Technology veteran brings 30-year perspective on technology disruption and digital transformation

FuturePlan by Ascensus, a leading national retirement TPA dedicated to helping advisors, recordkeepers, and plan sponsors deliver better outcomes for savers, has named Aaron McIsaac its new Head of FuturePlan Sales.

Ascensus—whose technology and expertise helps millions of people save for retirement, education, and healthcare—has announced the appointment of two new Regional Vice Presidents, Richard Eriksen Jr. and Taylor Harman, to the firm's retirement plan sales team.

Dresher, PA—Ascensus—whose technology and expertise helps millions of people save for retirement, education, and healthcare—announced the results of the Newport/PLANSPONSOR Executive Benefits survey report and have found that employers are increasingly turning to nonqualified retirement plans to attract and retain key talent and senior leaders. The report can be downloaded here.

Chris Brock and Nick Eschenheimer to Bring Expert Support to Financial Advisors and Their Clients

New Brand Positioning Promotes Financial Stability through Sponsorships and Digital Marketing Campaigns

Current Head of Sales Kasey Price Named President of FuturePlan, Effective August 1, 2022

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. 1, 2022.

Adds Veteran Industry Executive Scott Parry and Launches Platform to Improve Employer Experience

Dresher, PA—July 12, 2022—Ascensus—whose technology and expertise helps millions of people save for retirement, education, and healthcare—recently completed two major steps to continue revolutionizing its state-facilitated retirement program business.

Ascensus won Retirement Leader of the Year at the With Intelligence Mutual Fund & ETF Awards. The Annual Mutual Fund & ETF Awards recognize the funds, fund leaders, providers, marketers, trustees, and independent counsel who stood out for their successes, achievements, and contributions in 2022.

MASON, OH — Chard Snyder, a national third-party administrator of employee benefit solutions and wholly owned subsidiary of Ascensus, has been honored by WEX with a 2021 Partner Excellence Award for outstanding business achievements. The employee benefit solutions provider received the Service Innovator Award and was named a member of the Circle of Excellence at the annual WEX Spark Partner Conference held in Hollywood, Florida May 16-18, 2022.