To help employers build a plan that meets their needs, Ascensus offers full-service and recordkeeping-only 401. Employer login. Terms and Conditions | Privacy Management | Security © 2023 Ascensus, LLC. We help your financial organization feel confident that it provides the best service to your customers. Ascensus helps millions of Americans save for life’s biggest moments—education, healthcare, and retirement. 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. Next. Ascensus - Netscaler LoginAscensus. com. Vacation Days Purchase Plan*. How much does Ascensus, Inc. 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. to determine if the Ascensus Individual(k) program is suitable for you. Depending on your interaction with Ascensus, other privacy policies may apply in addition to this Policy. Partnering with us takes the stress off of your IRA and HSA administration. Website. ET. 529 Fit is designed to leverage your business’s. A safe harbor 401(k) is a specific 401(k) retirement plan design that allows sponsoring employers to avoid certain compliance testing. Website. Advice services and educational services on this website are provided by Morningstar Associates LLC. FrontierTrust. 267-549-1057. 3 (38) investment manager. Investment advisory services are provided by ShareBuilder Advisors, LLC, an SEC-registered investment advisor. pdf 11. Ascensus. Date of Birth. Leverage your professional network, and get hired. Log in with your existing username and password. In 2022,. is an American financial services company. Welcome to the Ascensus new user registration. Salary: $108,993. Found it. We have options for whatever role you play in helping Americans save for the future. 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. 99 – quite a bit higher than what participants could be paying with a low-cost 401 (k) provider. Save My Preferences. 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. It is not a broker-dealer or an investment advisor and does not provide tax, legal, or accounting services. It was founded. Dresher, PA—November 3, 2021— Ascensus, whose technology and expertise help millions of people save for retirement, education, and healthcare, announced that it has entered into a definitive agreement under which Newport Group (Newport), the Walnut Creek, California-based retirement services provider, will merge with Ascensus. 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. 4000 (2020) Website. The system logs you out after fifteen minutes of inactivity. an electronic or physical signature of the person authorized to act on behalf of the owner of the copyright's interest; a description of the copyrighted work that you claim has been infringed, including the URL (i. Ascensus. Sharebuilder 401k is a marketing. Safeguarding your assets, personal information, and privacy is one of our. User ID: Password: Ascensus Employee. In 2022, Ascensus, Newport, and PAi joined to form one company. The estimated base pay is $20 per hour. PAi provides 401(k) retirement savings solutions to small businesses nationwide. Follow Ascensus Each year, Ascensus helps more than 12 million Americans save for retirement and college education. range from an average of $51,422 to $119,614 a year. Ascensus® and Ascensus® logo are registered trademarks used under license by Ascensus, LLC. Zip Code. The company is a premier savings program service provider, third-party administrator, and government savings facilitator. 866-929-2525. XSEP and SIMPLE IRA retirement plans are great options to consider for small business owners who don’t want a full-fledged profit-sharing or 401 (k) retirement plan. Ascensus is the largest independent retirement and college savings services provider in the United States, helping over 6 million Americans save for the future. It is not a broker-dealer or an investment advisor and does not provide tax, legal, or accounting services. 5 million (2018) Number of employees. Are you on track to reach your retirement savings goals? View my account. April 1, 2021. ET. Today’s top 52 Ascensus Customer Service jobs in United States. Ascensus, LLC provides administrative and recordkeeping services. We provide complete administration. Depending on your interaction with Ascensus, other privacy policies may apply in addition to this Policy. Ascensus, LLC provides administrative and recordkeeping services. Instructions to Log In or Reset your MyEd Student Account Student Log in . Ascensus employees rate the overall compensation and. m. Advice services and educational services on this website are provided by Morningstar Associates LLC. Fee-for-Service Engagements. 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. 20. Nov 16 2023. We offer online and in-person demonstrations of our Traditional and Roth IRA solutions that save you time and ensure your program remains compliant. 69% of employees would recommend working at Ascensus to a friend and 66% have a positive outlook for the business. Have questions? Email your sales rep. It is not a broker-dealer or an investment advisor and does not provide tax, legal, or accounting 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. As an Ascensus company since 2022, we continue to focus on serving employers, their employees, and financial. Website. com. Depending on your interaction with Ascensus, other privacy policies may apply in addition to this Policy. 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 AscensusJason Crane, Head of Retirement Distribution. Contact the Ascensus Sales Desk at 800-345-6363, Option 1 to discuss other options. Save for Education. Ascensus and Morningstar Associates LLC are not affiliated with VMC, VGI, or any of their affiliates. Retirement plan portability can be confusing, not only for IRA owners and plan participants, but for financial organization personnel. 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. That’s why we offer a wide range of benefits, such as student loan refinancing, healthy living programs, paid volunteer time off, and more. Ascensus monitors its systems for compliance, security and other purposes. to 8:00 p. ET. You will need to enter your personal information, create a user ID and password, choose a security question, and select. The "Most Likely Range" represents values. Company profile page for Ascensus LLC including stock price, company news, press releases, executives, board members, and contact informationAscensus is headquartered in located in Dresher, Pennsylvania. It offers savings plans of various kinds. It is not a broker-dealer or an investment advisor and does not provide tax, legal, or accounting services. The average Ascensus salary ranges from approximately $37,583 per year for a Call Center Representative to $228,383 per year for a Director. industry experience, Ascensus has the insight and knowledge to help you succeed. It is not a broker-dealer or an investment advisor and does not provide tax, legal, or accounting services. 701-271-3460 - Estate or Wealth Management Inquiries. Terms and Conditions | Privacy Management | Security © 2023 Ascensus, LLC. In the. Depending on your interaction with Ascensus, other privacy policies may apply in addition to this Policy. Lori Zeman, Division VP, Western Region. Our. We provide trust services to both qualified and nonqualified employee benefits. 3, 2021 /PRNewswire/ -- Ascensus, whose technology and expertise help millions of people save for retirement, education, and healthcare, announced that it has entered into a. Ascensus is the largest independent retirement and college savings services provider in the United States, helping over 12 million Americans save for the future. Ascensus, LLC Company Profile | Dresher, PA | Competitors, Financials & Contacts - Dun & Bradstreet Find company research, competitor information, contact details & financial data for !company_name! of !company_city_state!. Mandatory redemption fees are charged by some funds for short-term trades, i. Helpful. from Penn State, an M. The website includes a customizable dashboard view of information used most: real-time market updates, account summary and contribution elections. Ugift ® is a registered service mark of Ascensus Broker Dealer Services, LLC. 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 $208,529. 4 years. They are there for us when we need them. Ascensus, LLC. Ascensus provides administrative and recordkeeping services and is not a broker-dealer or an investment advisor. US$ 302. It is not a broker-dealer or an investment advisor and does not provide tax, legal, or accounting services. At Ascensus, we care about what’s important to you and want you to succeed. User ID: Password: Ascensus Employee. is an American financial services company. 4000 (2020) Website. All Rights Reserved. Depending on your interaction with Ascensus, other privacy policies may apply in addition to this Policy. Welcome to Ascensus Help. Salary ranges can vary widely depending on many important factors, including education, certifications, additional skills, the. It is not a broker-dealer or an investment advisor and does not provide tax, legal, or accounting services. Location of This Business. With increased federal and state emphasis on small business employers assisting their employees with retirement readiness, now is the time to take advantage of our online SEP and. Google Chrome for Android. Ascensus version of Vanguard Plans – search for zz-Ascensus – RP Link; Golden State Scholar Share College Savings Trust – search for zz-Golden State Scholar; Robinhood - search for zz-Robinhood; Step 1 - Add Accounts:Follow Ascensus Each year, Ascensus helps more than 12 million Americans save for retirement and college education. com. An Ascensus representative is ready to help assist you and answer questions Monday through Friday, 8:00 A. DRESHER, Pa. Ascensus, LLC provides administrative and recordkeeping services. Creating positive online experiences for your clients. We would like to show you a description here but the site won’t allow us. Before investing in any 529 plan, please consider whether your or the designated beneficiary’s home state offers its taxpayers any benefits that are only available through that state’s 529 plan. User ID: Password: Ascensus Employee. to 8:00 p. Terms and Conditions | Privacy Management | Security © 2023 Ascensus, LLC. HSA Employer Contribution*. Advice services and educational services on this website are provided by Morningstar Associates LLC. It offers savings plans of various kinds. And we deliver these options in. Ascensus, LLC provides administrative and recordkeeping services. ET. Page 1 of 8 Copyright ©2018 Ascensus, LLC. Who is Ascensus. 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. Our Retirement Outlook tool provides savers with a snapshot of what their retirement might look like based on their personal goals. Password is requiredAs an Ascensus University student, you have access to a comprehenisve curriculum designed to meet all of your retirement plan needs! With Ascensus' powerful learning management system engine, you can build and monitor learning plans, enjoy interactive training programs on your schedule, and track your training progress. Ascensus provides administrative and recordkeeping services. It offers savings plans of various kinds. 200 Dryden Rd E. The collection includes IRAs, HSAs, SEP and SIMPLE IRA plans, IRA FAQs, and qualified plans. 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. 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. He holds an M. Average of 7 Customer Reviews. Monday through Friday from 8:00 a. View your balance, contributions, investments, and more. 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. With iFIBER Internet you will have RELIABLE HIGH-SPEED INTERNETAscensus, the nation’s largest independent 401k and college savings service provider, had a hectic 2016, and 2017 is shaping up to be just as busy. In the "Add account" dialog box, an item labeled "rplink bank retirement. Before investing in any 529 plan, please consider whether your or the designated beneficiary’s home state offers its taxpayers any benefits that are only available through that state’s 529 plan. com. Ascensus, LLC. Victoria launches the race into. #10486 (12/2007) Using the QP/401(k) Separation From Service Distribution Request Form Your plan permits you to withdraw your vested account balance when you separate from servic. Ascensus provides administrative and recordkeeping services and is not a broker-dealer or an investment advisor. Terms and Conditions | Privacy Management | Security © 2023 Ascensus, LLC. Phone Number (215) 648-8000. 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. to provide certain plan recordkeeping and administrative services on VGI’s behalf. 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. Monday - Friday, 9 am - 8 pm EST. For general inquiries about READYSAVE 529 and/or suggestions for improving the app, send us an email at mobileapp@ascensus. Ascensus - Mobile Retirement Login. The estimated total pay for a Call Center Representative at Ascensus is $37,583 per year. Quality First. 503-333-4341. 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. This system is the proprietary property of Ascensus and may be accessed and used only by parties authorized by Ascensus. 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 recommends that the employer consult with a legal or tax advisor to review all plan selections—including any provisions defaulted to those frequent ly selected by employers, as further described later in thi s PDQ. Ascensus, LLC provides administrative and recordkeeping services. Proudly recognized as 2018’s Best IRA Custodian specializing in Alternative Asset Custody with superior technology and customer service. I looked in the text file which contains all the financial institutions (it's called fidir. We believe in the value of the trusted relationship of the financial adviser. 5. The estimated base pay is $41,050 per year. Please Sign In. FEES AND EXPENSES. 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. Investment objectives, risks, charges. A redemption fee is a fee charged by a fund when shareholders redeem shares or transfer assets between funds. Format: xxx-xx-xxxx. Log In. If you need assistance or would like to update your forms inventory, contact a Customer Service Representative at customersupport@ascensus. Format: mm/dd/yyyy. An all-around solution for your payroll needs. As we move forward as one organization, the Newport and PAi brands will begin to transition to Ascensus. The average salary for Client Service Representative at companies like ASCENSUS in the United States is $45,690 as of September 25, 2023, but the range typically falls between $39,229 and $52,151. Ascensus® and Ascensus® logo are registered trademarks used under license by Ascensus, LLC. Our collection of technical reference manuals for your staff contains rules, regulations, and authoritative guidance. We need to verify your identity before we create your account. Health Insurance. It is not a broker-dealer or an investment advisor and does not provide tax, legal, or accounting services. an electronic or physical signature of the person authorized to act on behalf of the owner of the copyright's interest; a description of the copyrighted work that you claim has been infringed, including the URL (i. Ascensus is an Equal Opportunity Employer and does not discriminate on the basis of race, color, creed, national origin, ancestry, religion, age, citizenship, sex, marital or veteran status, disability or handicap, sexual orientation or any other basis prohibited by applicable law. It is not a broker-dealer or an investment advisor and does not provide tax, legal, or accounting services. Carolyn Fraser, Head of Internal Sales. Please Sign In. Anthony Bologna, Division VP, Eastern Region. Set Up Your Online Account. 1. to provide certain plan recordkeeping and administrative services on VGI’s behalf. Ascensus Minneapolis, MN1 day agoBe among the first 25 applicantsSee who Ascensus has hired for this roleNo longer accepting applications. BBB File Opened: 7/2/2001. #10482NR-BD (9/2018) QP/401(k) DISTRIBUTION NOTICE Important Information About Your Qualified. Ascensus employees rate the overall compensation and benefits. VGI has entered into an agreement with Ascensus, LLC. Ascensus, LLC provides administrative and recordkeeping services. Email Address Restart Login Ascensus, LLC provides administrative and recordkeeping services. Advanced Sales Call Center. VGI has entered into an agreement with Ascensus, LLC. The differences between rollovers and transfers, and direct and indirect rollovers are just a few of the topics that will be discussed during this session. View Forms & Document Services. Ascensus has partnered with financial advisors to bring retirement solutions to millions of people for more than 40 years. Ascensus, LLC provides administrative and recordkeeping services. Ascensus® and Ascensus® logo are registered trademarks used under license by Ascensus, LLC. 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. Mindy O’Connor, Head of Business Development. How It Works. Ascensus, LLC provides administrative and recordkeeping services. of industry experience, Ascensus has the insight and knowledge to help you succeed. Ascensus helps millions of people save for a better future. Dresher, PA 19025-1044. It offers savings plans of various kinds. pays its employees an average of $76,269 a year. The estimated base pay is $37,583 per year. Ascensus ® and the Ascensus logo are trademarks of Ascensus, LLC. Visit Website. More. Former Newport or PAi participant retirement accounts, log in here. It is not a broker-dealer or an investment advisor and does not provide tax, legal, or accounting services. With 529 QuickView, you have one-stop access for answers to your clients' account questions with data that is easily. We believe everyone deserves to feel financially secure, and together, we're better. People Matter. 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. Page 1 of 2 ©2007 Ascensus, Inc. . 8% of Ascensus employees are Asian. Ascensus may discontinue providing any or all of the Services if the Client failsThe best online money management software for Ascensus (RPLink) customers. Sharebuilder 401k is a marketing. Initial Plans See Streamlined Plan Administration and New Service Options. Anthony Bologna, Division VP, Eastern Region. Ascensus’ highly educated ERISA consultants respond to hundreds of IRA, HSA, ESA, and employer-sponsored retirement plan questions every week through Ascensus’ 800 Consulting service. Advertisement. Ascensus, LLC. 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. 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. VGI has entered into an agreement with Ascensus, LLC. Revenue. e. Ascensus is the largest independent recordkeeping services provider, retirement plan third-party. Log In. Page 1 of 9 Copyright ©2018 Ascensus, LLC. Business Started Locally:Hmmm, now I'm puzzled, too. Users enter their current savings rates, desired age of retirement, and their monthly retirement income needs. Contact us Participants and plan sponsors looking to view and manage their Ascensus retirement plan account can access their login page here. ; Select Cookies. 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. Quicken displayed the "Connecting to Ascensus - RPLink. They offered a Roth 401k plan. Get immediate online access to your clients' Ascensus-administered 529 plans with 529 QuickView. com. A safe harbor 401(k) is a specific 401(k) retirement plan design that allows sponsoring employers to avoid certain compliance testing. Fax 218-825-5713 Email PlanDocuments@ascensus. This position is responsible. Contact information for specific services can be found on the. The estimated total pay for a Customer Service Representative at Ascensus is $41,050 per year. 200 Dryden Rd E Ste 4000, Dresher, Pennsylvania, 19025, United States. We would like to show you a description here but the site won’t allow us. Coverdell education savings accounts are a great way for financial institutions to round out their retirement savings business. It is not a broker-dealer or an investment advisor and does not provide tax, legal, or accounting services. Investment advisory services are provided by ShareBuilder Advisors, LLC, an SEC-registered investment advisor. Depending on your interaction with Ascensus, other privacy policies may apply in addition to this Policy. Social Security Number. It is not a broker-dealer or an investment advisor and does not provide tax, legal, or accounting services. , April 26, 2021 /PRNewswire/ -- Ascensus announced today that funds managed by Stone Point Capital, the Greenwich, CT -based private equity firm. Advisor login. 215-648-5351. It is not a broker-dealer or an investment advisor and does not provide tax, legal, or accounting services. Ascensus pays Customer Service Representatives $33,964 per year on average. Depending on your interaction with Ascensus, other privacy policies may apply in addition to this Policy. If you would rather speak directly with a customer service representative, give us a call at 1-888-917-7117. All rights reserved. It was founded. 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. Apply to Senior Compliance Officer, Senior Operations Associate, Trustee and more!Ascensus, LLC provides administrative and recordkeeping services. Ascensus, LLC provides administrative and recordkeeping services. Enter Email Address. So, if you notice the Ascensus logo or brand. Ascensus® and Ascensus® logo are registered trademarks used under license by Ascensus, LLC. Ascensus, LLC. Answers. 4Earnings on non-qualified withdrawals are subject to federal income tax and may be subject to a 10% federal penalty tax, as well as state and local income taxes. A Comprehensive Plan Document Service for Complex Times — Ascensus. In 2022, Ascensus, Newport, and PAi joined to form one company. The initial group. Ascensus, LLC provides administrative and recordkeeping services. The estimated total pay for a Customer Service Representative at Ascensus is $41,050 per year. 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. Ascensus, whose technology and expertise help millions of people save for retirement, education, and healthcare, announced that it has entered into a definitive agreement under which Newport Group (Newport), the Walnut Creek, California-based retirement services provider, will merge with Ascensus. S. Average Ascensus hourly pay ranges from approximately $13. Contact us Participants and plan sponsors looking to view and manage their Ascensus retirement plan account can access their login page here. Hello @crg11, Thank you for reaching out to the Community and telling us about your issue, though I apologize that you are experiencing this. Depending on your interaction with Ascensus, other privacy policies may apply in addition to this Policy. Because you deserve to retire on your own terms Join the plan ASN_OFC. 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. Based on the company location, we can see that the HQ office of Ascensus is in DRESHER, PA. 5 million (2018) Number of employees. ET. April 3, 2023. With this service enhancement, we hope to. 53% of Ascensus employees are women, while 47% are men. A link to the MyEd BC portal can be found on the Oak Bay website underJoin us as we welcome racers to Canada on June 9 and 10, celebrate with them individually and stay for the party to celebrate with them as a group. Next. Customer Service Representatives make $32,260 per year on average, or $15.