Corporate Culture

Ascensus, ​​whose technology and expertise help millions save for a better future, announced today that it has named Marc Mehlman its new Chief Financial Officer.

Experienced Sales Executive to Expand Institutional Solutions Sales Team

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

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.

HOWEY-IN-THE-HILLS, Fla. (May 24, 2022) – The Epson Tour and Ascensus have announced a three-year sponsorship agreement to make the company the official title sponsor of the Ascensus Race for the Card, the season-long chase for LPGA Tour membership. As the Official Qualifying Tour of the LPGA, the Epson Tour is in its 42nd year of structured competition.

Martha Slitt and David Johnson to Focus on Expanding Savings Solutions and Business Growth

Ascensus—whose technology and expertise help millions of people save for retirement, education, and healthcare—announced the appointments of Martha Slitt as Senior Vice President of Government Savings Business Development and David “DJ” Johnson as Head of Product for Government Savings. They will report directly to Peg Creonte, President of Ascensus Government Savings.

Slitt will focus on driving and supporting growth in the Government Savings business—collaborating with new partners, identifying and leading initiatives for growth within existing Ascensus plans, and managing the launch of new relationships with states, 529 program managers, and distribution partners.

Prior to joining Ascensus, Slitt held several executive roles at Fidelity Investments, most recently as head of the Global Asset Allocation Product group, which included the 529 and ABLE businesses. She also previously served as an equity investment director within the institutional asset management business. Prior to Fidelity, Stitt was a product manager supporting the fixed income and tax efficient equity businesses at Standish, Ayer & Wood, Inc. Martha earned her B.A. from Tufts University and is a CFA Charterholder.

In his new role, Johnson will establish the overall strategy and roadmap for the organization’s product offerings in the 529 and ABLE business lines. This includes defining target markets and overseeing all aspects of product life cycles, including conceptualization, specification, launch, adoption, and performance. In addition, he will work closely with line of business marketing to implement innovative strategies that support plan growth and participant savings success.

Johnson brings more than 20 years of experience in strategic product development and management, solution consulting, business development, enterprise-level project leadership, and talent management. He most recently served as head of Commercial & Data Solutions and senior vice president of Product with Fidelity Information Services, Inc. He previously held several leadership roles with then-SunTrust Banks, Inc. Johnson earned his M.B.A. from Emory University and a Bachelor of Science from the University of Florida.

“We’re delighted to welcome Martha and DJ to our leadership team and look forward to benefiting from their deep experience and judgment,” said Creonte. “It's a clear sign of our market leadership and bright future that such strong talent is coming aboard at a pivotal time in our growth trajectory.”

About Ascensus

Ascensus helps millions of people save for what matters—retirement, education, and healthcare. Through co-branded, private-labeled, and other governmental partnerships, our technology, market insights, and business knowledge enhance the growth and success of our partners, their clients, and savers. Ascensus is a leading recordkeeping services provider, third-party administrator, and government savings facilitator in the United States. For more information, visit ascensus.com.

Experienced Sales Leader Will Focus on Financial Advisors and their Clients in Georgia

Ascensus—whose technology and expertise help millions of people save for retirement, education, and healthcare—announced the appointment of Michael Farber as a regional vice president on the company’s retirement plan sales team.

Farber will cover the state of Georgia, focusing on building and maintaining long-term relationships with financial advisors, third-party administrators, and financial institutions seeking to grow their business in the state.

He will report to Lori Zeman, retirement sales division vice president for the western region.

Farber brings more than a decade of sales and relationship management experience to his new role. Prior to joining Ascensus, he served as vice president of retirement sales at TRG-Touchstone Retirement Group in Atlanta, where he worked in collaboration with investment managers and financial advisors to support business development and product creation. Previously, Farber was managing director of emerging markets for MassMutual Workplace Solutions, retirement services district manager with ADP Retirement Services, and a retirement plan sales associate with John Hancock Retirement Plan Services. He began his professional career as a financial specialist with PNC Bank/Investments after earning his Bachelor of Business Administration degree in Finance from Ohio University. He holds his FINRA Series 7 and Series 63 designations and is an Accredited Retirement Plan Consultant (ARPC).

“Michael is an accomplished leader with the experience and expertise needed to help advisors and TPAs fuel the growth of their practices,” said Zeman. “We’re confident that Michael’s talent will help bolster our retirement plan sales team and reinforce our commitment to providing excellent service to financial advisor and employer partners.”

About Ascensus

Ascensus helps millions of people save for what matters—retirement, education, and healthcare. Through co-branded, private-labeled, and other governmental partnerships, our technology, market insights, and business knowledge enhance the growth and success of our partners, their clients, and savers. Ascensus is a leading recordkeeping services provider, third-party administrator, and government savings facilitator in the United States. For more information, visit ascensus.com.

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."