Ascensus

Excited to hear Barbara Van Zomeren and Michael P. Kreps share their expertise on the new Trump Accounts in the latest episode of the State of Retirement podcast, hosted by Angela Antonelli from the Georgetown University Center for Retirement Initiatives. The federal pilot program’s $1,000 seed contribution for newborns could be a game-changer, but automatic enrollment is key to ensuring families who need it most don’t miss out. Let’s continue advocating for solutions that expand access and build financial security for all.   🎧 Listen here: https://lnkd.in/eqp5bWNM

Your retirement savings are valuable—help keep them safe with strong cybersecurity habits: ✅Use strong, unique passwords ✅ Enable multi-factor authentication (MFA) ✅ Monitor your accounts regularly for unusual activity Simple steps today can help safeguard your financial future tomorrow: https://lnkd.in/ep-yX7zz

Happy National TPA Day! Today, we’re celebrating our incredible TPA partners. Your expertise, dedication, and partnership are essential to delivering better retirement outcomes for savers. Thank you for all that you do—today and every day.

NQDC plans are powerful—and often misunderstood. Join us on October 29 at 2 p.m. ET for our advisor-focused webinar: NQDC: Breaking Down the Essentials. Whether you’re an investment professional or advising clients on executive benefits, this session will unpack the fundamentals, strategic value, and implementation of NQDC plans. Don’t miss the chance to deepen your expertise. Register now: https://lnkd.in/eZej8xXe

Happy National Savings Day! No matter where you are on your financial journey—advising clients, managing a plan, or planning your own future—saving is key to long-term success. Today is a great reminder to: ☑️ Review your savings goals ☑️ Explore new strategies ☑️ Take steps toward a secure financial future Check out our Savings Smarts video series for tips and support at every step: https://lnkd.in/eGbGR4gV

Today is #WorldMentalHealthDay. At Ascensus, we believe mental health is health and that everyone deserves access to support, connection, and care. This year’s theme—access to services during catastrophes and emergencies—reminds us that support must be available when it’s needed most. Whether it’s through our Lyra Health benefit, our Well-Being Champions, or our inclusive culture, we’re committed to helping our associates thrive. Let’s continue building workplaces where mental wellness is prioritized and stigma is reduced.

Today, Ascensus, the leading independent technology and service platform powering savings plans across America, announced that effective January 1, 2026, David Musto, Chair and Chief Executive Officer, will transition to the role of Executive Chairman. Nick Good, President, will succeed David as Chief Executive Officer. This transition reflects a strategic succession plan designed to ensure continuity of leadership for years to come. Since joining the Company in 2023, Nick has made significant contributions in partnership with David, advancing Ascensus’ transformation into a more client-centric, experience-driven organization. Nick has championed innovation across the business, including sharpening go-to-market strategy and execution, reimagining client and product experience, and advancing a culture of empowerment, professional growth, and client-first thinking. In his role as Executive Chairman, David will remain actively involved, providing strategic and operating counsel to Nick, the management team, and the Board. In addition, David will maintain accountability for key corporate and business development activities and will continue to shape Ascensus’ industry and government relationships. Read more about this exciting announcement: https://lnkd.in/dihzyNGk

We’re enhancing our IRAdirect express™ platform with powerful new integration capabilities—designed to minimize dual entry, reduce errors, and boost efficiency. Ascensus continues to deliver smarter, faster, and more compliant solutions for IRA and HSA administration. Learn more: https://lnkd.in/ev32gJdp  

Thank you to everyone who joined us in Scottsdale for the Newport Advisor Conference. This year’s theme, Accelerate: The Power of Partnership, was brought to life through expert-led panels on BOLI, COLI, and NQDC strategies, and keynotes from economist Marci Rossell and innovation strategist Steve Lerch. We’re grateful for the insights, energy, and collaboration that made this event so impactful. Here’s to accelerating forward together!

David Musto, Chair & CEO of Ascensus recently joined Lisa Kottler and Will Prest on the latest episode of Decoding Growth. While the topic was industry innovation and what’s ahead, the context was purpose, and the outcomes companies like Ascensus can deliver for savers. David noted: “What we’re really doing is leveraging technology and capabilities … all aligned against that objective of helping more savers save more. And that becomes very powerful …” It’s not just about what’s next—it’s about making the system stronger for the millions of Americans relying on it. 🎧 Listen to the episode today: https://lnkd.in/em8xVYjD