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Revenue. US$ 302.5 million (2018) Number of employees. 4,000 (2020) Website. www .ascensus .com. Ascensus, LLC. is an American financial services company. It offers savings plans of various kinds. It was founded in 1980; the head office is in Dresher, Pennsylvania.
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Here are the biggest mistakes you can make with your 401 (k) and how to avoid them. 1. Not making saving a habit. Not contributing enough, not contributing consistently and not increasing ...
A 3(38) fiduciary manages the portfolio for a 401(k) plan. This person has the authority to buy and sell assets, make strategic decisions and otherwise handle all aspects of the account’s investing.
Contributions to these plans are typically expressed as a percentage of your annual salary. For example, if you earn $75,000 per year, and your contribution rate is 10%, you would save a total of ...
Registered investment adviser. A registered investment adviser ( RIA) is a firm that is an investment adviser in the United States, registered as such with the Securities and Exchange Commission (SEC) or a state's securities agency. The numerous references to RIAs within the Investment Advisers Act of 1940 popularized the term, which is closely ...
FuturePlan by Ascensus, the firm’s third-party administration (TPA) line of business, is the largest retirement TPA in the U.S. Ascensus is a NAFCU (National Association of Federally-Insured Credit Unions) Preferred Partner for the document, compliance, IRA, and health savings account (HSA) administrative services and technology it offers to ...
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