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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.
Interestingly, Vanguard isn’t selling its individual IRA business to Ascensus. Vanguard says that’s because it has lots of individual IRAs and thus benefits from economies of scale. Whereas ...
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%.
Ascensus. Ascensus recently assumed Vanguard’s owner-only 401(k), multi-SEP, and SIMPLE IRA plans. Former Vanguard and new Ascensus retirement services clients can choose Vanguard funds through ...
Mortimer Joseph "Tim" Buckley (born April 26, 1969) is an American business executive who was the chief executive officer of The Vanguard Group between 2018 and 2024. [ 1 ] [ 2 ] Early life and education
The Vanguard Group, Inc. is an American registered investment advisor founded on May 1, 1975, and based in Malvern, Pennsylvania, with about $10.1 trillion in global assets under management as of September 2024. [3]
Eddie was the lead and central character in the marketing campaign of the Principal Financial Group from 2005 to 2015. Eddie's television and print ads often depicted him facing challenges and using the Principal Edge logo to solve his financial, business, and everyday life problems.
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 ...