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May 04, 2015 1:11 AM ET

Capital Markets

Company Overview of Ascensus, Inc.

Company Overview

Ascensus, Inc. provides independent retirement planning and college savings services in the United States. Its retirement plan services include outsourcing and product distribution, marketing and sales support, plan design and documentation, investments, employee education, plan implementation and conversion, plan administration and recordkeeping, ERISA consulting and compliance, and trust and custody. The company also provides document services, such as contract restatement and amendment, irrevocable trust, rabbi trust, and trusteed buy/sell services; processing and administration services, including fully-administered IRAdirect programs, self-administered IRAdirect programs, and tax report...

200 Dryden Road

Dresher, PA 19025

United States

Founded in 1975





Key Executives for Ascensus, Inc.

Chief Executive Officer and President
President of Ascensus College Savings
Senior Vice President of Client Service
Senior Vice President of Strategic Business Support Services
Vice President of Marketing & Communications
Compensation as of Fiscal Year 2014.

Ascensus, Inc. Key Developments

Ascensus Announces Executive Appointments

Ascensus has appointed two new vice presidents to lead national sales and key account management efforts. Anthony Bologna has been promoted to the role of vice president and national sales director. In the position, Bologna takes on responsibility for a team of 14 regional specialists working exclusively with financial professionals in the distribution of retirement plan solutions. He has nearly 20 years of retirement plan experience and has worked with financial professionals in a variety of roles within Ascensus-most recently as a Chicago-based retirement specialist. Ascensus also announced that Ted Samsel has been appointed vice president, key accounts and strategic partners. In this role, Samsel will be responsible for developing and expanding broker/dealer relationships and leveraging the firm's strategic partner team to build deeper relationships with financial professionals. Samsel held marketing, leadership, and administrative positions prior to joining Ascensus.

Ascensus and LPL Financial Partner to Provide Financial Advice and Education to LPL Clients

Ascensus has partnered with LPL Financial LLC, to provide access to its Worksite Financial Solutions platform for LPL plans and plan participants on the Ascensus recordkeeping platform that have engaged one of LPL's advisors. LPL's Worksite Financial Solutions provides the benefit of enabling participants to engage with their LPL financial advisor directly--either face-to-face, online, or over the phone--to receive personal financial advice based on their unique situation so they can adequately plan for the future. Worksite Financial Solutions is fully integrated with LPL Financial's reporting and monitoring tools for plan advisors. Participants who are clients of LPL can receive account reviews and updates from their advisor, creating opportunities for advisors to form closer relationships with plan participants.

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