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Had Vanguard not announced plans to sell its Individual 401(k)s, SIMPLE IRAs, and multi-participant SEP-IRAs to Ascensus, I wouldn’t have bothered to look for a fee lower than the minuscule 0.04%.
5,500 (2023 [2]) Website. www.ascensus.com. Ascensus, LLC. is an American financial services company that provides financial recordkeeping, tax-advantaged savings and retirement plan services. As of 2024, the company reports that it manages more than 14 million accounts and oversees more than $808 billion in assets under administration.
People love 401(k) plans because they're simple, contributions are automatic and, in many cases, they offer free money in the form of matching employer funds. Unlike Roth IRAs and annuities ...
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In August 2016, the Department of Transportation approved the largest loan in the department's history, $2.45 billion to upgrade the passenger train service in the Northeast region. The $2.45 billion will be used to purchase 28 new train sets for the high-speed Acela train between Washington through Philadelphia, New York and into Boston.
Ascensus was ranked on the Inc. 5000 for 2015 and 2017 for 93% and 65% growth and revenues of $275M and $302M, respectively. [11] [12] Ascensus was also named one of the top five firms most likely to earn new business by retirement plan sponsors looking to switch recordkeepers in the nationwide Retirement Planscape® survey by Cogent ReportsTM ...
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