Ascensus

The future of retirement isn't something we're waiting for. It's something we're building together. At our 2026 Elite Partner Experience, elite advisors, TPAs, key distribution partners, and Ascensus leaders came together to explore what's next for the retirement industry and the opportunity ahead to help more Americans save more. As the modern recordkeeper, Ascensus is built differently for what comes next. That means delivering a modern retirement experience, being easy to do business with, and expanding access to the guidance and tools that help savers reach their goals. Thank you to our partners for the insights, engagement, and enthusiasm that made this event such a success. We're future ready. Built for what's next.

Every saver deserves an advisor. Yet too many people face important financial decisions without access to professional financial advice. According to Cerulli Associates, 63% of active 401(k) participants do not have a financial advisor. Today, we announced a new workplace-to-wealth platform designed to help connect retirement savers with trusted financial advisors during some of life's most important financial moments. Helping more savers save more means making it easier for people to access the guidance they need to make informed financial decisions. This launch is an important step in expanding access to financial advice and helping more Americans achieve better financial outcomes. Learn more: https://lnkd.in/eeHCGje6

Retirement legislative changes are creating both opportunities and implementation challenges across the industry. That was one of the key insights from a recent Ascensus webinar poll of financial advisors and TPAs. The findings reveal where support is needed most: ▪️ Financial advisors are focused on which provisions will have the greatest impact on client outcomes ▪️TPAs are focused on how to implement those changes operationally Different roles require different support. As retirement legislation evolves, helping advisors and TPAs turn legislative change into better outcomes remains essential. Watch the full webinar: https://lnkd.in/e9nnUdXE

Join bank and credit union professionals from across the country for a personalized learning experience designed to help you deepen your expertise, earn continuing education credits, and connect with peers across the industry. ✅ Choose from 30+ courses covering IRAs, HSAs, qualified plans, education savings, and more ✅ Connect with industry professionals and subject matter experts ✅ Earn CE credits across 20+ leading industry designations Whether you're looking to expand your knowledge, stay current on industry developments, or build new professional connections, Ascend 2026 offers the flexibility to create an experience that aligns with your goals. Secure your spot today: https://lnkd.in/gY2vRmCS

Our Government Savings team is preparing for an important week in Detroit as a proud sponsor of the 2026 National Association of State Treasurers Annual Conference taking place September 27-30. For years, we’ve partnered with state leaders to help expand access to education, disability, and workplace savings programs—supporting more than nine million savers across 529, ABLE, and state auto-IRA programs. As the industry continues to evolve, we’re excited to join conversations around the future of savings, economic transformation, public policy, leadership, and collaboration. Together, we can continue driving meaningful progress for savers nationwide.

The Newport NQDC team is heading to Chicago for the National Association of Plan Advisors Nonqualified Plan + Workplace Wealth Forum. Durning the conference, discussions will revolve around ways to support workplace wealth strategies, including nonqualified deferred compensation (NQDC) plans. These plans can play an important role for business owners, executives, and highly compensated employees. Newport has helped organizations design and administer NQDC plans, leading the market for more than 40 years and serving more than 25% of the Fortune 500. If you'll be there: ☑️ Stop by Table 21 to meet the Newport team and talk all things NQDC ☑️ Hear from NQDC experts Clay Kennedy, NQPC, David Tippets, and Zeynep Rena Somersan during workshops throughout the forum https://lnkd.in/eYvBQ49d __________________________________ Clay Kennedy California Insurance License # 0L45811, David Tippets California Insurance License # 4435492, Newport Group, Inc. California Insurance License # OL54989, Ascensus Broker Dealer Services, LLC. (ABDS) California Insurance License # 6010846.

PEP conversations between advisors and their clients are happening more and more. But the decision to move to a PEP doesn't happen in a vacuum. Typically, it begins when client growth creates new complexity, administration starts consuming valuable time, or the business outgrows their current retirement structure. In this article, we explore real-world PEP adoption scenarios and how advisors can recognize when a pooled plan may make sense: https://lnkd.in/eBixJPf5

Our Government Savings team is heading to Nashville for the 529 Conference, September 23-25! As a proud sponsor, we’re excited to join leaders and experts from across the 529 and ABLE industries to discuss the trends, challenges, and opportunities shaping the future of education and disability savings. If you’re attending, don’t miss the “Product Strategy Trends and Outlook” panel featuring Stan Marshall, Ascensus Product Manager, at 10:45 a.m. on Thursday, September 24. We’d love to connect and share ideas about what’s ahead. See you there!

We're thrilled to welcome John Shapiro to Ascensus as Chief Product Officer. An accomplished product leader, John brings extensive experience building and leading large-scale product organizations. As Chief Product Officer, he will help shape our enterprise-wide product vision and strengthen how we develop and deliver solutions across the business. His leadership will help foster unified, client-focused, and outcome-oriented approaches to product development across the enterprise. “John brings a powerful combination of client focus, product leadership, and business acumen, and I'm excited about the impact he will have as we continue to grow and evolve.” —Nick Good, CEO of Ascensus Learn more: https://lnkd.in/eSuuk3Xg

A retirement plan can only make an impact if employees understand how to use it. Ascensus research found that a lack of understanding drives 60% of retirement plan non-participation, with only 58% of employees fully using their plan. The strongest retirement plans pair access with strategies that help employees take action: ✅ Automation that simplifies saving ✅ Education that improves understanding ✅ Ongoing engagement that encourages progress Download our white paper to learn how advisors and employers are helping employees make the most of their retirement benefits: https://lnkd.in/eU3jEtNY