Ascensus

Discover how leading financial organizations are streamlining IRA, HSA, and ESA administration, and boosting efficiency while reducing risk. 💡 Download our latest whitepaper to learn more: https://lnkd.in/eA3qhjRu

Want to help small business clients pick the perfect retirement plan? ‣ SEP IRAs offer simple, flexible employer-only funding ‣ SIMPLE IRAs bring easy employee participation ‣ 401(k)s deliver higher contribution limits and robust protections Know their needs, guide their choices, and turn education into action. ➡️ Learn more: https://lnkd.in/eDBGHg3Q

Employers continue to refine their benefits strategies to meet evolving generational needs. The 2025–2026 Compensation, Retirement, and Benefits Trends Report highlights how employers are balancing cost control with modern, workforce-centric benefits, especially after years of pandemic-driven disruption. Key insights from the survey include: • Salary increases for 2026 are forecasted between 3.1% and 3.3%. • Ninety-eight percent of employers offer a qualified retirement plan. • Seventy-seven percent of organizations plan to implement financial wellness plans. ➡️ Read the press release to explore our findings and download a copy of the report: https://lnkd.in/esGnkARb

Miami, here we come! Ascensus is proud to be a Gold Sponsor of the Annual State-Facilitated Retirement Savings Program Network (SRSPN) Conference. As an innovator and leader in state auto-IRA program management, we’re excited to discuss legislative updates, best practices, and lessons learned—and turn those insights into meaningful, measurable impact for the 740,000+ savers we serve.

We’re still buzzing from last week’s 2026 Ascensus National Sales Conference! It was an inspiring week in Dallas with our retirement sales teams, leaders, and asset management partners as we came together under this year’s theme: Unlocking Possibility. Across the conference, we focused on how a tech‑forward, client‑forward mindset will continue to fuel our success—ensuring we prioritize our clients in every decision, streamline work for employers, empower advisors, and strengthen retirement outcomes for savers.   From thought-provoking discussions on the digital experience shaping the future of retirement, to an insightful session on PEPs and emerging market opportunities, the conversations were focused, future‑minded, and action‑oriented. We also took time to explore generational differences—reinforcing that every saver has unique needs and aspirations.   We’re heading into the year aligned, excited, and ready to unlock new possibilities.   Thank you to everyone who joined us and made it an unforgettable week.

New year, new milestone: Ascensus has surpassed $300 billion in total 529 assets under administration. As the nation’s largest provider of 529 plans, we support more than 8.5 million accounts across 51 plans in 31 states and Washington DC—helping families nationwide save for education.   Thank you to our state partners and the families we serve for your continued trust in us. ➡️ Learn more: https://lnkd.in/eUgNryGP

Remembering Dr. Martin Luther King Jr.’s teachings and legacy of service. #MLKDay

We're thrilled to welcome Rob Percival back to Ascensus as our Head of ABLE Solutions. “His deep industry expertise and proven track record in driving results make him the ideal leader to guide our ABLE business through this period of growth and transformation. With Rob at the helm, we will continue to innovate ABLE program design and expand capabilities that make ABLE accounts more accessible and more impactful for the investors who benefit from them.” – Peg Creonte, President of Government Savings. Learn more: https://lnkd.in/ef7Mwy7e

Ready to help your clients get more from NQDC plans in 2026? Enrollment may be over, but the real impact starts now. Discover how a strategic Q1 debrief and our free plan diagnostic can set the stage for stronger participation and better outcomes next season. Newport is ready to partner as an extension of your team, supporting you every step of the way. Our latest guide offers actionable insights for advisors, including: ✅ What matters most after enrollment ✅ What’s ahead for high earners under SECURE 2.0 ✅ Practical checklists for sponsors and participants Get the guide and start the new year strong: https://lnkd.in/eqS6k7h8

We are thrilled to announce that Nick Good has officially stepped into the role of Chief Executive Officer of Ascensus. This is the beginning of an exciting new chapter for our business as we enter 2026. Nick succeeds David Musto, who will continue to serve Ascensus as Executive Chairman. We extend our sincere thanks to David for his exceptional leadership, lasting impact, and unwavering commitment to our mission. We look forward to all the opportunities ahead under Nick’s leadership and remain focused on our purpose to help more savers save more.