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A client portal is an electronic gateway to a collection of digital files, services, and information, accessible over the Internet through a web browser. The term is most often applied to a sharing mechanism between an organization and its clients . [ 1 ]
Ascensus, LLC. is an American financial services company that provides financial recordkeeping, tax-advantaged savings and retirement plan services. As of 2024, the company reports that it manages more than 14 million accounts and oversees more than $808 billion in assets under administration.
Sign in to your AOL account to access your email and manage your account information.
FuturePlan by Ascensus, the firm’s third-party administration (TPA) line of business, is the largest retirement TPA in the U.S. [4] Ascensus is a NAFCU (National Association of Federally-Insured Credit Unions) Preferred Partner for the document, compliance, IRA, and health savings account (HSA) administrative services and technology it offers ...
Account managers do not manage the daily running of the account. They manage the relationship with the client of the account(s) they are assigned to. Generally, a client will remain with one account manager throughout the account's duration. Account managers serve as the interface between the customer service and the sales no in a company. [1]
Had Vanguard not announced plans to sell its Individual 401(k)s, SIMPLE IRAs, and multi-participant SEP-IRAs to Ascensus, I wouldn’t have bothered to look for a fee lower than the minuscule 0.04%.
Empower was created in 1891, when parent company Great-West Lifeco was founded as an insurance provider on the Canadian prairie. [1] After serving more than a century of expansion and a profound evolution of service offerings, the modern iteration of Empower was launched in 2014, when the retirement businesses of Great-West Life combined the record-keeping services of Great-West Financial ...