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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.
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%.
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 ...
Ascensus Enters into Agreement to Acquire 529 Plan Administration Business from Sallie Mae DRESHER, Pa. & NEWARK, Del.--(BUSINESS WIRE)-- Ascensus, the nation's largest independent retirement plan ...
About one-third said they'd tapped their 401(k) or other retirement plan for a loan, early withdrawal or a hardship withdrawal, a share that Transamerica described as "concerning." The top reasons ...
After 16 years as President & CEO of NRS, and 40 years of service in the qualified retirement plan administration industry, Mr. Sciarra sold NRS to a pension administration and record keeping company, Ascensus, in December, 2016. Mr. Sciarra is currently a business consultant and conference speaker for a wide range of businesses and industries.
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