4. Ascensus, LLC provides administrative and recordkeeping services. Many aspects of 401(k) plans are subject to compliance testing to ensure that higher paid employees and owners don’t benefit from the plan disproportionately in comparison with the rank-and-file employees. Section 1: Position Summary. 53% of Ascensus employees are women, while 47% are men. Whatever your level of experience,Ascensus can help you reach success and gain a view from the top. Health Insurance. It is not a broker-dealer or an investment advisor and does not provide tax, legal, or accounting services. It was founded in 1980; the head office is in Dresher, Pennsylvania. In the. Ascensus is the largest independent retirement and college savings services provider in the United States, helping over 6 million Americans save for the future. Ascensus ® and the Ascensus logo are trademarks of Ascensus, LLC. Depending on your interaction with Ascensus, other privacy policies may apply in addition to this Policy. Today’s top 52 Ascensus Customer Service jobs in United States. Ascensus and ShareBuilder Advisors, LLC are unaffiliated legal entities and each is responsible for its own separate products and services. Sharebuilder 401k is a marketing. Forgot Your Password? Date of Birth. Terms and Conditions | Privacy Management | Security © 2023 Ascensus, LLC. DRESHER, Pa. History and ownership. ET. Before investing in any 529 plan, please consider whether your or the beneficiary’s home state offers any state tax or other state benefits such as financial aid, scholarship funds, and protection from creditors that are only available. Ascensus provides administrative and recordkeeping services and is not a broker-dealer or an investment advisor. Although these accounts are primarily to help families save for education, their operation is similar in function to IRAs and HSAs. Need Assistance? If you are encountering any problems accessing your accounts, an Amundi. Vacation Days Purchase Plan*. It's Ascensus RP Link. Next. Please Sign In. This number represents the median, which is the midpoint of the ranges from our proprietary Total Pay Estimate model and based on salaries collected from our users. 6. He has over 25 years of industry and private equity experience at firms including Broadridge, US Trust/Bank of America, McKinsey, and ATT Capital. Depending on your interaction with Ascensus, other privacy policies may apply in addition to this Policy. Monday through Friday from 8:00 a. Email Address Restart Login Ascensus, LLC provides administrative and recordkeeping services. Price, who has served as head of Sales for FuturePlan since. Forgot Password? Our representatives are available to assist you with any questions or concerns. It is not a broker-dealer or an investment advisor and does not provide tax, legal, or accounting services. As the nation's largest independent retirement services provider, we give you the freedom to design the retirement program that will best fit your unique needs and employees. It is not a broker-dealer or an investment advisor and does not provide tax, legal, or accounting services. It is not a broker-dealer or an investment advisor and does not provide tax, legal, or accounting services. 4000 (2020) Website. Retirement Join your company's retirement plan today and start your journey to financial freedom. This Forms Checklist provides you with the date of the most current version of the designated form or document. Mindy O’Connor, Head of Business Development. Fax 218-825-5713 Email LPL-QRPDocuments@ascensus. Ascensus - Mobile Retirement Login. Ascensus, LLC provides administrative and recordkeeping services. It is not a broker-dealer or an investment advisor and does not provide tax, legal, or accounting services. Save for what matters−your way. 3. Ascensus is the largest independent recordkeeping services partner, third-party administrator, and government facilitator in the United States. Report. Now it is saying that Acsensus is blocking mint and refusing the connection. DRESHER, PA 19025. myaccount. Get Directions. It is not a broker-dealer or an investment advisor and does not provide tax, legal, or accounting services. 3. Ascensus, LLC provides administrative and recordkeeping services. Visit your employee website: myaccount. We would like to show you a description here but the site won’t allow us. FrontierTrust. Next. Please Sign In. US$ 302. 55 Ascensus jobs including salaries, ratings, and reviews, posted by Ascensus employees. If you would rather speak directly with a customer service representative, give us a call at 1-888-917-7117. is an American financial services company. m. Ascensus - Participant Login. For general inquiries, please email customercare@ascensustrust. Remote - August 9, 2023. Before investing in any 529 plan, please consider whether your or the beneficiary’s home state offers any state tax or other state benefits such as financial aid, scholarship funds, and protection from creditors that are only available. It is not a broker-dealer or an investment advisor and does not provide tax, legal, or accounting services. User ID: Password: Ascensus Employee. It is not a broker-dealer or an investment advisor and does not provide tax, legal, or accounting services. Advanced Sales Call Center. It offers savings plans of various kinds. Ascensus ® and the Ascensus logo are trademarks of Ascensus, LLC. Average of 7 Customer Reviews. Many aspects of 401(k) plans are subject. com and view the broad range of solutions that allow financial advisers to choose how they want to work with their clients. Ascensus and Morningstar Associates LLC are not affiliated with VMC, VGI, or any of their affiliates. Before investing in any 529 plan, please consider whether your or the beneficiary’s home state offers any state tax or other state benefits such as financial aid, scholarship funds, and protection from creditors that are only available. Back to Login. Helping grow your book of business We are dedicated to helping you establish and manage your clients' plans with unparalleled choices, industry-leading expertise, and exceptional service. Get immediate online access to your clients' Ascensus-administered 529 plans with 529 QuickView. Tracking progress to personal retirement goals. It is not a broker-dealer or an investment advisor and does not provide tax, legal, or accounting services. Ascensus has partnered with financial advisors to bring retirement solutions to millions of people for more than 40 years. No more sorting through stacks of paper, fumbling through files, or waiting for the latest account information to be mailed. Monday through Friday from 8:00 a. Ascensus, LLC provides administrative and recordkeeping services. Before investing in any 529 plan, please consider whether your or the beneficiary’s home state offers any state tax or other state benefits such as financial aid, scholarship funds, and protection from creditors that are only available. Google Chrome for Android. 3. We can help. The average Ascensus hourly pay ranges from approximately $18 per hour for a Call Center Representative to $61 per hour for a Manager. Ascensus, LLC provides administrative and recordkeeping services. Ascensus, LLC provides administrative and recordkeeping services. Ascensus, LLC. 701-271-3460 - Estate or Wealth Management Inquiries. Before investing in any 529 plan, please consider whether your or the beneficiary’s home state offers any state tax or other state benefits such as financial aid, scholarship funds, and protection from creditors that are only available. Locations. Our collection of technical reference manuals for your staff contains rules, regulations, and authoritative guidance. Retirement Plans. m. Proudly recognized as 2018’s Best IRA Custodian specializing in Alternative Asset Custody with superior technology and customer service. Call 800-346-3860, option 2, suboption 3 or email education@ascensus. Ascensus employees rate the overall compensation and benefits. is an American financial services company. April 1, 2021. Welcome to Ascensus Help. If you have any questions, please contact Participant Services at 888-652-8086. - Ascensus - RPLink I'm currently getting these errors depending on the retry attempt: - BID = 67371 - BID = 66684 - BID = 67733 Any ideas? 0. com Regular Mail Express or Overnight Mail Ascensus DCS Unit Ascensus DCS Unit PO Box 577, Fort Washington, PA 19034 575 Pinetown Road #577, Fort Washington, PA 19034 If you have any questions, please contact the Ascensus Document Compliance Service Team at 844-858-6078. 6 million participants. Advisor login. PAi provides 401(k) retirement savings solutions to small businesses nationwide. This six-week online course provides the tools to build a solid IRA knowledge base and become certified as a Certified IRA Specialist (CIS) I. It is not a broker-dealer or an investment advisor and does not provide tax, legal, or accounting services. Advice services and educational services on this website are provided by Morningstar Associates LLC. Get Started Welcome to Ascensus Login Problems How often is my account information updated? What is a redemption fee? Specific questions about my retirement plan Login Problems If you are sent back to the Account Login page. 4000 (2020) Website. Safeguarding your assets, personal information, and privacy is one of our. 200 Dryden Rd E Upper Dublin Twp PA 19025. All rights reserved. Terms and Conditions | Privacy Management | Security © 2023 Ascensus, LLC. m. In 2022, Ascensus, Newport, and PAi joined to form one company. We provide complete administration. At Ascensus, we care about what’s important to you and want you to succeed. ascensus. It is not a broker-dealer or an investment advisor and does not provide tax, legal, or accounting services. Please enter your UserID below. Ascensus will have no obligation to notify Client of any plan compliance failure except to its reasonable knowledge the failure of Client to timely amend its plan document for regulatory purposes. Before investing in any 529 plan, please consider whether your or the beneficiary’s home state offers any state tax or other state benefits such as financial aid, scholarship funds, and protection from creditors that are only available. Depending on your interaction with Ascensus, other privacy policies may apply in addition to this Policy. View our forms collections. This number represents the median, which is the midpoint of the ranges from our proprietary Total Pay Estimate model and based on salaries collected from our users. Customer Service Representative professionals have also rated Ascensus with a 3. Salary ranges can vary widely depending on many important factors, including education, certifications, additional skills, the. The company is a premier savings program service provider, third-party administrator, and government savings facilitator. The "Most Likely Range" represents. Back to Login. 26 Apr, 2021, 10:30 ET. 800-411-6971 - Website InquiriesDepending on your interaction with Ascensus, other privacy policies may apply in addition to this Policy. 09/06/2023. Representatives are available from Monday to Friday, 8AM to 5PM Eastern Time. 866-794-2950 - Ascensus Trust IRA Inquiries. 1, 2022. Ascensus - Mobile Retirement Login. This week’s #TrendingPV2022 is Ascensus. Get StartedThe average Ascensus salary ranges from approximately $39,371 per year for a Call Center Representative to $202,647 per year for a Director. It is not a broker-dealer or an investment advisor and does not provide tax, legal, or accounting services. Depending on your interaction with Ascensus, other privacy policies may apply in addition to this Policy. Ascensus, LLC provides administrative and recordkeeping services. The fee is generally used to defray fund costs associated with the redemption. Website. Fortunately, Ascensus has the tools you need to streamline the Cycle 3 restatement process in. Ascensus, LLC provides administrative and recordkeeping services. P. Ascensus pre-approved QRP document sponsors will receive email communications from RPS-ContractAdministration@ascensus. 0. Log in with your existing username and password. All rights reserved. Creating positive online experiences for your clients. e. Featured each month are some of those questions—and the answers. , April 26, 2021 /PRNewswire/ -- Ascensus announced today that funds managed by Stone Point Capital, the Greenwich, CT -based private equity firm. There are a bunch of Vanguard options, but don't know which (if any) are for the Ascensus administrated plan. Ascensus - Retirement LoginAscensus provides program management and administration services for 42 plans across 25 states and the District of Columbia with over $174 billion in assets under administration. The average salary for Retirement Service Consultant at companies like ASCENSUS in the United States is $165,800 as of September 25, 2023, but the range typically falls between $123,070 and $208,529. All rights reserved. I don't think there is any way around it. Whichever path you choose, our experts will be here to support you with industry expertise and exceptional service, every step of the way. Monday - Friday, 9 am - 8 pm EST. The average Ascensus hourly pay ranges from approximately $19 per hour for a Call Center Representative to $58 per hour for a Manager. 51 per hour, in the United States. Feb 9, 2022. Full-service administration. The average salary for Client Relationship Manager at companies like ASCENSUS in the United States is $113,443 as of September 25, 2023, but the salary range typically falls between $93,469 and $133,417. How It Works. The estimated base pay is $20 per hour. 5Available for most 529 plans serviced by Ascensus. 800-411-6971 - Website Inquiries Depending on your interaction with Ascensus, other privacy policies may apply in addition to this Policy. 3 (38) investment manager. pay? Ascensus, Inc. To help employers build a plan that meets their needs, Ascensus offers full-service and recordkeeping-only 401. ET. Ascensus, LLC provides administrative and recordkeeping services. com. All Rights Reserved. It is not a broker-dealer or an investment advisor and does not provide tax, legal, or accounting services. Ascensus ® and the Ascensus logo are trademarks of Ascensus, LLC. At Ascensus, we care about what’s important to you and want you to succeed. User ID: Password: Ascensus Employee. Ascensus, LLC provides administrative and recordkeeping services. That’s why we offer a wide range of benefits, such as student loan refinancing, healthy living programs, paid volunteer time off, and more. It is not a broker-dealer or an investment advisor and does not provide tax, legal, or accounting services. The most common ethnicity at Ascensus is White (72%). Firefox. Ascensus is the largest independent recordkeeping services provider, retirement plan third-party. We believe everyone deserves to feel financially secure, and together, we're better. It is not a broker-dealer or an investment advisor and does not provide tax, legal, or accounting services. As the nation's largest independent recordkeeping services provider, third-party administrator, and government savings facilitator, Ascensus has a unique perspective on how people are saving for the future. 5. It offers savings plans of various kinds. Fax 218-825-5713 Email PershingPlanDocs@ascensus. Salary: $108,993. By Gregg Greenberg. of industry experience, Ascensus has the insight and knowledge to help you succeed. Ascensus, LLC provides administrative and recordkeeping services. Depending on your interaction with Ascensus, other privacy policies may apply in addition to this Policy. It is not a broker-dealer or an investment advisor and does not provide tax, legal, or accounting services. Open form follow the instructions. Ascensus —whose technology and expertise help millions of people save for retirement, education, and healthcare—and Newport, the Walnut Creek, California-based retirement services provider—announced today that the two companies have closed their previously announced merger, the first step in their journey together as a combined. Terms and Conditions | Privacy Management | Security © 2023 Ascensus, LLC. 1. An Ascensus representative is ready to help assist you and answer questions Monday through Friday, 8:00 A. Customer Service Representatives make $32,260 per year on average, or $15. Password. Let our IRA consultants show you what we. Whether you’re looking for administrative solutions, forms, document services, or ERISA consulting, Ascensus can do. com. is an American financial services company. m. * We offer a single source for implementation, recordkeeping, administration, client service, marketing, and investment services. If you need assistance or would like to update your forms inventory, contact a Customer Service Representative at customersupport@ascensus. We believe everyone deserves to feel financially secure, and together, we're better positioned than ever to advance that mission. 529 Fit is designed to leverage your business’s. Ascensus provides administrative and recordkeeping services and is not a broker-dealer or an investment advisor. Based on the company location, we can see that the HQ office of Ascensus is in DRESHER, PA. 56 reviews from Ascensus employees about working as a Customer Service Representative at Ascensus. Date of Birth. It is not a broker-dealer or an investment advisor and does not provide tax, legal, or accounting services. In 2015, Ascensus was offered for sale by private equity investment firm JC Flowers. Ascensus, LLC provides administrative and recordkeeping services. Investment advisory services are provided by ShareBuilder Advisors, LLC, an SEC-registered investment advisor. Ascensus, LLC provides administrative and recordkeeping services. 630-531. It is not a broker-dealer or an investment advisor and does not provide tax, legal, or accounting services. Ascensus, LLC provides administrative and recordkeeping services. com Regular Mail Express or Overnight Mail Ascensus DCS Unit Ascensus DCS Unit PO Box 577, Fort Washington, PA 19034 575 Pinetown Road #577, Fort Washington, PA 19034 If you have any questions, please contact the Ascensus Document Compliance Service Team at 888-656-2707. Retirement plans served, with a focus on helping. Carolyn Fraser, Head of Internal Sales. Ascensus, LLC provides administrative and recordkeeping services. 486 (Rev. All Rights Reserved. Retirement is deeply personal. Sales representatives and contacts. 503-333-4341. Who can I contact if I have a question about my IRA with Alliance Bernstein and Ascensus Trust? You can call Alliance Bernstein directly at 800-221-5672. Trust & Custodial Services. Vanguard will offer a bundled 401 (k) and profit-sharing plan service for companies with assets of less than $20 million through a partnership with Ascensus. Email Address Restart LoginAscensus, LLC provides administrative and recordkeeping services. Depending on your interaction with Ascensus, other privacy policies may apply in addition to this Policy. Found it. It is not a broker-dealer or an investment advisor and does not provide tax, legal, or accounting services. All rights reserved. View all Ascensus jobs in Charleston, SC - Charleston jobs - Client Services Manager jobs in Charleston, SC; Salary Search: Client Service Manager (457 Plan Experience Preferred) salaries in Charleston, SC; See popular questions & answers about Ascensus Jason Crane, Head of Retirement Distribution. The fee is generally used to defray fund costs associated with the redemption. ; Make sure that Cookies is turned on. Ascensus® and Ascensus® logo are registered trademarks used under license by Ascensus, LLC. Please Sign In. [2] [3] History and. Terms and Conditions | Privacy Management | Security © 2023 Ascensus, LLC. 5 million (2018) Number of employees. Sharebuilder 401k is a marketing. IRA Ascensus December 15, 2022 Compliance & Operations, IRA, IRS, Traditional IRA, Roth IRA, SIMPLE IRA Plan, SEP Plan, Qualified Retirement Plan, Distribution, Form 1099-R, Reporting Selecting the Correct IRS Form 1099-R Box 7 Distribution CodesThe estimated total pay for a Customer Service Representative at Ascensus is $20 per hour. Retirement plan portability can be confusing, not only for IRA owners and plan participants, but for financial organization personnel. Welcome to Ascensus Forgot Your Password? Date of Birth Format: mm/dd/yyyy Zip Code Back to LoginWelcome to the Ascensus new user registration. Welcome to the Ascensus new user registration. Insurance Ascensus's Social Media. We have options for whatever role you play in helping Americans save for the future. It is not a broker-dealer or an investment advisor and does not provide tax, legal, or accounting services. Social Security Number. Victoria launches the race into. HQ. S. Ascensus, LLC provides administrative and recordkeeping services. Managing retirement plan administration pre-COVID was already a challenge. Depending on your interaction with Ascensus, other privacy policies may apply in addition to this Policy. Count on us to help keep your plan compliant and to deliver high levels of service and support, including proactive notifications to support plan administration. pays its employees an average of $76,269 a year. VGI has entered into an agreement with Ascensus, LLC. I can't say anything bad about a company that starts matching what you contribute at 4% right away from the beginning, has an hsa, flsa, and 529 for your kids, and even will put in the. Dresher, PA — July 13, 2022 — Ascensus —whose technology and expertise helps millions of people save for retirement, education, and healthcare— announced today that Kasey Price will assume the role of President of FuturePlan by Ascensus on Aug. Before investing in any 529 plan, please consider whether your or the beneficiary’s home state offers any state tax or other state benefits such as financial aid, scholarship funds, and protection from creditors that are only available. e. And most of all, they saved us from a very bad situation. 1. Ascensus provides administrative and recordkeeping services. Fax 218-825-5713 Email [email protected] or considered imputed knowledge of Ascensus. About Ascensus . Average Ascensus hourly pay ranges from approximately $13. Last Modification Date: August 12, 2015 11:21:46Our cybersecurity response program is designed to help keep your financial information safe and is intended to comply with applicable federal and state laws. It is not a broker-dealer or an investment advisor and does not provide tax, legal, or accounting services. Salary ranges can vary widely depending on many important factors, including education, certifications, additional skills. Dresher, PA—April 8, 2022 — Ascensus —whose technology and expertise help millions of people save for retirement, education, and healthcare—and Newport, the Walnut Creek, California-based retirement services provider—announced today that the two companies have closed their previously announced merger, the first step in. As one of the largest document providers in the industry, Ascensus’ forms are kept up to date to reflect the latest compliance requirements and regulatory changes. Ascensus, LLC provides administrative and recordkeeping services. By using this system, whether in authorized or unauthorized manner. Former Customer Service Representative in East Los Angeles, CA, California. Enter Email Address. So, if you notice the Ascensus logo or brand. Depending on your interaction with Ascensus, other privacy policies may apply in addition to this Policy. Ascensus and Morningstar Associates LLC are not affiliated with VMC, VGI, or any of their affiliates. Integrity Always ®. This is both our passion and expertise. It is not a broker-dealer or an investment advisor and does not provide tax, legal, or accounting services. Ascensus, LLC provides administrative and recordkeeping services. , web page address) of the location where the copyrighted work exists or a copy of the copyrighted work;Ascensus, LLC provides administrative and recordkeeping services. November 2021. is an American financial services company. It is not a broker-dealer or an investment advisor and does not provide tax, legal, or accounting services. View Forms & Document Services. The newly combined. Ascensus, LLC provides administrative and recordkeeping services. You will need to enter your personal information, create a user ID and password, choose a security question, and select. Retirement Markets 2021. 8% of Ascensus employees are Asian. Ascensus helps millions of people save for a better future. People Matter. It is not a broker-dealer or an investment advisor and does not provide tax, legal, or accounting services. Ascensus Login | ShareBuilder 401k. Ascensus will prepare and post the signature ready documents to our secure electronic signature website, Sertifi. 1655 43rd St S STE 100, Fargo, ND 58103-3582. Back to Login. Before investing in any 529 plan, please consider whether your or the beneficiary’s home state offers any state tax or other state benefits such as financial aid, scholarship funds, and protection from creditors that are only available. Ascensus ® and the Ascensus logo are trademarks of Ascensus, LLC. Before investing in any 529 plan, please consider whether your or the beneficiary’s home state offers any state tax or other state benefits such as financial aid, scholarship funds, and protection from creditors that are only available. Mandatory redemption fees are charged by some funds for short-term trades, i. Did you know we have a mobile app? Get secure, one-touch access to your account with READYSAVE ™Ascensus, LLC provides administrative and recordkeeping services. Headquarters. Whether your needs are simple or sophisticated, we have a retirement solution for you. This solution lets the TPA focus on plan design and compliance, while we handle the plan's recordkeeping and investments. Avg. Depending on your interaction with Ascensus, other privacy policies may apply in addition to this Policy. Ascensus provides administrative and recordkeeping services. Safari for Desktop. Before investing in any 529 plan, please consider whether your or the beneficiary’s home state offers any state tax or other state benefits such as financial aid, scholarship funds, and protection from creditors that are only available. Ascensus, LLC provides administrative and recordkeeping services. Forgot Password? Our representatives are available to assist you with any questions or concerns. . Country City Address; United States: Dresher: 200 Dryden Rd #4000. It was founded. Ascensus 4. ( Permalink )Raghav leads corporate development and M&A strategy across the organization. For businesses: Promoting the 529 network of plans 529 Fit integrates with your business model to allow your customers or employees across the country to find a 529 plan suited to their situation and open an account. Before investing in any 529 plan, please consider whether your or the beneficiary’s home state offers any state tax or other state benefits such as financial aid, scholarship funds, and protection from creditors that are only available. Or click here Back to Course3Only tuition and fees for qualified k-12 schools up to $10,000 per year are eligible expenses. 3. Discover the industry leading self directed IRA Custodian. The collection includes IRAs, HSAs, SEP and SIMPLE IRA plans, IRA FAQs, and qualified plans.