Ascensus

Wishing you and your family a happy Thanksgiving from all of us at Ascensus.

Thank you, Jason E., Associate Director at The Aspen Institute Financial Security Program, for joining Barbara Van Zomeren to kick off our 2025 Ascend Conference in Nashville. Barb shared valuable insights on Gen Z—how they work, save for retirement, and Jason joined in to discuss what innovative approaches like Trump Accounts could mean for the next generation of savers and the broader savings industry. Your expertise helped make this conversation impactful for all attendees. Thank you for contributing to a great start to Ascend 2025!

Advisors—ready to turn NQDC plans into your next growth opportunity? Discover how Newport helps you be a strategic partner to employer clients—leveraging NQDC plans to attract top talent, overcome 401(k) limits for high earners, and bring more value to clients by expanding your service offering and knowledge. Watch the webinar replay: “NQDC: Breaking Down the Essentials” https://lnkd.in/ejUiKCeR You’ll learn: ✅ Why nonqualified deferred compensation plans matter for advisors and clients ✅ Prospecting strategies and plan design tips ✅ How Newport’s consultative approach supports your success

We're delighted to welcome Chris Tingley to the Retirement National Sales Team. It's great to have you on board! Learn more: https://lnkd.in/eHE25QDh

Congratulations to Troy Montigney on his appointment as Vice Chair of the National Association of State Treasurers (NAST) Corporate Affiliate Advisory Board! NAST, comprised of leading state treasurers, finance officials, and corporate partners, serves as the nation’s foremost authority on responsible state treasury programs and financial practices—including oversight of critical savings programs like 529 college savings plans, ABLE accounts, and state-facilitated auto-IRA programs that Ascensus proudly administers. The Corporate Affiliate Advisory Board plays a key role in fostering collaboration and advancing initiatives that benefit savers nationwide. During his term, Troy will: ✅ Support the policy goals and strategic initiatives of NAST and its individual State Treasury members. ✅ Help corporate affiliates engage with NAST and maximize the value of their memberships. ✅ Increase young professional engagement with NAST events and networks. At Ascensus, we’re proud to partner with NAST in our shared commitment to helping more savers save more—through programs that make a real difference in people’s lives.

Pooled Employer Plans (PEPs) can help simplify retirement solutions for businesses—and help advisors deliver more value to clients. So why aren’t more advisors embracing them? Misconceptions. We’re breaking down 6 of the most common myths—and the facts that set the record straight. Learn more: https://lnkd.in/gjdYu94S

Saving for the future shouldn’t be complicated—and we’re helping make sure it isn’t. As an industry leader in delivering accessible savings programs, we’re proud to see continued momentum in the 529 and ABLE markets, as highlighted by PLANSPONSOR. These programs play a vital role in helping families and individuals plan for education and disability-related expenses—and at Ascensus, we work every day to remove barriers and create a seamless experience for savers, making it easier to start, grow, and use their savings when the time is right. Read more about the growth in 529 and ABLE accounts here: https://lnkd.in/eiqH-gHe

We’re proud to celebrate our incredible Talent Acquisition team! Their dedication and impact earned them recognition as a finalist for HR Excellence at the Delaware Valley HR Department of the Year Awards. 🎉

Congratulations to Jason Wroblewski for being named a NAPA Top Social Media Influencer in the Recordkeepers/ TPA category.

The IRS has released the 2026 cost-of-living adjusted retirement savings limitations. Review the key changes: https://lnkd.in/ex9pMC8Z