Barb Yearout, president of Chard Snyder, an Ascensus company, contributed content about how individuals can make the most of their HSA accounts for investment ​purposes​ to the Cincinnati Business Courier.​​

In a recent PLANSPONSO​R article, Rick Irace, chief operating officer (COO) for Ascensus' Retirement line of business, talked about the importance of clean participant data when it comes to maintaining a healthy retirement plan. He notes that educating participants about why it’s important to keep their own data u​​​​​p to date is crucial to keeping data clean. He also discusses systems that Ascensus​​​​ has in place to ​​ensure that data is submitted accurately and points out that having clean data also reduces the risk of cybersecurity threats.​

Small-Market Retirement Plan Offering Includes Institutional-Quality Employee Services Such as Financial Wellness and Managed Accounts

OneDigital and Ascensus recently announced the availability of a co-created small market solution for retirement plans that brings institutional-quality employee services to plan participants.

In a recent Wealth Mana​gement​ article, Anna Johnson, RPS director of operations, talks about the importance of timing for employers who need to start the Cycle 3 restatement for 401(k) plans process.

In a recent ​​Citywire RIA article, Raghav Nandagopal discusses consolidation in the recordkeeping and TPA space and how scale creates competitive advantages necessary to compete in the modern retirement market.

Fortifies Expertise in ACA Compliance, COBRA Administration, and Eligibility Verification Services Within Health & Benefits Line of Business

Ascensus—whose technology and expertise help millions of people save for retirement, education, and healthcare—has entered into an agreement to acquire UnifyHR, a third-party administrator that provides employee benefits administration and compliance solutions including Affordable Care Act (ACA) compliance, Consolidated Omnibus Budget Reconciliation Act (COBRA) administration, and eligibility verification services. It will immediately become part of Ascensus' Health & Benefits line of business.

Experienced Sales Leader Will Continue to Oversee Organization's Northwest/Central Region

FuturePlan by Ascensus—a leading national retirement third-party administrator (TPA) that specializes in the delivery of customized retirement plan consulting and administration services—announces that Aaron McIsaac will assume divisional vice president (DVP) responsibilities for the organization's Southern California region as a result of DVP Greg Taylor's planned retirement. The change is effective June 30, 2021.

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.