Get Started Welcome to Ascensus Login Problems How often is my account information updated? What is a redemption fee? Specific questions about my retirement plan Login Problems If you are sent back to the Account Login page. Years in Business: 36. 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. com Regular Mail Express or Overnight Mail Ascensus DCS Unit Ascensus DCS Unit PO Box 577, Fort Washington, PA 19034 575 Pinetown Road #577, Fort Washington, PA 19034 If you have any questions, please contact the Ascensus Document Compliance Service Team at 866-775-9118. It offers savings plans of various kinds. Click here to visit ascensus. SEP and SIMPLE IRA plans. com or by calling 800-346-3860,. Ascensus provides administrative and recordkeeping services and is not a broker-dealer or an investment advisor. It is not a broker-dealer or an investment advisor and does not provide tax, legal, or accounting services. Ascensus also takes affirmative action to employ, and advance. 6 rating for work-life-balance, 3. Ascensus - Participant Login. Ascensus, LLC provides administrative and recordkeeping services. S. All rights reserved. It is not a broker-dealer or an investment advisor and does not provide tax, legal, or accounting services. Ascensus, LLC. The average salary for Client Relationship Manager at companies like ASCENSUS in the United States is $113,443 as of September 25, 2023, but the salary range typically falls between $93,469 and $133,417. Leverage your professional network, and get hired. Terms and Conditions | Privacy Management | Security © 2023 Ascensus, LLC. Email Address Restart Login Ascensus, LLC provides administrative and recordkeeping services. 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. 9 rating for career opportunities. With 40 years of experience, the firm partners with financial institutions to offer tailored solutions that meet the needs of financial professionals, employers, and individuals. Last Modification Date: August 12, 2015 11:21:46Our cybersecurity response program is designed to help keep your financial information safe and is intended to comply with applicable federal and state laws. This rating has decreased by -2% over the last 12 months. Monday - Friday, 9 am - 8 pm EST. The estimated total pay for a Customer Service Representative at Ascensus is $41,050 per year. Lori Zeman, Division VP, Western Region. By using this system, whether in authorized or unauthorized manner. Carolyn Fraser, Head of Internal Sales. The newly combined. Ascensus, LLC provides administrative and recordkeeping services. com and someone from Ascensus Trust will be in contact to discuss your comments or questions. Before investing in any 529 plan, please consider whether your or the beneficiary’s home state offers any state tax or other state benefits such as financial aid, scholarship funds, and protection from creditors that are only available. Full-service administration. Last once month it was working for but I had to manually type in the second level of security info. Safari for iOS. Safari for Desktop. Ascensus, LLC provides administrative and recordkeeping services. For businesses: Promoting the 529 network of plans 529 Fit integrates with your business model to allow your customers or employees across the country to find a 529 plan suited to their situation and open an account. We believe everyone deserves to feel financially secure, and together, we're better. Featured. 503-333-4341. I looked in the text file which contains all the financial institutions (it's called fidir. Ascensus provides administrative and recordkeeping services and is not a broker-dealer or an investment advisor. Single-family homes make up a large proportion of the market, but Greater Victoria also has a number of high-end luxury properties. ascensus. IRA University is also the first step in our IRA Fast Track training program, designed for you. Ascensus ® and the Ascensus logo are trademarks of Ascensus, LLC. So, if you notice the Ascensus logo or brand where you're used to seeing Newport or PAi, rest assured—you're in the right place. Format: mm/dd/yyyy. Ascensus, LLC provides administrative and recordkeeping services. Depending on your interaction with Ascensus, other privacy policies may apply in addition to this Policy. US$ 302. 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. #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. About Ascensus . It is not a broker-dealer or an investment advisor and does not provide tax, legal, or accounting services. ; Select Site settings. It offers savings plans of various kinds. FuturePlan by Ascensus announced Friday that it’s introducing a new employer aggregated plan, called FuturePlan EAP, in collaboration with Voya Financial. A safe harbor 401(k) is a specific 401(k) retirement plan design that allows sponsoring employers to avoid certain compliance testing. Ascensus employees rate the overall compensation and. We can help. 51 per hour, in the United States. We’ve launched Payroll 360 integration to help clients streamline plan management. Please Sign In. DRESHER, Pa. Email Address Restart LoginAscensus, LLC provides administrative and recordkeeping services. We are your go-to resource for staying current on ever-evolving products, regulations, operations, and industry trends. Ascensus and ShareBuilder Advisors, LLC are unaffiliated legal entities and each is responsible for its own separate products and services. 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. 236 reviews from Ascensus employees about Ascensus culture, salaries, benefits, work-life balance, management, job security, and more. Ascensus Minneapolis, MN1 day agoBe among the first 25 applicantsSee who Ascensus has hired for this roleNo longer accepting applications. It is not a broker-dealer or an investment advisor and does not provide tax, legal, or accounting services. CoPilot Small Business 401 (k) and Individual (k) 833-893-3233. (d) Client acknowledges that Ascensus is not a fiduciary. We have options for whatever role you play in helping Americans save for the future. 5Available for most 529 plans serviced by Ascensus. Ascensus has been helping banks for more than 40 years deliver comprehensive IRA and HSA solutions and… Liked by Angela RislerAscensus is headquartered in Dresher, 200 Dryden Rd #4000, United States, and has 34 office locations. If you have any questions, please contact Participant Services at 888-652-8086. Password: Submit. Quicken Alyssa Moderator mod. 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. As the nation's largest independent retirement services provider, we give you the freedom to design the retirement program that will best fit your unique needs and employees. 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. com Regular Mail Express or Overnight Mail Ascensus DCS Unit Ascensus DCS Unit PO Box 577, Fort Washington, PA 19034 575 Pinetown Road #577, Fort Washington, PA 19034 If you have any questions, please contact the Ascensus Document Compliance Service Team at 888-656-2707. Ascensus, LLC provides administrative and recordkeeping services. We would like to show you a description here but the site won’t allow us. Apr 08, 2022. It was founded. They are there for us when we need them. As the nation's largest independent retirement services. Ascensus, LLC provides administrative and recordkeeping services. Ascensus, LLC provides administrative and recordkeeping services. Depending on your interaction with Ascensus, other privacy policies may apply in addition to this Policy. PAi provides 401(k) retirement savings solutions to small businesses nationwide. Ascensus, LLC provides administrative and recordkeeping services. Ascensus is and always has been adviser-centric. Ascensus has partnered with financial advisors to bring retirement solutions to millions of people for more than 40 years. Newport, an Ascensus company, helps employers offer their associates a more secure financial future through retirement plans, insurance and consulting services. m. - Ascensus - RPLink I'm currently getting these errors depending on the retry attempt: - BID = 67371 - BID = 66684 - BID = 67733 Any ideas? 0. 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. It is not a broker-dealer or an investment advisor and does not provide tax, legal, or accounting services. Ascensus provides the resources to help drive sales and the client support to simplify plan management. VGI has entered into an agreement with Ascensus, LLC. Victoria launches the race into. No matter the size of your plan, you and your advisor can build a 401 (k) plan that's right for your business, from investment flexibility to tailoring the services you'll use. , April 26, 2021 /PRNewswire/ -- Ascensus announced today that funds managed by Stone Point Capital, the Greenwich, CT -based private equity firm. Ascensus and Morningstar Associates LLC are not affiliated with VMC, VGI, or any of their affiliates. It is not a broker-dealer or an investment advisor and does not provide tax, legal, or accounting services. Microsoft Internet Explorer. Forgot Password? Our representatives are available to assist you with any questions or concerns. Our solutions encompass a full range of capabilities, allowing you to tailor both the features and support to fit your individual organization’s needs. The average salary for Regional Service Director (100% Remote) at companies like ASCENSUS in the United States is $189,142 as of October 25, 2023, but the salary range typically falls between $159,683 and $218,600. This is both our passion and expertise. Directions. Zip Code. Initial Plans See Streamlined Plan Administration and New Service Options. Payroll integration is available across our various partner products. Monday through Friday from 8:00 a. So, if you notice the Ascensus logo or brand. Please enter your UserID below. It offers savings plans of various kinds. November 2021. It is not a broker-dealer or an investment advisor and does not provide tax, legal, or accounting services. Welcome to the Ascensus new user registration. Integrity Always ®. 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, LLC provides administrative and recordkeeping services. The estimated base pay is $20 per hour. Ascensus is the largest independent recordkeeping services partner, third-party administrator, and government facilitator in the United States. m. Proudly recognized as 2018’s Best IRA Custodian specializing in Alternative Asset Custody with superior technology and customer service. Depending on your interaction with Ascensus, other privacy policies may apply in addition to this Policy. It offers savings plans of various kinds. 200 Dryden Rd E. 20. Forgot Password? Our representatives are available to assist you with any questions or concerns. 215-648-5351. It is not a broker-dealer or an investment advisor and does not provide tax, legal, or accounting services. 155,500+. Ascensus - Retirement Login Security Upgrade Make Your Account More Secure It's a short process that typically takes less than 3 minutes. . Ascensus is a recordkeeper for more than 50,000 retirement plans, with more than 1. 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. Format: mm/dd/yyyy. Website. Banks, Credit Unions, & Financial Institutions. Page 1 of 9 Copyright ©2018 Ascensus, LLC. Salary: $108,993. Health Insurance. Enter your username and password and click on login. m. VGI has entered into an agreement with Ascensus, LLC. Password. industry experience, Ascensus has the insight and knowledge to help you succeed. Call center support 800-346-3860, option 2, suboption 1. We believe everyone deserves to feel financially secure, and together, we're better. A. ”. You will need to enter your personal information, create a user ID and password, choose a security question, and select. It has been an appalling experience. This is both our passion and expertise. Total compensation includes the value of any benefits received in addition to. In 2022, Ascensus, Newport, and PAi joined to form one company. Ascensus, LLC provides administrative and recordkeeping services. com. Social Security Number. Please Sign In. We provide trust services to both qualified and nonqualified employee benefits. com to speak with an RPS Customer Service representative. Ascensus - Participant Login. Representatives are available from Monday to Friday, 8AM to 5PM Eastern Time. Back to Login. People Matter. In 2022, Ascensus, Newport, and PAi joined to form one company. All Rights Reserved. Ascensus employees rate the overall compensation and benefits. Sales representatives and contacts. Anthony Bologna, Division VP, Eastern Region. trades on assets that have not been held for a specified period of time. Access your secure account at After you login, you can customize your homepage as a dashboard to include the features you use most. Flexible plan designs to fit your needs. Google Chrome for Android. Ascensus, LLC provides administrative and recordkeeping services. Get high-speed fiber internet today! Same day or same week installations. All rights reserved. ET. S. 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. Please note that all salary figures are. Feb 9, 2022. Please Sign In. Let our IRA consultants show you what we. Ascensus - Mobile Retirement Login. Fax 218-825-5713 Email PershingPlanDocs@ascensus. This position is responsible. Combining plan design and compliance, this specialized solution lets you craft retirement plans that are as unique as your. 3. Whatever your level of experience,Ascensus can help you reach success and gain a view from the top. This way, our clients can focus on what’s most important—developing trusted relationships and growing their business. FEES AND EXPENSES. ET. Vacation Days Purchase Plan*. Ascensus ® and the Ascensus logo are trademarks of Ascensus, LLC. Expertise you can count on. 2. 1 Cerulli Associates. Our traditional and technology-based solutions give you what you need to succeed. ” I understandAscensus - Participant Login. It is not a broker-dealer or an investment advisor and does not provide tax, legal, or accounting services. Now it is saying that Acsensus is blocking mint and refusing the connection. I can't say anything bad about a company that starts matching what you contribute at 4% right away from the beginning, has an hsa, flsa, and 529 for your kids, and even will put in the. Tracking progress to personal retirement goals. The average salary for Client Service Manager at companies like ASCENSUS in the United States is $64,129 as of October 25, 2023, but the range typically falls between $53,772 and $74,486. Leadership that champions a long-term vision and commitment to the industry. It is not a broker-dealer or an investment advisor and does not provide tax, legal, or accounting services. How much does Ascensus, Inc. P. With 529 QuickView, you have one-stop access for answers to your clients' account questions with data that is easily. We deliver solutions that make a difference to your IRA and HSA programs—helping you maintain compliance and increase efficiency. We believe everyone deserves to feel financially secure, and together, we're better positioned than ever to advance that mission. 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. Ascensus is the largest independent retirement and college savings services provider in the United States, helping over 6 million Americans save for the future. Found it. Ascensus employees rate the overall compensation and. Next. It is not a broker-dealer or an investment advisor and does not provide tax, legal, or accounting services. Need Assistance? If you are encountering any problems accessing your accounts, an Amundi. Zip Code. 215-648-5351. It’s like having a team of seasoned professionals and powerful technology helping you navigate the complex IRA and HSA rules. Sharebuilder 401k is a marketing. It is not a broker-dealer or an investment advisor and does not provide tax, legal, or accounting services. VGI has entered into an agreement with Ascensus, LLC. However, once your rollover has been completed, it will have been worth the effort to get it done. It is not a broker-dealer or an investment advisor and does not provide tax, legal, or accounting services. 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. e. Depending on your interaction with Ascensus, other privacy policies may apply in addition to this Policy. trades on assets that have not been held for a specified period of time. The company provides a range of service models, from recordkeeping and administration to full-service program. Ascensus receives the completed Plan Establishment Kit and reviews the documents for accuracy and complete information. Apply to Senior Compliance Officer, Senior Operations Associate, Trustee and more!Ascensus, LLC provides administrative and recordkeeping services. Ascensus will have no obligation to notify Client of any plan compliance failure except to its reasonable knowledge the failure of Client to timely amend its plan document for regulatory purposes. Terms and Conditions | Privacy Management | Security © 2023 Ascensus, LLC. Ascensus, LLC provides administrative and recordkeeping 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. Users enter their current savings rates, desired age of retirement, and their monthly retirement income needs. 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, LLC provides administrative and recordkeeping services. is an American financial services company. Through partnerships with financial institutions and financial professionals, our savings plans are designed to be smart, clear, personal, and most of all, effective. It is not a broker-dealer or an investment advisor and does not provide tax, legal, or accounting services. 56 reviews from Ascensus employees about working as a Customer Service Representative at Ascensus. Ascensus, LLC provides administrative and recordkeeping services. 5 million (2018) Number of employees. 4d ago. FrontierTrust. 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. 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, LLC provides administrative and recordkeeping services. 56 reviews from Ascensus employees about working as a Customer Service Representative at Ascensus. #10482-BD (9/2018) QP/401(k) DISTRIBUTION NOTICE Important Information About Your Qualified. View our forms collections. Answers. Employers who use Ascensus retirement plans include Unison Industries, Greystar, OAK Harbor Freight Lines, Menzies Aviation Group, and. The system logs you out after fifteen minutes of inactivity. Ascensus helps millions of Americans save for life’s biggest moments—education, healthcare, and retirement. View Forms & Document Services. Firefox. Ascensus. 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. com is now AscensusTrust. Avg. 8 out of 5, based on over 528 reviews left anonymously by employees. Ascensus monitors its systems for compliance, security and other purposes. Ascensus has no responsibility and is a violation of Ascensus copyright. The “turnkey service” will include funds, recordkeeping, call center services, compliance. 5. Offering a full range of support options for small businesses to start a 401(k) plan or manage an existing plan, our Individual(k) options. It is not a broker-dealer or an investment advisor and does not provide tax, legal, or accounting services. Ascensus, LLC. DRESHER, PA 19025. Ascensus Login | ShareBuilder 401k. Salary ranges can vary widely depending on many important factors, including education, certifications, additional skills, the. Please Sign In. 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. Consulting. Report. -based TPA adds 14 firms in 16 months and sets sights on dozens more, as roll-up strategy takes flightAscensus provides administrative and recordkeeping services and is not a broker-dealer or an investment advisor. If you have any questions, please contact Participant Services at 888-652-8086. com. A redemption fee is a fee charged by a fund when shareholders redeem shares or transfer assets between funds. To help you meet your retirement goals, Ascensus makes it easy for you to manage your retirement account—whether you prefer the web or our automated phone system. m. 1. 1. Our Retirement Outlook tool provides savers with a snapshot of what their retirement might look like based on their personal goals. The average Ascensus hourly pay ranges from approximately $18 per hour for a Call Center Representative to $61 per hour for a Manager. Username. " dialog box. Customer Service Representative professionals have also rated Ascensus with a 3. 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 8:00 p. Email Address is required . Monday through Friday from 8:00 a. Average Ascensus hourly pay ranges from approximately $13. Vacation Days Purchase Plan*. e. Retirement Join your company's retirement plan today and start your journey to financial freedom. Ascensus, LLC. 866-929-2525. Access your retirement account information anytime, anywhere with this convenient and secure mobile app. Ascensus Plan Adoption System™ (PAS) is the answer to establishing a cost-effective, compliant, qualified retirement plan prototype. 630-531-4159. We know that paperwork and forms can be daunting for most people. is an American financial services company. Managing retirement plan administration pre-COVID was already a challenge. 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. Business Started Locally:Hmmm, now I'm puzzled, too. 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 has an overall rating of 3. It is not a broker-dealer or an investment advisor and does not provide tax, legal, or accounting services. Ascensus TPA Recordkeeping Only is specifically designed for plans who wish to work with a local TPA. Among the best-known and most popular company-sponsored retirement plans, a 401 (k) gives employers flexibility in plan features and design, has high contribution limits, and can be a valuable tool in employee recruiting and retention. S. 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. Forgot Password? Our representatives are available to assist you with any questions or concerns. In 2022, Ascensus, Newport, and PAi joined to form one company. Ascensus, LLC provides administrative and recordkeeping services. 6 million participants. Ascensus, LLC provides administrative and recordkeeping services. An all-around solution for your payroll needs. [2] [3] History and. from University of Bombay, and a B. It is not a broker-dealer or an investment advisor and does not provide tax, legal, or accounting services. Ascensus, LLC provides administrative and recordkeeping services. 1-800-431-7934. It is not a broker-dealer or an investment advisor and does not provide tax, legal, or accounting services. New Ascensus Customer Service jobs added daily. Fee-for-Service Engagements. Submit. from University of Madras. 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. 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. Ascensus monitors its systems for compliance, security and other purposes. 200 Dryden Rd E Upper Dublin Twp PA 19025. Investment objectives, risks, charges. View your balance, contributions, investments, and more. Welcome to Academy. 55 Ascensus jobs including salaries, ratings, and reviews, posted by Ascensus employees. Depending on your interaction with Ascensus, other privacy policies may apply in addition to this Policy. Let's Make Sure It's You. Format: xxx-xx-xxxx. Get immediate online access to your clients' Ascensus-administered 529 plans with 529 QuickView. ascensus made changes recently. Based on the company location, we can see that the HQ office of Ascensus is in DRESHER, PA. (ET) at 866-809-8146. If you are an Individual(k) plan holder, please contact the Ascensus Service Team at 1-877-221-0248 to gain access to your account online. This solution lets the TPA focus on plan design and compliance, while we handle the plan's recordkeeping and investments. HQ. It was founded in 1980; the head office is in Dresher, Pennsylvania. The chart shows total cash compensation for the ASCENSUS Customer Service Representative in the United States, which includes base, and annual incentives can vary anywhere from $34,144 to $43,381 with an average total cash compensation of $38,762. Forgot Password? Our representatives are available to assist you with any questions or concerns. Ascensus, LLC provides administrative and recordkeeping services. 4000 (2020) Website. The initial group. Depending on your interaction with Ascensus, other privacy policies may apply in addition to this Policy. It was founded. Advice services and educational services on this website are provided by Morningstar Associates LLC. Ascensus will receive document service fees (“Fees”) set forth on Schedule C to this Agreement. It is not a broker-dealer or an investment advisor and does not provide tax, legal, or accounting services. Ascensus, LLC provides administrative and recordkeeping services.