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Ascensus
Savings-focused financial services
- 1001+ employees
- B2B
- Training
- Financial Services
- Outsourcing
- Upper Dublin Township, Dresher, PA
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Company mission
To enable its partners to deliver innovative solutions that help people save for what matters to them — retirement, education, and healthcare.
Our take
Ascensus helps millions of people to manage their savings and improve their financial security, by partnering with financial institutions, governments, advisors, and employers to offer tax-advantaged savings plans.
The company empowers its clients to deliver savings experiences that benefit their customers and/or workers through a combination of tailored technology and deep industry expertise. It has over 40 years of experience in 401(k) retirement plan design, and has entered both the college savings plan and health and benefits spaces since 2013, expanding its scope across all major types of savings.
In 2022, Ascensus began its merger with Newport, a retirement services provider, which will allow it to bring its leading capabilities to a broader array of advisors, partners, and clients. Combined, this entity will serve more than 15 million people in the US across upwards of 150,000 retirement plans, allowing Ascensus to further build on its leading position in the market.
Freddie
Company Specialist at Welcome to the Jungle
Benefits
- Paid Maternity and Paternity Leave
- Education and Training Opportunities
- Paid Time Off
- Education Reimbursement
- Health Insurance
- Associate Referral Program
Company values
- People Matter -- Treating individuals with respect and appreciation on a personal level shows People Matter. We’re trained to see any question or solution through the eyes of our clients. By putting the focus on people, we’ve created a culture that operates with transparency, welcomes diversity, and encourages social responsibility
- Quality First -- We believe that there's no substitution for diligent preparation, thorough quality control, and a continued commitment to excellence. From the dedicated service our associates provide to the technology and tools we offer, delivering a quality experience is our number one goal
- Integrity Always -- Here, we hold our associates to the highest ethical standards. We aim to earn and build trust with our clients and partners by delivering on our promises. We believe that doing what’s right, every time, ensures fair results.
Leadership
David Musto
(President & CEO, not founder)Former President of Great-West Investments for Great-West Financial, and Chair of the Defined Contribution Institutional Investment Association (DCIIA).