?Leader and Rising Star Awards ceremony. Jenny?received?the?Rising Star Award, a testament to the significant impact she’s made towards making Ascensus more inclusive, particularly by leading our Neurodiversity Associate Resource Group (ARG).? Bob was honored with the?Leader Award, recognizing his exceptional contributions and leadership as the Executive Sponsor for the Mental Health Awareness ARG.? ?? Our Chair and CEO,?David Musto,?and Head of Core Retirement,?Jason Crane,?were also in attendance,?supporting Ascensus’ commitment to inclusion, belonging, and associate connection.

Congratulations to our partners at the?Pennsylvania Treasury?and the PA 529 Guaranteed Savings Plan on this milestone.????We're proud to have designed the READYSAVE 529 app, making it easier for families to manage their education savings anytime, anywhere.??

Women are at the forefront of change and innovation. We're proud to highlight some of the women of Ascensus who are leading our efforts to help more savers save more. This Women's History Month, we honor their drive, vision, and commitment to helping others create more secure financial futures.?

At Ascensus, we’re committed to driving your success through innovative solutions and continuous improvements. Our latest enhancements are designed to help you achieve more and elevate your client interactions: ? Advanced automation tools for streamlined operations ? In-depth market insights to stay ahead ? Expanded services for comprehensive support Discover how these upgrades can transform your business and empower your growth: https://lnkd.in/eAhejjFf

Join us in celebrating an incredible year of growth in our 529 education savings plan business, thanks to our talented associates and collaborative plan partners. ?? Since March 2024, we've onboarded 8 new 529 plans to our platform, giving us the privilege to serve an additional 1.4 million savers. ? Together with our partners, we're trusted to make education savings more accessible and affordable. The future of education savings is bright—and we're leading the way.

As the leader in education savings, trusted with?8 million 529 accounts, we are dedicated to breaking down the barriers families face in saving for future education expenses. Last?week, we experienced a wave of positive momentum as we joined many clients and partners at the College Savings Foundation annual conference to discuss growth strategies, trends, and opportunities for 529 plans. Our message? Let's start by treating employer-sponsored 529s as a must-have benefit, not an optional perk. How? By focusing on: ?? Community Asset Mapping – Moving beyond outreach to institutional-level integration. ?? 529s as a Problem-Solving Tool for Employers – Corporate scholarships & education assistance. ?? Aligning Marketing & Sales Strategy – Closing the gap for measurable impact. ? Together, we can make a difference in education savings and help families achieve their goals!

As an institutional retirement plan provider, is your operating model keeping up with your business needs? In Partnering for Growth, our new blog series, we look at how legislative changes, personalization, and industry consolidation are transforming the landscape for institutional providers—with insights that could reframe how you think about your current model. ?? Check it out today: https://lnkd.in/e5ySNADr

Thank you to all the sponsors who recognized Ascensus, making us #1?in?PLANSPONSOR’s Best in Class Defined Contribution Providers Survey.?We’re proud to make it easier for more business owners and their employees to save for retirement.??

Understanding your 401(k) is essential for building a strong financial future. Whether you are seasoned saver or just getting started, knowing the basics can make a big difference. ? Swipe through to help boost your savings knowledge. ? Interested in learning more? ?? https://lnkd.in/ettFXhCT

We're delighted to welcome?Phillip S. Gillespie our new Chief Legal, Risk and Compliance Officer. Glad to have you on board! Learn more: https://lnkd.in/eyAUNn4x