Ascensus

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

Powering Partnership is more than a phrase. It’s a commitment. Hear firsthand how becoming an Ascensus Elite Partner can elevate your business and deepen your client relationships. https://lnkd.in/eqX73keY

We're delighted to welcome Josh Rundle as Head of Investment & Wealth Solutions later this month. “Josh’s leadership will add momentum to our current efforts and further strengthen the value we bring to savers, employers, and savings program sponsors, maintaining our long-standing alignment with our institutional partners, clients, and their advisors.” – David Musto, Ascensus Chair and CEO Learn more: https://lnkd.in/ddinpArA 

Powering Alignment: Soundbites from our partners — live from the 2025 Elite Partner Experience.

Meet CalSavvy: the first AI-powered chatbot for state auto-IRA programs. In partnership with the State of California, we’re proud to launch this ground-breaking innovation designed to help over 600,000 employers access the information they need to register with CalSavers or offer a qualified retirement plan by the end of 2025. That means hundreds of thousands of savers will gain access to retirement plans, bringing us closer to a more financially secure future for all. CalSavvy is a powerful example of our larger commitment to responsible AI solutions for clients. It reflects how we’re deploying artificial intelligence to create higher-quality, more intuitive experiences that support our noble purpose of helping more savers save more. With 24/7 bilingual support, CalSavvy makes it easier than ever for workers across California to understand program features, engage with their retirement benefits, and take steps toward long-term financial wellness. Learn more: https://lnkd.in/eBzuRpZT

Leading advisors know the power of partnership—and delivering impactful practice management resources is one way we’re aligned with advisors to help them grow. It’s why we launched Advisor Central, where you’ll find compelling growth strategies to build your brand, prospect, and expand your business. Explore how we can help power your practice: https://lnkd.in/eqVU4_X2