Ascensus

Managing state auto-IRAs has never been easier. Our expanded partnership with Payroll Integrations enables seamless 360-degree payroll integration between our recordkeeping platform and payroll providers.  This partnership supports our commitment to offering leading-edge technology solutions, giving businesses more options for managing and administering state auto-IRAs throughout the account lifecycle. It's another way we simplify retirement program management for employers. 

Join us at Ascend 2025, a leading education conference for the retirement industry. ◼️ Customize your experience with over 30 courses on IRA, HSA, qualified plans, education savings, and thought leadership. ◼️ Network with top industry experts. ◼️ Earn CE credits for more than 20 industry designations.   Learn more and register today: https://lnkd.in/eDHeG7td

Want to save time managing your retirement plan? Pooled employer plans (PEPs) and multiple employer plans (MEPs) can simplify administration and offer advantages for employers. 🎧 In this PEPCAST episode, Dale Essenmacher, VP, Business Development, Pooled Plans, breaks down how pooled retirement plans work—and why more employers are getting on board. In this episode, you’ll learn: ✅ The origins of MEPs and PEPS ✅ Why PEPs are becoming popular with employers ✅ How to choose the right pooled plan provider (PPP) Listen to the full episode today. Link in comments.

Is your bank-owned life insurance (BOLI) program set up for long-term success? Having the right team behind your BOLI program is crucial. Discover the 6 best practices for building a successful BOLI program, and how Newport can help you assemble the ideal team.  https://lnkd.in/gcY-rmMJ 

Volatile markets can shake confidence—but long-term goals remain key.   Earlier this week, we saw a 43% jump in account access as savers kept a close eye on their retirement savings. If you’re feeling uncertain, you’re not alone. The good news? Many are staying the course and focusing on long-term goals as the best strategy for retirement success.   Explore practical tips for navigating volatility: https://lnkd.in/eeyPnaMS  

Supporting employees' retirement readiness is essential to business success. By partnering with Ascensus, you can provide your employees with a personalized 401(k) platform that features easy sign-ups, 24/7 access, and financial wellness resources. Give your employees the retirement experience they deserve: https://lnkd.in/ejhNgkDU

The Georgetown University Center for Retirement Initiatives has released its latest Retirement Savings Report, revealing insights into how state programs are beginning to move the needle to expand access for the first time in decades. As the leading provider of state-facilitated savings programs, trusted with more than 700,000 accounts and over $1.4 billion in total assets, we’re dedicated to expanding access to workplace savings for millions of Americans in partnership with state governments. Key Report Findings: ▪️State policies that facilitate workplace access to Auto-IRA accounts help address private sector retirement savings gaps. Programs like CalSavers and Illinois Secure Choice have seen meaningful participation and increased private sector plan formation, helping to close the access gap. ▪️Workers in states with Auto-IRAs are 20% more likely to save for retirement, with the largest gains among small employers and workers earning below the median income. ▪️47% of U.S. private sector workers over 18 still lack access to an employer-sponsored retirement plan. ➡️ Explore the full report to learn more: https://lnkd.in/gnsqpzZR

With tax season in full swing, now is the ideal time to explore the advantages of a nonqualified deferred compensation (NQDC) plan. NQDC plans provide a flexible, tax-advantaged, cost-effective supplement to traditional 401(k) and safe harbor 401(k) plans. Discover how an NQDC plan can be paired with a safe harbor or traditional 401(k) plan to enhance your retirement strategy, and how Newport can help: https://lnkd.in/en8j99a5

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.