News Releases

Jay Hollis, John Krzeminski, and Lou DePonte Join Organization to Facilitate Continued Institutional Growth and Offer Enhanced Regional Support

FuturePlan by Ascensus—a leading national retirement third-party administrator (TPA) that specializes in the delivery of customized retirement plan consulting and administration services—is pleased to announce that the following individuals have been appointed to sales leadership roles: Jay Hollis, vice president, sales consultant for the Tennessee and Southern Kentucky regions; John Krzeminski, institutional sales support & business development relationship manager; and Lou DePonte, sales effectiveness principal.

The FuturePlan sales team's expansion is intended to grow relationships with strategic institutional recordkeeping and financial advisor partners while enhancing regional and consultative support for retirement plan clients.

Hollis will drive sales with financial advisors and strategic alliance platforms while also coordinating sales activities for key employer relationships. With more than 10 years of retirement industry experience from roles with Seven Hills Group and Taylor Wealth Solutions, Hollis fills the role vacated by Mark Wiggins, who was recently appointed as FuturePlan's divisional vice president for the Southeast and Southwest regions.

Krzeminski will cultivate institutional relationships to explore new opportunities and deepen FuturePlan's relationships with existing partners. His sales, relationship management, and project leadership skills have been honed during his more than 13 years of retirement plan industry experience at Vanguard, Lincoln Financial, and Quantum Strategies.

DePonte will participate in the development of—and ultimately be responsible for—the implementation and ongoing monitoring of FuturePlan's sales operations strategy. He brings more than 30 years of experience to his new position and previously held leadership roles at Prudential, The Phoenix Companies, and Hartford Life Insurance.

"In welcoming Jay, John, and Lou to the FuturePlan sales team, we're giving our key institutional partners, financial advisors, and business-owner clients access to more than 50 combined years of industry experience and expertise," states Kasey Price, FuturePlan's head of sales. "I look forward to working with them to develop and execute strategies to take FuturePlan's sales efforts to the next level and cement our organization's standing as a leading national retirement TPA."

Frank Castellvi Joins Retirement Plan Sales Team to Support Financial Advisors and Their Clients in the East Territory

Expert Consultant and Leader Will Expand Industry Partnerships, Strengthen Client Support in Southeast and Southwest Regions

FuturePlan by Ascensus—a leading national retirement third-party administrator (TPA) that specializes in the delivery of customized retirement plan consulting and administration services—is pleased to announce the appointment of Mark Wiggins as divisional vice president (DVP) for the Southeast and Southwest regions, which are key growth areas for the FuturePlan organization. He will report to Kasey Price, FuturePlan's head of sales.

Partnership with Financial Finesse Delivers Tailored Guidance to Employees
Ascensus—whose technology and expertise help millions of people save for retirement, education, and healthcare—has enhanced its financial wellness offering to include Financial Finesse’s Aimee^TM: Artificial Intelligence Motivating Employees Everywhere.

Ascensus announced today that funds managed by Stone Point Capital, the Greenwich, CT-based private equity firm specializing in financial services, along with GIC, Singapore's sovereign wealth fund, have entered into a definitive agreement to acquire Ascensus from its current private equity ownership group led by Genstar Capital, Aquiline Capital Partners, and Atlas Merchant Capital. Genstar Capital and Aquiline Capital Partners will maintain a minority stake in Ascensus.

Ascensus—whose technology and expertise help millions of people save for retirement, education, and healthcare—is pleased to announce that Teresa Hassara will join the company as president of its FuturePlan by Ascensus line of business effective April 12, 2021. She will immediately become a member of Ascensus' Operating Committee and report directly to David Musto, president and CEO of Ascensus.

Book-of-Business Transaction Boosts Ascensus' Compliance Expertise While Increasing Client Base for Health & Welfare Form 5500 Solutions

All Heritage BB&T Plans Successfully Transitioned to Ascensus Platform

Ascensus—whose technology and expertise help millions of people save for retirement, education, and healthcare—has completed the acquisition of the heritage BB&T bundled retirement recordkeeping business from Truist Bank that was announced on January 6, 2021. Financial terms of the deal, which closed on March 3, were not disclosed.

First-of-Its-Kind Education Savings App Makes It Easy for Users to Access Information, Track Progress, and Make Contributions

Firm Wins Most Best in Class Awards for Plans Up to $50MM in PLANSPONSOR Defined Contribution Survey