Ascensus

Today, Ascensus, the leading independent technology and service platform powering savings plans across America, announced that effective January 1, 2026, David Musto, Chair and Chief Executive Officer, will transition to the role of Executive Chairman. Nick Good, President, will succeed David as Chief Executive Officer. This transition reflects a strategic succession plan designed to ensure continuity of leadership for years to come. Since joining the Company in 2023, Nick has made significant contributions in partnership with David, advancing Ascensus’ transformation into a more client-centric, experience-driven organization. Nick has championed innovation across the business, including sharpening go-to-market strategy and execution, reimagining client and product experience, and advancing a culture of empowerment, professional growth, and client-first thinking. In his role as Executive Chairman, David will remain actively involved, providing strategic and operating counsel to Nick, the management team, and the Board. In addition, David will maintain accountability for key corporate and business development activities and will continue to shape Ascensus’ industry and government relationships. Read more about this exciting announcement: https://lnkd.in/dihzyNGk

We’re enhancing our IRAdirect express™ platform with powerful new integration capabilities—designed to minimize dual entry, reduce errors, and boost efficiency. Ascensus continues to deliver smarter, faster, and more compliant solutions for IRA and HSA administration. Learn more: https://lnkd.in/ev32gJdp  

Thank you to everyone who joined us in Scottsdale for the Newport Advisor Conference. This year’s theme, Accelerate: The Power of Partnership, was brought to life through expert-led panels on BOLI, COLI, and NQDC strategies, and keynotes from economist Marci Rossell and innovation strategist Steve Lerch. We’re grateful for the insights, energy, and collaboration that made this event so impactful. Here’s to accelerating forward together!

David Musto, Chair & CEO of Ascensus recently joined Lisa Kottler and Will Prest on the latest episode of Decoding Growth. While the topic was industry innovation and what’s ahead, the context was purpose, and the outcomes companies like Ascensus can deliver for savers. David noted: “What we’re really doing is leveraging technology and capabilities … all aligned against that objective of helping more savers save more. And that becomes very powerful …” It’s not just about what’s next—it’s about making the system stronger for the millions of Americans relying on it. 🎧 Listen to the episode today: https://lnkd.in/em8xVYjD

Advisors: Have you checked out the breadth of savings solutions available to you through Advisor Central? From retirement plans to institutional insurance, consulting services, and education savings, it’s all there for you in our one-stop destination—Advisor Central. Discover how our thoughtfully curated solutions and resources can power your retirement practice to new heights: https://lnkd.in/eg2s4jUg

Fall tuition: Paid. ✔️ This withdrawal season, families across the country tapped into their 529 savings to fund over $8 billion in education expenses. We’re honored to be part of these students’ academic journeys and inspired by the commitment behind every contribution. Ready for more good news? We're making it even easier to help them achieve their dreams. Account owners will be able to request a withdrawal directly from the READYSAVE 529 mobile app by the end of this year!

Savannah brought the sunshine, but it was our Elite Advisors, TPAs, and key distribution partners who made the 2025 Elite Partner Experience unforgettable. One week later, we’re still energized by the conversations, connections, and commitment to powering possibility—for your businesses, your clients, and the future of retirement. Your dedication to improving outcomes for savers across America continues to inspire us. Thank you for your partnership and trust. 🎥 Take a look back at the moments that made this year so memorable.

If you’re attending The SPARK Institute, Inc. Forum this November, don’t miss hearing from our Chair and CEO David Musto about what skills next generation Retirement leaders will need.

We're delighted to welcome three new members to the Retirement Distribution team. Kevin Amoruso, AIF®, CPFA® is joining our National Key Accounts team working with our key distribution partners to grow our retirement plan business.   Tiffany Hanks will lead our TPA partnerships and initiatives to drive growth with energy and expertise. Jefferson Hornsby will be supporting our Elite Advisors in growing their practices. Glad to have you all on board!

Excited to share that Ascensus ranked #3 in the J.D. Power 2025 U.S. Retirement Plan Digital Experience Study. And, thanks to our associates, clients and partners, the best is yet to come! https://lnkd.in/eMvRtGuU