As an Ascensus company since 2022, we continue to focus on serving employers, their employees, and financial. User ID: Password: Ascensus Employee. Investment advisory services are provided by ShareBuilder Advisors, LLC, an SEC-registered investment advisor. 4000 (2020) Website. Track progress66 Ascensus jobs available on Indeed. Staying compliant isn’t easy. Is. Salaries at Ascensus, Inc. It is not intended to provide, and should not be relied upon for investment, accounting, legal or tax advice. Ascensus may discontinue providing any or all of the Services if the Client failsThe best online money management software for Ascensus (RPLink) customers. FuturePlan by Ascensus announced Friday that it’s introducing a new employer aggregated plan, called FuturePlan EAP, in collaboration with Voya Financial. PAi provides 401(k) retirement savings solutions to small businesses nationwide. Locations. Ascensus, LLC provides administrative and recordkeeping services. S. We offer online and in-person demonstrations of our Traditional and Roth IRA solutions that save you time and ensure your program remains compliant. 200 Dryden Rd E. Ascensus pays Customer Service Representatives $33,964 per year on average. Format: mm/dd/yyyy. 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. We’ve launched Payroll 360 integration to help clients streamline plan management. It is not a broker-dealer or an investment advisor and does not provide tax, legal, or accounting services. Restart Login. is an American financial services company. 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. Microsoft Internet Explorer. This is 5% more than the national average salary for Customer Service Representatives. 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. 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. 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. 1, 2022. Dresher, PA 19025-1044. Get started from your desktop or mobile browser. is an American financial services company. Access your retirement account information anytime, anywhere with this convenient and secure mobile app. Get StartedWelcome 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. Fax 218-825-5713 Email employerdirect@ascensus. Ascensus - Participant Login. 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. 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. Non-spousal corporations and nonprofit businesses do not meet the conditions to establish an Ascensus Individual(k) plan. Report. 6 million participants. Get high-speed fiber internet today! Same day or same week installations. Feb 9, 2022. Health savings accounts (HSAs)Ascensus | 36,854 followers on LinkedIn. 4000 (2020) Website. Health Insurance. This is both our passion and expertise. Today’s top 52 Ascensus Customer Service jobs in United States. A safe harbor 401(k) is a specific 401(k) retirement plan design that allows sponsoring employers to avoid certain compliance testing. 8% of Ascensus employees are Asian. Ascensus, LLC provides administrative and recordkeeping services. . Remote - August 9, 2023. It is not a broker-dealer or an investment advisor and does not provide tax, legal, or accounting services. View all Ascensus jobs in Charleston, SC - Charleston jobs - Client Services Manager jobs in Charleston, SC; Salary Search: Client Service Manager (457 Plan Experience Preferred) salaries in Charleston, SC; See popular questions & answers about Ascensus Jason Crane, Head of Retirement Distribution. 630-531. Nov 16 2023. 401 (k) Plans. 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. 69% of employees would recommend working at Ascensus to a friend and 66% have a positive outlook for the business. 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. 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. Ascensus is the largest independent recordkeeping services partner, third-party administrator, and government facilitator in the United States. -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. The "Most Likely Range" represents. 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. Our forms, available in several formats, are prepared by senior consultants and make account establishment and maintenance easy and efficient. Please Sign In. March 2022. IRA Ascensus December 15, 2022 Compliance & Operations, IRA, IRS, Traditional IRA, Roth IRA, SIMPLE IRA Plan, SEP Plan, Qualified Retirement Plan, Distribution, Form 1099-R, Reporting Selecting the Correct IRS Form 1099-R Box 7 Distribution CodesThe estimated total pay for a Customer Service Representative at Ascensus is $20 per hour. All rights reserved. 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. Ascensus, LLC provides administrative and recordkeeping services. Whether your needs are simple or sophisticated, we have a retirement solution for you. Developed for sole proprietors, partnerships, and C and S corporations 1, Ascensus' Individual(k) plans are easy-to-implement, cost-effective, and designed to help self-employed individuals save for retirement. Next. As of 2020, Ascensus has over $150 billion under administration in its 529 Savings plan. And most of all, they saved us from a very bad situation. Read More. Forgot Password? Our representatives are available to assist you with any questions or concerns. 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. 4d ago. to provide certain plan recordkeeping and administrative services on VGI’s behalf. Password. Ascensus provides administrative and recordkeeping services. Ascensus will be entitled to charge reasonable interest on any past-due Fees. Ascensus. A safe harbor 401(k) is a specific 401(k) retirement plan design that allows sponsoring employers to avoid certain compliance testing. 96 per hour for Administrative Assistant to $35. Peace of mind knowing that employee transactions are automatically processed in the payroll system. Zip Code. Important Disclosures from J. m. 1655 43rd St S STE 100, Fargo, ND 58103-3582. Phone Number (215) 648-8000. 5Available for most 529 plans serviced by Ascensus. [email protected] when updates are made to the checklist. Ugift ® is a registered service mark of Ascensus Broker Dealer Services, LLC. 866-794-2950 - Ascensus Trust IRA Inquiries. They offer an opportunity to differentiate your business and offer families a holistic. Ascensus. Retirement plans served, with a focus on helping. 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. We would like to show you a description here but the site won’t allow us. Ascensus, LLC provides administrative and recordkeeping services. At Ascensus, we care about what’s important to you and want you to succeed. 8 rating for culture and values and 2. m. com or by calling 800-346-3860,. It is not a broker-dealer or an investment advisor and does not provide tax, legal, or accounting services. 0. This Forms Checklist provides you with the date of the most current version of the designated form or document. to 8:00 P. The estimated base pay is $41,050 per year. Ascensus ® and the Ascensus logo are trademarks of Ascensus, LLC. Forgot Password? Our representatives are available to assist you with any questions or concerns. B. com. Depending on your interaction with Ascensus, other privacy policies may apply in addition to this Policy. This position is responsible. Ascensus, LLC provides administrative and recordkeeping services. Forgot Password? Our representatives are available to assist you with any questions or concerns. 155,500+. Fortunately, Ascensus has the tools you need to streamline the Cycle 3 restatement process in. Ascensus Plan Adoption System™ (PAS) is the answer to establishing a cost-effective, compliant, qualified retirement plan prototype. 1. We provide complete administration. Insurance Ascensus's Social Media. The plan combines Vanguard investment options with recordkeeping from Ascensus. Business Started Locally:Hmmm, now I'm puzzled, too. to provide certain plan recordkeeping and administrative services on VGI’s behalf. CoPilot Small Business 401 (k) and Individual (k) 833-893-3233. Ascensus, LLC. 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. However, once your rollover has been completed, it will have been worth the effort to get it done. We provide trust services to both qualified and nonqualified employee benefits. The estimated base pay is $41,050 per year. Advisor login. com. This solution lets the TPA focus on plan design and compliance, while we handle the plan's recordkeeping and investments. Website. 4 years. Employees at Ascensus stay with the company for 5. However, once your rollover has been completed, it will have been worth the effort to get it done. Ascensus, LLC provides administrative and recordkeeping services. 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. 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. User ID: Password: Ascensus Employee. Salary information comes from 47 data points collected directly from employees, users, and past and present job advertisements on Indeed in the past 36 months. Ascensus provides administrative and recordkeeping services. Go to Mint -- Add Accounts -- and then type 'Ascensus - RP Link'. is an American financial services company. Depending on your interaction with Ascensus, other privacy policies may apply in addition to this Policy. Zip Code. It's a short process that typically takes less than 3 minutes. A redemption fee is a fee charged by a fund when shareholders redeem shares or transfer assets between funds. Ascensus, LLC. Full-service administration. History and ownership. 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 877-258-8499. Monday through Friday from 8:00 a. The system logs you out after fifteen minutes of inactivity. It is not a broker-dealer or an investment advisor and does not provide tax, legal, or accounting services. Lori Zeman, Division VP, Western Region. Ascensus, LLC provides administrative and recordkeeping services. Ascensus, LLC provides administrative and recordkeeping services. This six-week online course provides the tools to build a solid IRA knowledge base and become certified as a Certified IRA Specialist (CIS) I. , April 26, 2021 /PRNewswire/ -- Ascensus announced today that funds managed by Stone Point Capital, the Greenwich, CT -based private equity firm. 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. How It Works. This system is the proprietary property of Ascensus and may be accessed and used only by parties authorized by Ascensus. Ascensus® and Ascensus® logo are registered trademarks used under license by Ascensus, LLC. Salary ranges can vary widely depending on many important factors, including education, certifications, additional skills, the number of years. ; Make sure that Cookies is turned on. User ID: Password: Ascensus Employee. #10482NR-BD (9/2018) QP/401(k) DISTRIBUTION NOTICE Important Information About Your Qualified. 529 Fit is designed to leverage your business’s. Log In. Ascensus, LLC provides administrative and recordkeeping services. txt, in the same folder as your Quicken data file), and it contains the entries for Ascensus; they should be showing up in the new account window. It is not a broker-dealer or an investment advisor and does not provide tax, legal, or accounting services. All rights reserved. com. ”. This way, our clients can focus on what’s most important—developing trusted relationships and growing their business. m. 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. 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. In 2022,. Integrity Always ®. 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 ® and the Ascensus logo are trademarks of Ascensus, LLC. IRA University is also the first step in our IRA Fast Track training program, designed for you. Ascensus provides administrative and recordkeeping services. Related searches my ascensus rplink. Trust & Custodial Services. Ascensus - Mobile Retirement Login. Ascensus - Netscaler LoginAscensus. Format: mm/dd/yyyy. Our. Terms and Conditions | Privacy Management | Security © 2023 Ascensus, LLC. With 529 QuickView, you have one-stop access for answers to your clients' account questions with data that is easily. User ID: Password: Ascensus Employee. Ascensus, LLC provides administrative and recordkeeping services. Instructions to Log In or Reset your MyEd Student Account Student Log in . This review is for both Future Plan and. Ascensus - Participant Login. Creating positive online experiences for your clients. The estimated base pay is $37,583 per year. It offers savings plans of various kinds. Health Insurance. That’s why we offer a wide range of benefits, such as student loan refinancing, healthy living programs, paid volunteer time off, and more. 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. 53% of Ascensus employees are women, while 47% are men. 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. $229. 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. Headquarters. Customer Service Representative Job At Ascensus. All rights reserved. Fee-for-Service Engagements. Make Your Account More Secure. We’re also one of the savings plan industry’s leading providers of outsourced services. Date of Birth. 3. DRESHER, PA 19025. 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. 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. Partnering with us takes the stress off of your IRA and HSA administration. Website. VGI has entered into an agreement with Ascensus, LLC. 4000 (2020) Website. All rights reserved. For general inquiries about READYSAVE 529 and/or suggestions for improving the app, send us an email at mobileapp@ascensus. 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 their journey together as a combined. 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. . Depending on your interaction with Ascensus, other privacy policies may apply in addition to this Policy. In 2022, Ascensus, Newport, and PAi joined to form one company. April 1, 2021. Advice services and educational services on this website are provided by Morningstar Associates LLC. It offers savings plans of various kinds. #10482-BD (9/2018) QP/401(k) DISTRIBUTION NOTICE Important Information About Your Qualified. Ascensus, LLC provides administrative and recordkeeping services. Ascensus will prepare and post the signature ready documents to our secure electronic signature website, Sertifi. Open form follow the instructions. Ascensus, LLC provides administrative and recordkeeping services. S. Ascensus Government Savings – Ascensus Government Savings is the leading administrator of 529 college savings plans, dedicated to servicing the needs of its clients, their plans, and families saving for college across the country. Newport offers comprehensive plan solut. This rating has decreased by -2% over the last 12 months. User ID: Password: Ascensus Employee. Ascensus, LLC. 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. 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. Ascensus has partnered with financial advisors to bring retirement solutions to millions of people for more than 40 years. com. Ascensus, LLC provides administrative and recordkeeping services. * We offer a single source for implementation, recordkeeping, administration, client service, marketing, and investment services. Mindy O’Connor, Head of Business Development. 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. 5 million (2018) Number of employees. pdf 11. It was founded. ET. Ascensus is the largest independent retirement and college savings services provider in the United States, helping over 6 million Americans save for the future. Zip Code. Flexible plan designs to fit your needs. At Ascensus Trust, we help businesses and individuals safeguard their assets, streamline their responsibilities, and simplify asset management. Senior executives averaging over 25 years in the. P. 2. Contact us Participants and plan sponsors looking to view and manage their Ascensus retirement plan account can access their login page here. 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 844-858-6078. 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. So, if you notice the Ascensus logo or brand. Our Retirement Outlook tool provides savers with a snapshot of what their retirement might look like based on their personal goals. A. 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. The estimated total pay for a Customer Service Representative at Ascensus is $41,050 per year. By logging in, you are agreeing with and accepting the Terms & Conditions. Please enter your UserID below. Save for Education. Salary ranges can vary widely depending on many important factors, including education, certifications, additional skills, the number of. VGI has entered into an agreement with Ascensus, LLC. We would like to show you a description here but the site won’t allow us. At Ascensus, we offer quality retirement administration – all the solutions you need to address your clients' unique plan needs. User ID: Password: Ascensus Employee. to provide certain plan recordkeeping and administrative services on VGI’s behalf. Get Started Welcome to Ascensus Login Problems How often is my account information updated? What is a redemption fee? Specific questions about my retirement plan Login Problems If you are sent back to the Account Login page. e. We believe in the value of the trusted relationship of the financial adviser. We would like to show you a description here but the site won’t allow us. Representatives are available from Monday to Friday, 8AM to 5PM Eastern Time. Ascensus, LLC provides administrative and recordkeeping services. Terms and Conditions | Privacy Management | Security © 2023 Ascensus, LLC. US$ 302. 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. I selected "Ascensus - RPLink. Ascensus - Netscaler LoginGet high-speed fiber internet today! Same day or same week installations. 701-271-3460 - Estate or Wealth Management Inquiries. trades on assets that have not been held for a specified period of time. On the More menu (three dots), select Settings. Depending on your interaction with Ascensus, other privacy policies may apply in addition to this Policy. You will need to enter your personal information, create a user ID and password, choose a security question, and select your. Ascensus and ShareBuilder Advisors, LLC are unaffiliated legal entities and each is responsible for its own separate products and services. Fax 218-825-5713 Email PershingPlanDocs@ascensus. Glossary of Terms; Frequently Asked Questions (FAQs) If you have any questions, please contact Participant Services at 888-652-8086. Ascensus employees rate the overall compensation and. Coverdell education savings accounts are a great way for financial institutions to round out their retirement savings business. It is not a broker-dealer or an investment advisor and does not provide tax, legal, or accounting services. Whether you’re new or a seasoned professional, we can help. Investment advisory services are provided by ShareBuilder Advisors, LLC, an SEC-registered investment advisor. Ascensus ® and the Ascensus logo are trademarks of Ascensus, LLC. 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. It is not a broker-dealer or an investment advisor and does not provide tax, legal, or accounting services. You will need to enter your personal information, create a user ID and password, choose a security question, and select. Please Sign In. Back to Login. The Cerulli Report: U. Advice services and educational services on this website are provided by Morningstar Associates LLC. Mandatory redemption fees are charged by some funds for short-term trades, i. 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. Ascensus - Mobile Retirement Login. Users enter their current savings rates, desired age of retirement, and their monthly retirement income needs. FEES AND EXPENSES. More. Discover the industry leading self directed IRA Custodian. Now it is saying that Acsensus is blocking mint and refusing the connection. We know that paperwork and forms can be daunting for most people. We deliver solutions that make a difference to your IRA and HSA programs—helping you maintain compliance and increase efficiency. Ascensus provides administrative and recordkeeping services and is not a broker-dealer or an investment advisor. Retirement plan portability can be confusing, not only for IRA owners and plan participants, but for financial organization personnel. Company profile page for Ascensus LLC including stock price, company news, press releases, executives, board members, and contact informationAscensus is headquartered in located in Dresher, Pennsylvania. Ascensus version of Vanguard Plans – search for zz-Ascensus – RP Link; Golden State Scholar Share College Savings Trust – search for zz-Golden State Scholar; Robinhood - search for zz-Robinhood; Step 1 - Add Accounts:Follow Ascensus Each year, Ascensus helps more than 12 million Americans save for retirement and college education. View Forms & Document 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. 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. About Ascensus . SEP and SIMPLE IRA plans. Google Chrome for Android. Depending on your interaction with Ascensus, other privacy policies may apply in addition to this Policy. Click on it. m. ; Select Site settings. 99 – quite a bit higher than what participants could be paying with a low-cost 401 (k) provider. As the nation's largest independent retirement services. Access your retirement account information anytime, anywhere with this convenient and secure mobile app. 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. 1. Ascensus® and Ascensus® logo are registered trademarks used under license by Ascensus, LLC. Ascensus - Mobile Retirement Login. It is not a broker-dealer or an investment advisor and does not provide tax, legal, or accounting services. Enter Email Address. Visit your employee website: myaccount. Ascensus, LLC provides administrative and recordkeeping services. If you have any questions, please contact Participant Services at 888-652-8086. Depending on your interaction with Ascensus, other privacy policies may apply in addition to this Policy. Apply to Senior Compliance Officer, Senior Operations Associate, Trustee and more!Ascensus, LLC provides administrative and recordkeeping services. ★★★★★. For general inquiries about READYSAVE 529 and/or suggestions for improving the app, send us an email at mobileapp@ascensus. Leverage your professional network, and get hired. Claim this business. Depending on your interaction with Ascensus, other privacy policies may apply in addition to this Policy. Who can I contact if I have a question about my IRA with Alliance Bernstein and Ascensus Trust? You can call Alliance Bernstein directly at 800-221-5672. Ascensus, LLC provides administrative and recordkeeping services. Log in Save for what matters with tax-advantaged accounts. Log In. DRESHER, Pa. You Can Pick Your Level Of Service: 800 Consulting. Sales representatives and contacts. Ascensus is the largest independent retirement and college savings services provider in the United States, helping over 6 million Americans save for the future. The average Ascensus salary ranges from approximately $39,371 per year for a Call Center Representative to $202,647 per year for a Director. It is not a broker-dealer or an investment advisor and does not provide tax, legal, or accounting services.