Our solutions encompass a full range of capabilities, allowing you to tailor both the features and support to fit your individual organization’s needs. We are your go-to resource for staying current on ever-evolving products, regulations, operations, and industry trends. S. It is not a broker-dealer or an investment advisor and does not provide tax, legal, or accounting services. Retirement plans served, with a focus on helping. 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. It was founded. The average Ascensus salary ranges from approximately $37,583 per year for a Call Center Representative to $228,383 per year for a Director. Business Started: 11/17/1987. Purchase the digital download of our SECURE 2. It is not a broker-dealer or an investment advisor and does not provide tax, legal, or accounting services. Username. Ascensus® and Ascensus® logo are registered trademarks used under license by Ascensus, LLC. Inside America's savings plans. Ascensus, LLC provides administrative and recordkeeping services. That’s why we offer a wide range of benefits, such as student loan refinancing, healthy living programs, paid volunteer time off, and more. Depending on your interaction with Ascensus, other privacy policies may apply in addition to this Policy. ET. In 2022, Ascensus, Newport, and PAi joined to form one company. Depending on your interaction with Ascensus, other privacy policies may apply in addition to this Policy. Featured each month are some of those questions—and the answers. Back to Login. We believe everyone deserves to feel financially secure, and together, we're better positioned than ever to advance that mission. 9 rating for career opportunities. Get high-speed fiber internet today! Same day or same week installations. 503-333-4341. 0. 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. ET. Ascensus, LLC provides administrative and recordkeeping services. Ascensus® and Ascensus® logo are registered trademarks used under license by Ascensus, LLC. Ascensus provides administrative and recordkeeping services and is not a broker-dealer or an investment advisor. CoPilot Small Business 401 (k) and Individual (k) 833-893-3233. Fax 218-825-5713 Email PershingPlanDocs@ascensus. Terms and Conditions | Privacy Management | Security © 2023 Ascensus, LLC. Glossary of Terms; Frequently Asked Questions (FAQs) If you have any questions, please contact Participant Services at 888-652-8086. Trust & Custodial Services. Investment advisory services are provided by ShareBuilder Advisors, LLC, an SEC-registered investment advisor. You will need to enter your personal information, create a user ID and password, choose a security question, and select your. to provide certain plan recordkeeping and administrative services on VGI’s behalf. Salary ranges can vary widely depending on many important factors, including education, certifications, additional skills, the number of. Get immediate online access to your clients' Ascensus-administered 529 plans with 529 QuickView. pays its employees an average of $76,269 a year. Website. Ascensus, LLC provides administrative and recordkeeping services. Leadership that champions a long-term vision and commitment to the industry. com. 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. Ascensus has partnered with financial advisors to bring retirement solutions to millions of people for more than 40 years. ). Website. It is not a broker-dealer or an investment advisor and does not provide tax, legal, or accounting services. e. Participant’s Election To Waive Qualified Joint And Survivor Annuity As a participant in my employer’s Qualified Retirement Plan, I acknowledge that I have read the “Distribution Notice. Ascensus, LLC provides administrative and recordkeeping services. It offers savings plans of various kinds. This week’s #TrendingPV2022 is Ascensus. Salary: $108,993. With this service enhancement, we hope to. Whichever path you choose, our experts will be here to support you with industry expertise and exceptional service, every step of the way. Mandatory redemption fees are charged by some funds for short-term trades, i. com. pdf 11. It is not a broker-dealer or an investment advisor and does not provide tax, legal, or accounting 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. Terms and Conditions | Privacy Management | Security © 2023 Ascensus, LLC. Business Started Locally:Hmmm, now I'm puzzled, too. 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. Helpful. Representatives are available from Monday to Friday, 8AM to 5PM Eastern Time. If you have any questions, please contact Participant Services at 888-652-8086. trades on assets that have not been held for a specified period of time. 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. Depending on your interaction with Ascensus, other privacy policies may apply in addition to this Policy. Format: mm/dd/yyyy. Locations. We offer online and in-person demonstrations of our Traditional and Roth IRA solutions that save you time and ensure your program remains compliant. 5 million (2018) Number of employees. Ascensus, LLC provides administrative and recordkeeping services. Ascensus also takes affirmative action to employ, and advance. It was founded. Ascensus, LLC provides administrative and recordkeeping 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. The average Ascensus hourly pay ranges from approximately $19 per hour for a Call Center Representative to $58 per hour for a Manager. This solution lets the TPA focus on plan design and compliance, while we handle the plan's recordkeeping and investments. DRESHER, PA 19025. Ascensus, LLC. It is not a broker-dealer or an investment advisor and does not provide tax, legal, or accounting services. Ascensus pre-approved QRP document sponsors will receive email communications from RPS-ContractAdministration@ascensus. Ascensus. Email Address Restart LoginAscensus, LLC provides administrative and recordkeeping services. Ascensus receives the completed Plan Establishment Kit and reviews the documents for accuracy and complete information. It is not a broker-dealer or an investment advisor and does not provide tax, legal, or accounting services. United States: Atlanta: 2951 Flowers Rd S #217: United States: Atlanta: 5901b Peachtree Dunwoody Rd #170: United States: Bellevue: 10900 NE 8th St #1310:Ascensus, LLC provides administrative and recordkeeping services. Employer login. The "Most Likely Range" represents values. Sharebuilder 401k is a marketing. Health Insurance. User ID: Password: Ascensus Employee. Visit your employee website: myaccount. Full-service administration. Count on us to help keep your plan compliant and to deliver high levels of service and support, including proactive notifications to support plan administration. If you would rather speak directly with a customer service representative, give us a call at 1-888-917-7117. We’re also one of the savings plan industry’s leading providers of outsourced services. Log in with your existing username and password. 267-549-1057. Access your secure account at After you login, you can customize your homepage as a dashboard to include the features you use most. We believe everyone deserves to feel financially secure, and together, we're better positioned than ever to advance that mission. Our broad range of retirement solutions and industry-leading expertise give you the freedom to build a plan you can offer to clients with confidence. 200 Dryden Rd E. Ascensus® and Ascensus® logo are registered trademarks used under license by Ascensus, LLC. Ascensus, LLC provides administrative and recordkeeping services. All Rights Reserved. IRA University is also the first step in our IRA Fast Track training program, designed for you. Quicken Alyssa Moderator mod. By using this system, whether in authorized or. Ascensus - Netscaler LoginGet high-speed fiber internet today! Same day or same week installations. 4. 10% of Ascensus employees are Hispanic or Latino. 09/06/2023. , April 26, 2021 /PRNewswire/ -- Ascensus announced today that funds managed by Stone Point Capital, the Greenwich, CT -based private equity firm. Call 800-346-3860, option 2, suboption 3 or email education@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. Answers. Who is Ascensus. I selected "Ascensus - RPLink. Ascensus - Mobile Retirement Login. Topics include establishing an IRA, contributions, Traditional and Roth IRA distributions, and portability. As of 2020, Ascensus has over $150 billion under administration in its 529 Savings plan. 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. As we move forward as one organization, the Newport and PAi brands will begin to transition to Ascensus. Ascensus and ShareBuilder Advisors, LLC are unaffiliated legal entities and each is responsible for its own separate products and services. Firefox. User ID: Password: Ascensus Employee. User ID: Password: Ascensus Employee. Ascensus helps millions of Americans save for life’s biggest moments—education, healthcare, and retirement. Health savings accounts (HSAs)Ascensus | 36,854 followers on LinkedIn. Log In. Safari for iOS. Please Sign In. 503-333-4341. to 8:00 P. Ascensus is one of the largest, independent retirement plan record keepers for plans in all size segments of the market. Representatives are available from Monday to Friday, 8AM to 5PM Eastern Time. Let's Make Sure It's You. Ascensus provides the resources to help drive sales and the client support to simplify plan management. November 2021. Former Newport or PAi participant retirement accounts, log in here. Page 1 of 2 ©2007 Ascensus, Inc. Read More. No more sorting through stacks of paper, fumbling through files, or waiting for the latest account information to be mailed. Advice services and educational services on this website are provided by Morningstar Associates LLC. April 3, 2023. 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. All rights reserved. . Save for what matters−your way. Access your retirement account information anytime, anywhere with this convenient and secure mobile app. Password: Submit. 267-549-1057. 800-411-6971 - Website InquiriesDepending on your interaction with Ascensus, other privacy policies may apply in addition to this Policy. Depending on your interaction with Ascensus, other privacy policies may apply in addition to this Policy. e. 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. Ascensus and ShareBuilder Advisors, LLC are unaffiliated legal entities and each is responsible for its own separate products and services. Last Modification Date: February 23, 2017 17:29:04Ascensus 401K Login Rp Link - Search Result. Banks, Credit Unions, & Financial Institutions. 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. from University of Madras. Morgan This material has been prepared for informational and educational purposes only. Forgot Your Username? Social Security #. 701-271-3460 - Estate or Wealth Management Inquiries. Learn about Ascensus culture, salaries, benefits, work-life balance, management, job security, and more. Depending on your interaction with Ascensus, other privacy policies may apply in addition to this Policy. It is not a broker-dealer or an investment advisor and does not provide tax, legal, or accounting services. 866-794-2950 - Ascensus Trust IRA Inquiries. Ascensus is a market-leading enabler of tax-advantaged savings—providing technology, services, and expertise that help more than 15 million people save for a better future. 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. $30k-38k yearly est. 96 per hour for Administrative Assistant to $35. Nov 03, 2021. Ascensus provides administrative and recordkeeping services and is not a broker-dealer or an investment advisor. 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. 4000 (2020) Website. Ascensus, LLC provides administrative and recordkeeping services. Our. 1. * We offer a single source for implementation, recordkeeping, administration, client service, marketing, and investment services. Fax 218-825-5713 Email [email protected] or considered imputed knowledge of Ascensus. [2] [3] History and. Newport offers comprehensive plan solut. It is not a broker-dealer or an investment advisor and does not provide tax, legal, or accounting services. Safeguarding your assets, personal information, and privacy is one of our. 4 years. Vanguard will offer a bundled 401 (k) and profit-sharing plan service for companies with assets of less than $20 million through a partnership with Ascensus. Senior executives averaging over 25 years in the. m. ascensus. Ascensus TPA Recordkeeping Only is specifically designed for plans who wish to work with a local TPA. . A Comprehensive Plan Document Service for Complex Times — Ascensus. Instructions to Log In or Reset your MyEd Student Account Student Log in . This Forms Checklist provides you with the date of the most current version of the designated form or document. Combining plan design and compliance, this specialized solution lets you craft retirement plans that are as unique as your. -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. Customer Service Representatives on the lower. It is not a broker-dealer or an investment advisor and does not provide tax, legal, or accounting services. It's Ascensus RP Link. We provide account opening documents and the necessary maintenance forms for: Traditional and Roth IRAs. Google Chrome for Android. A redemption fee is a fee charged by a fund when shareholders redeem shares or transfer assets between funds. Integrity Always ®. Edit: Never mind. 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. Managing retirement plan administration pre-COVID was already a challenge. 2. A safe harbor 401(k) is a specific 401(k) retirement plan design that allows sponsoring employers to avoid certain compliance testing. m. (215) 648-8000. We would like to show you a description here but the site won’t allow us. In 2022,. 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. It is not a broker-dealer or an investment advisor and does not provide tax, legal, or accounting services. 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 is not a broker-dealer or an investment advisor and does not provide tax, legal, or accounting services. Our technology, market insights, and business knowledge enhance the growth and success of our partners, their clients, and savers. 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. Advanced Sales Call Center. , web page address) of the location where the copyrighted work exists or a copy of the copyrighted work; Ascensus, LLC provides administrative and recordkeeping services. Fortunately, Ascensus has the tools you need to streamline the Cycle 3 restatement process in. 5 million (2018) Number of employees. It is not a broker-dealer or an investment advisor and does not provide tax, legal, or accounting services. All rights reserved. Get StartedThe average Ascensus salary ranges from approximately $39,371 per year for a Call Center Representative to $202,647 per year for a Director. Location of This Business. For general inquiries about READYSAVE 529 and/or suggestions for improving the app, send us an email at mobileapp@ascensus. Dealing with this company to rightfully receive my 401k distribution has been all but a good experience. It is not a broker-dealer or an investment advisor and does not provide tax, legal, or accounting services. 215-648-5351. Fax 218-825-5713 Email PlanDocuments@ascensus. Salary ranges can vary widely depending on many important factors, including education, certifications, additional skills, the number of. Forgot Your Username? Social Security #. Social Security Number. View your balance, contributions, investments, and more. It is not intended to provide, and should not be relied upon for investment, accounting, legal or tax advice. Depending on your interaction with Ascensus, other privacy policies may apply in addition to this Policy. Enter your username and password and click on login. How to find Ascensus 401K Login Rp Link? Go to the official website of Ascensus 401K Login Rp Link. Please enter your UserID below. Ascensus® and Ascensus® logo are registered trademarks used under license by Ascensus, LLC. Depending on your interaction with Ascensus, other privacy policies may apply in addition to this Policy. ET. Ascensus is the largest independent recordkeeping services partner, third-party administrator, and government facilitator in the United States. They are there for us when we need them. 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. At Ascensus, we offer quality retirement administration – all the solutions you need to address your clients' unique plan needs. Health Insurance. Ascensus, LLC provides administrative and recordkeeping services. 1 Cerulli Associates. 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. This system is the proprietary property of Ascensus and may be accessed and used only by parties authorized by Ascensus. Ascensus - Participant Login. Ascensus, LLC provides administrative and recordkeeping services. [email protected] when updates are made to the checklist. Ascensus, LLC. Customer Service Representative Job At Ascensus. , Nov. Open form follow the instructions. Please Sign In. is an American financial services company. Salaries at Ascensus, Inc. This way, our clients can focus on what’s most important—developing trusted relationships and growing their business. Ascensus - Retirement Login Security Upgrade Make Your Account More Secure It's a short process that typically takes less than 3 minutes. It is not a broker-dealer or an investment advisor and does not provide tax, legal, or accounting services. ascensus. 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. Log In. to determine if the Ascensus Individual(k) program is suitable for you. 2B. Ascensus, LLC provides administrative and recordkeeping services. Revenue. 3. All rights reserved. Average Ascensus hourly pay ranges from approximately $13. 236 reviews from Ascensus employees about Ascensus culture, salaries, benefits, work-life balance, management, job security, and more. Depending on your interaction with Ascensus, other privacy policies may apply in addition to this Policy. Ascensus will prepare and post the signature ready documents to our secure electronic signature website, Sertifi. It is not a broker-dealer or an investment advisor and does not provide tax, legal, or accounting services. Monday through Friday from 8:00 a. In 2022, Ascensus, Newport, and PAi joined to form one company. Go to Mint -- Add Accounts -- and then type 'Ascensus - RP Link'. 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. Depending on your interaction with Ascensus, other privacy policies may apply in addition to this Policy. Welcome to Ascensus Forgot Your Username? Social Security # Format: xxx-xx-xxxx Date of Birth Format: mm/dd/yyyy Zip Code Back to LoginLog In. Customer Service Representatives make $32,260 per year on average, or $15. Our data shows how individuals are leveraging tax-advantaged savings vehicles to prepare for their near. The estimated base pay is $20 per hour. It offers savings plans of various kinds. Featured. Ascensus, LLC provides administrative and recordkeeping services. FuturePlan by Ascensus. The fee is generally used to defray fund costs associated with the redemption. That’s why we offer a wide range of benefits, such as student loan refinancing, healthy living programs, paid volunteer time off, and more. It’s like having a team of seasoned professionals and powerful technology helping you navigate the complex IRA and HSA rules. You Can Pick Your Level Of Service: 800 Consulting. Whether you’re looking for administrative solutions, forms, document services, or ERISA consulting, Ascensus can do. M. Although these accounts are primarily to help families save for education, their operation is similar in function to IRAs and HSAs. Depending on your interaction with Ascensus, other privacy policies may apply in addition to this Policy. Ascensus® and Ascensus® logo are registered trademarks used under license by Ascensus, LLC. He has over 25 years of industry and private equity experience at firms including Broadridge, US Trust/Bank of America, McKinsey, and ATT Capital. pay? Ascensus, Inc. User ID: Password: Ascensus Employee. 529 Fit is designed to leverage your business’s. 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. 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 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. 17, which is 14% above the national average. Please Sign In. It is not a broker-dealer or an investment advisor and does not provide tax, legal, or accounting services. User ID: Password: Ascensus Employee. Salary ranges can vary widely depending on many important factors, including education, certifications, additional skills, the number of years. 866-929-2525. The average Ascensus salary ranges from approximately $37,206 per year for Call Center Representative to $161,000 per year for Engineering Lead. It is not a broker-dealer or an investment advisor and does not provide tax, legal, or accounting services. 55 Ascensus jobs including salaries, ratings, and reviews, posted by Ascensus employees. We would like to show you a description here but the site won’t allow us. It is not a broker-dealer or an investment advisor and does not provide tax, legal, or accounting services. Call center support 800-346-3860, option 2, suboption 1. 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. So, if you notice the Ascensus logo or brand. View Forms & Document Services. 1, 2022. 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. Ascensus provides administrative and recordkeeping services and is not a broker-dealer or an investment advisor. Please Sign In. The estimated base pay is $41,050 per year. Ascensus ® and the Ascensus logo are trademarks of Ascensus, LLC. Ascensus, LLC provides administrative and recordkeeping services. 8% of Ascensus employees are Asian. B. The estimated base pay is $41,050 per year. Former Newport or PAi participant retirement accounts, log in here. SEP and SIMPLE IRA plans. Depending on your interaction with Ascensus, other privacy policies may apply in addition to this Policy. All rights reserved. How much does Ascensus, Inc. Ascensus, LLC provides administrative and recordkeeping services. Access your retirement account information anytime, anywhere with this convenient and secure mobile app. Zip Code. Average of 7 Customer Reviews. DRESHER, Pa. It was founded. 215-648-5351. Ascensus, LLC. Ugift ® is a registered service mark of Ascensus Broker Dealer Services, LLC. Date of Birth. HSA Employer Contribution*. 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. HQ. Ascensus ® and the Ascensus logo are trademarks of Ascensus, LLC. All rights reserved. Ascensus, LLC provides administrative and recordkeeping services. ; Select Cookies. Ascensus ® and the Ascensus logo are trademarks of Ascensus, LLC. Depending on your interaction with Ascensus, other privacy policies may apply in addition to this Policy. Back to Login. If you have any questions, please contact Participant Services at 888-652-8086. Ascensus, LLC. Get Directions. The tool then calculates whether they're on track to. Contact the Ascensus Sales Desk at 800-345-6363, Option 1 to discuss other options. Save My Preferences. Ascensus. 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. Ascensus. Ascensus, LLC provides administrative and recordkeeping services. Ascensus, LLC provides administrative and recordkeeping services.