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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.
80% rule for retirement income: Aim to replace 80% of your pre-retirement income to maintain your current lifestyle. This rule accounts for reduced retirement expenses, such as commuting and work ...
This ability to defer taxes allows your retirement savings to grow tax-free over time. You can tap into these accounts penalty-free once you’re 59 1/2 or older. Before that, you’ll face a 10% ...
I’m taking my Individual 401(k) away from Vanguard now because next month it’s selling many of its small-business retirement accounts, including mine, to a company called Ascensus, LLC. I have ...
5 steps for managing your money in retirement. As you’re planning for your retirement, you’ll need to forge ahead as best you can. You won’t have the safety of a job to bolster your finances ...
Ascensus, founded in 1980 and based in Dresher, Pennsylvania, [ 1] is the largest independent recordkeeping services provider for retirement, government, and health savings plans in the United States, with more than $291 billion in assets under administration. [ 2] The firm expanded into the health benefits administration space through the ...
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