Ascensus

    OverviewSuggest Edit

    Ascensus is a provider of independent retirement and college savings services. It specializes in supporting retirement plans and college savings accounts, administering health savings accounts, as well as education and training services. The company serves financial institutions, employers, financial advisors, individuals, institutional partners, governments, and third-party administrators. 

    TypePrivate
    Founded1980
    HQDresher, US
    Websiteascensus.com
    Employee Ratings3

    Latest Updates

    Employees (est.) (Nov 2020)2,236
    Job Openings100
    Cybersecurity ratingBMore

    Key People/Management at Ascensus

    David Musto

    David Musto

    President and CEO
    Bob Guillocheau

    Bob Guillocheau

    Executive Chairman
    Jim Gearin

    Jim Gearin

    Chief Operating Officer
    James Lucania

    James Lucania

    Chief Financial Officer
    John Schroeder

    John Schroeder

    Chief Information Officer, Information Technology
    Carl Negin

    Carl Negin

    Chief Marketing Officer
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    Ascensus Office Locations

    Ascensus has offices in Dresher, Atlanta, Bellevue, Brainerd and in 27 other locations
    Dresher, US (HQ)
    200 Dryden Rd #4000
    Atlanta, US
    2951 Flowers Rd S #217
    Atlanta, US
    5901b Peachtree Dunwoody Rd #170
    Bellevue, US
    10900 NE 8th St #1310
    Brainerd, US
    415 8th Ave NE
    Burlington, US
    95 Connecticut Dr suite c
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    Ascensus Financials and Metrics

    Summary Metrics

    Founding Date

    1980

    Time since last funding

    2 years ago

    Ascensus investors

    Show all financial metrics

    Ascensus Operating Metrics

    Ascensus's Customers was reported to be 12 m in Aug, 2020.
    Aug, 2020

    Customers

    12 m

    Research Partners

    8

    Services Provided

    13
    Show all operating metrics

    Ascensus Acquisitions / Subsidiaries

    Company NameDateDeal Size
    NyhartNovember 25, 2019
    Goldleaf PartnersOctober 24, 2019
    BenecoAugust 12, 2019
    HR SimplifiedJune 27, 2019
    United Retirement Plan ConsultantsJune 04, 2019
    WrangleMarch 26, 2019
    Intac Actuaril Services Inc.July 03, 2018
    QBI LLCJune 27, 2018
    SES AdvisorsJune 19, 2018
    Swerdlin & Co.June 19, 2018
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    Ascensus Cybersecurity Score

    Cybersecurity ratingPremium dataset

    B

    87/100

    SecurityScorecard logo

    Ascensus Online and Social Media Presence

    Embed Graph

    Ascensus News and Updates

    Wind Point-backed Ascensus agrees to buy Callery

    Wind Point Partners-backed Ascensus Specialties agreed to acquire Callery, which produces boranes and specialty alcoholates. The deal is expected to closed within 30 days. Financial details were not disclosed. Wind Point originally acquired Ascensus from Dow Chemical in 2015.

    Ascensus Announces Acquisition of Contractor Retirement and Benefit Solutions Provider Beneco

    DRESHER, Pa., Aug. 9, 2019 /PRNewswire/ -- Ascensus—whose technology and expertise help millions of people save for retirement, education, and healthcare—has acquired Beneco, a leading provider of bundled retirement and health & welfare benefits administration solutions in the prevailing...

    Ascensus to buy HR Simplified

    Ascensus said June 27 that it agreed to buy HR Simplified. Financial terms weren’t announced. HR Simplified is a third-party administration firm that services consumer-directed health (CDH) plans and provides COBRA administration.

    Ascensus Expands Arizona Footprint with Agreement to Acquire Pension Strategies, Inc.

    DRESHER, Pa., May 21, 2019 /PRNewswire/ -- Ascensus—whose technology and expertise helps millions of people save for retirement, education, and healthcare—is pleased to announce that it has entered into an agreement to acquire Pension Strategies, Inc. The third-party administration (TPA)...

    Ascensus TPA Solutions, the Nation's Largest TPA, Becomes FuturePlan by Ascensus

    DRESHER, Pa., April 8, 2019 /PRNewswire/ -- Ascensus— whose technology and expertise helps millions of people save for retirement, education, and healthcare—has announced that its TPA Solutions group will become FuturePlan by Ascensus. This communicates the independence, flexibility,...

    Ascensus and Owners Genstar Capital and Aquiline Capital Partners Welcome New Investors, Led by Atlas Merchant Capital LLC, to Ownership Group

    DRESHER, Pa., Feb. 19, 2019 /PRNewswire/ -- Ascensus—whose technology and expertise helps millions of people save for retirement, education, and healthcare—is pleased to announce that owners Genstar Capital and Aquiline Capital Partners have welcomed new investors to their ownership group....
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    Ascensus Blogs

    ABLE Final Regulations Published in Federal Register

    IRS final regulations for administering Achieving a Better Life Experience (ABLE) account programs were published in today’s Federal Register. ABLE accounts permit the accumulation of... The post ABLE Final Regulations Published in Federal Register appeared first on Ascensus.

    IRS Clarifies Extended Due Date for Single-Employer DB Plan Contributions

    The IRS clarified today in IRS Notice 2020-82 that contributions to single-employer defined benefit plans due January 1, 2021, under the Coronavirus Aid, Relief, and... The post IRS Clarifies Extended Due Date for Single-Employer DB Plan Contributions appeared first on Ascensus.

    Pooled Plan Provider Registration Regulations Published

    The final regulations from the Department of Labor (DOL) outlining registration requirements for pooled plan providers of pooled employer plans were published today in the... The post Pooled Plan Provider Registration Regulations Published appeared first on Ascensus.

    DOL Final ESG Guidance Published

    Today’s Federal Register includes the DOL’s final rule prescribing fiduciary obligations when selecting plan investments—guidance initially focused on restricting the use of environmental, social, and... The post DOL Final ESG Guidance Published appeared first on Ascensus.

    DOL Issues Final Pooled Plan Provider Registration Regulations

    The Department of Labor (DOL) Employee Benefits Security Administration (EBSA) has issued a news release and pre-publication version of final regulations on registration requirements for... The post DOL Issues Final Pooled Plan Provider Registration Regulations appeared first on Ascensus.

    Federal Agencies Jointly Issue Final Rule on Transparency In Healthcare Coverage

    In response to President Trump’s Executive Order, Improving Price and Quality Transparency in American Healthcare to Put Patients First, the IRS, Department of Labor, and... The post Federal Agencies Jointly Issue Final Rule on Transparency In Healthcare Coverage appeared first on Ascensus.
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    Ascensus Frequently Asked Questions

    • When was Ascensus founded?

      Ascensus was founded in 1980.

    • Who are Ascensus key executives?

      Ascensus's key executives are David Musto, Bob Guillocheau and Jim Gearin.

    • How many employees does Ascensus have?

      Ascensus has 2,236 employees.

    • Who are Ascensus competitors?

      Competitors of Ascensus include Voya Financial, Axos Financial and Meta Financial Group.

    • Where is Ascensus headquarters?

      Ascensus headquarters is located at 200 Dryden Rd #4000, Dresher.

    • Where are Ascensus offices?

      Ascensus has offices in Dresher, Atlanta, Bellevue, Brainerd and in 27 other locations.

    • How many offices does Ascensus have?

      Ascensus has 34 offices.