8% of Ascensus employees are Asian. Glossary of Terms; Frequently Asked Questions (FAQs) If you have any questions, please contact Participant Services at 888-652-8086. 267-549-1057. Vanguard will offer a bundled 401 (k) and profit-sharing plan service for companies with assets of less than $20 million through a partnership with Ascensus. The "Most Likely Range" represents. Forgot Your Password? Date of Birth. Quality First. A safe harbor 401(k) is a specific 401(k) retirement plan design that allows sponsoring employers to avoid certain compliance testing. - Ascensus - RPLink I'm currently getting these errors depending on the retry attempt: - BID = 67371 - BID = 66684 - BID = 67733 Any ideas? 0. Important Disclosures from J. The average salary for Client Service Manager at companies like ASCENSUS in the United States is $64,129 as of October 25, 2023, but the range typically falls between $53,772 and $74,486. The average employee at Ascensus makes $74,900 per year. Ascensus, LLC. Ascensus’ highly educated ERISA consultants respond to hundreds of IRA, HSA, ESA, and employer-sponsored retirement plan questions every week through Ascensus’ 800 Consulting service. Please enter your UserID below. Terms and Conditions | Privacy Management | Security © 2023 Ascensus, LLC. Firefox. Advisor login. VGI has entered into an agreement with Ascensus, LLC. pays its employees an average of $76,269 a year. Get Directions. Go to Mint -- Add Accounts -- and then type 'Ascensus - RP Link'. Whichever path you choose, our experts will be here to support you with industry expertise and exceptional service, every step of the way. User ID: Password: Ascensus Employee. e. We believe everyone deserves to feel financially secure, and together, we're better. It is not a broker-dealer or an investment advisor and does not provide tax, legal, or accounting services. Flexible plan designs to fit your needs. Salary: $108,993. User ID: Password: Ascensus Employee. Online security is a shared responsibility between you, the account owner, and Ascensus, the service provider. HQ. 529 Fit is designed to leverage your business’s. You will need to enter your personal information, create a user ID and password, choose a security question, and select. 4d ago. DRESHER, Pa. Ascensus ® and the Ascensus logo are trademarks of Ascensus, LLC. Did you know we have a mobile app? Get secure, one-touch access to your account with READYSAVE ™Ascensus, LLC provides administrative and recordkeeping services. Users enter their current savings rates, desired age of retirement, and their monthly retirement income needs. April 3, 2023. Mandatory redemption fees are charged by some funds for short-term trades, i. Ascensus. Welcome to Academy. Is. In 2022, Ascensus, Newport, and PAi joined to form one company. Ascensus ® and the Ascensus logo are trademarks of Ascensus, LLC. FuturePlan by Ascensus announced Friday that it’s introducing a new employer aggregated plan, called FuturePlan EAP, in collaboration with Voya Financial. It is not a broker-dealer or an investment advisor and does not provide tax, legal, or accounting services. View your balance, contributions, investments, and more. to 8:00 p. 0. Depending on your interaction with Ascensus, other privacy policies may apply in addition to this Policy. Combining plan design and compliance, this specialized solution lets you craft retirement plans that are as unique as your. It is not a broker-dealer or an investment advisor and does not provide tax, legal, or accounting services. Terms and Conditions | Privacy Management | Security © 2023 Ascensus, LLC. Found it. ; Make sure that Cookies is turned on. The "Most Likely Range" represents values. Average Ascensus hourly pay ranges from approximately $13. Payroll integration is available across our various partner products. Zip Code. It offers savings plans of various kinds. Ascensus, whose technology and expertise help millions of people save for retirement, education, and healthcare, announced that it has entered into a definitive agreement under which Newport Group (Newport), the Walnut Creek, California-based retirement services provider, will merge with Ascensus. FEES AND EXPENSES. Dresher, PA — July 13, 2022 — Ascensus —whose technology and expertise helps millions of people save for retirement, education, and healthcare— announced today that Kasey Price will assume the role of President of FuturePlan by Ascensus on Aug. The fee is generally used to defray fund costs associated with the redemption. Fax 218-825-5713 Email [email protected] or considered imputed knowledge of Ascensus. 1655 43rd St S STE 100, Fargo, ND 58103-3582. an electronic or physical signature of the person authorized to act on behalf of the owner of the copyright's interest; a description of the copyrighted work that you claim has been infringed, including the URL (i. * We offer a single source for implementation, recordkeeping, administration, client service, marketing, and investment services. Ascensus, LLC provides administrative and recordkeeping services. You will need to enter your personal information, create a user ID and password, choose a security question, and select your. This number represents the median, which is the midpoint of the ranges from our proprietary Total Pay Estimate model and based on salaries collected from our users. Quicken prompted for my birthday as additional authentication, which I provided. User ID: Password: Ascensus Employee. an electronic or physical signature of the person authorized to act on behalf of the owner of the copyright's interest; a description of the copyrighted work that you claim has been infringed, including the URL (i. It is not a broker-dealer or an investment advisor and does not provide tax, legal, or accounting services. Before investing in any 529 plan, please consider whether your or the beneficiary’s home state offers any state tax or other state benefits such as financial aid, scholarship funds, and protection from creditors that are only available. Our technology, market insights, and business knowledge enhance the growth and success of our partners, their clients, and savers. Salary ranges can vary widely depending on many important factors, including education, certifications, additional skills, the number of years. We would like to show you a description here but the site won’t allow us. 2014 The ABC Retirement Plan Important note: This is a sample enrollment guide and may contain features, investments, and offerings not supported by your plan. Who can I contact if I have a question about my IRA with Alliance Bernstein and Ascensus Trust? You can call Alliance Bernstein directly at 800-221-5672. Our collection of technical reference manuals for your staff contains rules, regulations, and authoritative guidance. Retirement Join your company's retirement plan today and start your journey to financial freedom. Search job openings at Ascensus. Ascensus, LLC provides administrative and recordkeeping services. m. Depending on your interaction with Ascensus, other privacy policies may apply in addition to this Policy. In 2022, Ascensus, Newport, and PAi joined to form one company. Next. ). The estimated base pay is $41,050 per year. Ascensus, LLC provides administrative and recordkeeping services. Ascensus, LLC. Apply to Senior Compliance Officer, Senior Operations Associate, Trustee and more!Ascensus, LLC provides administrative and recordkeeping services. Safari for Desktop. Ascensus, LLC provides administrative and recordkeeping services. 2B. Ascensus will prepare and post the signature ready documents to our secure electronic signature website, Sertifi. I provided my Web User ID and Password when asked. United States: Atlanta: 2951 Flowers Rd S #217: United States: Atlanta: 5901b Peachtree Dunwoody Rd #170: United States: Bellevue: 10900 NE 8th St #1310:Ascensus, LLC provides administrative and recordkeeping services. At Ascensus, we care about what’s important to you and want you to succeed. Before investing in any 529 plan, please consider whether your or the beneficiary’s home state offers any state tax or other state benefits such as financial aid, scholarship funds, and protection from creditors that are only available. Instructions to Log In or Reset your MyEd Student Account Student Log in . Ascensus, LLC provides administrative and recordkeeping services. The "Most Likely Range" represents. to 8:00 p. The most common ethnicity at Ascensus is White (72%). Before investing in any 529 plan, please consider whether your or the designated beneficiary’s home state offers its taxpayers any benefits that are only available through that state’s 529 plan. With Ascensus, you and your advisor have the freedom to design a plan that will work for your unique business and employees—both today and as the business evolves and grows. The company provides a range of service models, from recordkeeping and administration to full-service program. com. Website. 200 Dryden Rd E Upper Dublin Twp PA 19025. Enter Email Address. Salary ranges can vary widely depending on many important factors, including education, certifications, additional skills, the. He holds an M. 8 out of 5, based on over 528 reviews left anonymously by employees. All Rights Reserved. Ascensus is the largest independent retirement and college savings services provider in the United States, helping over 12 million Americans save for the future. It offers savings plans of various kinds. 866-794-2950 - Ascensus Trust IRA Inquiries. Anthony Bologna, Division VP, Eastern Region. All rights reserved. Nov 03, 2021. Retirement Markets 2021. 10% of Ascensus employees are Hispanic or Latino. Ascensus, LLC. Former Customer Service Representative in East Los Angeles, CA, California. Salary ranges can vary widely depending on many important factors, including education, certifications, additional skills, the number of. 5Available for most 529 plans serviced by Ascensus. The. It is not a broker-dealer or an investment advisor and does not provide tax, legal, or accounting services. Forgot Your Username? Social Security #. Locations. Ascensus, LLC provides administrative and recordkeeping services. With increased federal and state emphasis on small business employers assisting their employees with retirement readiness, now is the time to take advantage of our online SEP and. By using this system, whether in authorized or. BBB File Opened: 7/2/2001. Follow Ascensus Each year, Ascensus helps more than 12 million Americans save for retirement and college education. m. By Gregg Greenberg. Anthony Bologna, Division VP, Eastern Region. If you have any questions, please contact Participant Services at 888-652-8086. Many aspects of 401(k) plans are subject to compliance testing to ensure that higher paid employees and owners don’t benefit from the plan disproportionately in comparison with the rank-and-file employees. If you have any questions, please contact Participant Services at 888-652-8086. And we’ll be here to help at every step. Fax 218-825-5713 Email PershingPlanDocs@ascensus. It is not a broker-dealer or an investment advisor and does not provide tax, legal, or accounting services. Monday - Friday, 9 am - 8 pm EST. Ascensus helps millions of people save for a better future. Through partnerships with financial institutions and financial professionals, our savings plans are designed to be smart, clear, personal, and most of all, effective. Visit Website. All rights reserved. 3/2022) Page 2 of 3 ©2022 Ascensus, LLC The Plan Administrator will check here if the following election does NOT apply. Our. If you would rather speak directly with a customer service representative, give us a call at 1-888-917-7117. The estimated base pay is $37,583 per year. Ascensus® and Ascensus® logo are registered trademarks used under license by Ascensus, LLC. It is not a broker-dealer or an investment advisor and does not provide tax, legal, or accounting services. Ascensus - Participant Login. myaccount. Plan sponsors have watched for updates to the process of filing Form 5500 over the past three years as the Department of Labor’s (DOL’s) Employee Benefits Security Administration, the IRS, and the Pension Benefit Guaranty Corporation (“the Agencies”) released changes to the form to comply with provisions in. Reviews from Ascensus employees about Ascensus culture, salaries, benefits, work-life balance, management, job security, and more. The average Ascensus hourly pay ranges from approximately $18 per hour for a Call Center Representative to $61 per hour for a Manager. Managing retirement plan administration pre-COVID was already a challenge. Ascensus, LLC provides administrative and recordkeeping services. It is not a broker-dealer or an investment advisor and does not provide tax, legal, or accounting services. Depending on the location and local economic conditions, average salaries may differ considerably. We would like to show you a description here but the site won’t allow us. com. 4000 (2020) Website. A safe harbor 401(k) is a specific 401(k) retirement plan design that allows sponsoring employers to avoid certain compliance testing. For general inquiries, please email customercare@ascensustrust. Newport offers comprehensive plan solut. Ascensus and ShareBuilder Advisors, LLC are unaffiliated legal entities and each is responsible for its own separate products and services. It is not a broker-dealer or an investment advisor and does not provide tax, legal, or accounting services. Ascensus, LLC. Ascensus helps millions of Americans save for life’s biggest moments—education, healthcare, and retirement. For businesses: Promoting the 529 network of plans 529 Fit integrates with your business model to allow your customers or employees across the country to find a 529 plan suited to their situation and open an account. As one of the largest document providers in the industry, Ascensus’ forms are kept up to date to reflect the latest compliance requirements and regulatory changes. Ascensus receives the completed Plan Establishment Kit and reviews the documents for accuracy and complete information. Ascensus, LLC provides administrative and recordkeeping services. Before investing in any 529 plan, please consider whether your or the designated beneficiary’s home state offers its taxpayers any benefits that are only available through that state’s 529 plan. Call center support 800-346-3860, option 2, suboption 1. Format: mm/dd/yyyy. Monday through Friday from 8:00 a. I don't think there is any way around it. Leverage your professional network, and get hired. txt, in the same folder as your Quicken data file), and it contains the entries for Ascensus; they should be showing up in the new account window. Lori Zeman, Division VP, Western Region. Forgot Password? Our representatives are available to assist you with any questions or concerns. There are a bunch of Vanguard options, but don't know which (if any) are for the Ascensus administrated plan. We need to verify your identity before we create your account. Ascensus provides the resources to help drive sales and the client support to simplify plan management. Participant’s Election To Waive Qualified Joint And Survivor Annuity As a participant in my employer’s Qualified Retirement Plan, I acknowledge that I have read the “Distribution Notice. Location of This Business. 1. Format: mm/dd/yyyy. Among the best-known and most popular company-sponsored retirement plans, a 401 (k) gives employers flexibility in plan features and design, has high contribution limits, and can be a valuable tool in employee recruiting and retention. We believe everyone deserves to feel financially secure, and together, we're better positioned than ever to advance that mission. Ascensus and Morningstar Associates LLC are not affiliated with VMC, VGI, or any of their affiliates. Headquarters. Today’s top 52 Ascensus Customer Service jobs in United States. This rating has decreased by -2% over the last 12 months. $30k-38k yearly est. Depending on your interaction with Ascensus, other privacy policies may apply in addition to this Policy. Insurance Ascensus's Social Media. Access your retirement account information anytime, anywhere with this convenient and secure mobile app. XSEP and SIMPLE IRA retirement plans are great options to consider for small business owners who don’t want a full-fledged profit-sharing or 401 (k) retirement plan. This number represents the median, which is the midpoint of the ranges from our proprietary Total Pay Estimate model and based on salaries collected from our users. Before investing in any 529 plan, please consider whether your or the beneficiary’s home state offers any state tax or other state benefits such as financial aid, scholarship funds, and protection from creditors that are only available. An all-around solution for your payroll needs. It was founded in 1980; the head office is in Dresher, Pennsylvania. November 2021. Full-service administration. The estimated base pay is $41,050 per year. Email Address Restart LoginAscensus, LLC provides administrative and recordkeeping services. Ascensus® and Ascensus® logo are registered trademarks used under license by Ascensus, LLC. Although these accounts are primarily to help families save for education, their operation is similar in function to IRAs and HSAs. Our people. Whether you’re new or a seasoned professional, we can help. Please Sign In. Depending on your interaction with Ascensus, other privacy policies may apply in addition to this Policy. Ascensus, LLC provides administrative and recordkeeping services. 200 Dryden Rd E Ste 4000, Dresher, Pennsylvania, 19025, United States. Ascensus, LLC provides administrative and recordkeeping services. Before investing in any 529 plan, please consider whether your or the beneficiary’s home state offers any state tax or other state benefits such as financial aid, scholarship funds, and protection from creditors that are only available. Ascensus, LLC. Many aspects of 401(k) plans are subject to compliance testing to ensure that higher paid employees and owners don’t benefit from the plan disproportionately in comparison with the rank-and-file employees. Get high-speed fiber internet today! Same day or same week installations. Dresher, PA—November 3, 2021— Ascensus, whose technology and expertise help millions of people save for retirement, education, and healthcare, announced that it has entered into a definitive agreement under which Newport Group (Newport), the Walnut Creek, California-based retirement services provider, will merge with Ascensus. A link to the MyEd BC portal can be found on the Oak Bay website underJoin us as we welcome racers to Canada on June 9 and 10, celebrate with them individually and stay for the party to celebrate with them as a group. Consulting. Last once month it was working for but I had to manually type in the second level of security info. View our forms collections. 3. Restart Login. Set Up Your Online Account. We provide account opening documents and the necessary maintenance forms for: Traditional and Roth IRAs. The average salary for Client Service Representative at companies like ASCENSUS in the United States is $45,690 as of September 25, 2023, but the range typically falls between $39,229 and $52,151. Welcome to Ascensus Forgot Your Username? Social Security # Format: xxx-xx-xxxx Date of Birth Format: mm/dd/yyyy Zip Code Back to LoginLog In. Ascensus provides administrative and recordkeeping services and is not a broker-dealer or an investment advisor. 69% of employees would recommend working at Ascensus to a friend and 66% have a positive outlook for the business. Managed account required. It was founded. Ascensus, LLC provides administrative and recordkeeping services. IRA University is also the first step in our IRA Fast Track training program, designed for you. Salary ranges can vary widely depending on many important factors, including education, certifications, additional skills. Website. Username. com Regular Mail Express or Overnight Mail Ascensus DCS Unit Ascensus DCS Unit PO Box 577, Fort Washington, PA 19034 575 Pinetown Road #577, Fort Washington, PA 19034 If you have any questions, please contact the Ascensus Document Compliance Service Team at 866-604-7402. Access your retirement account information anytime, anywhere with this convenient and secure mobile app. Log In. m. Non-spousal corporations and nonprofit businesses do not meet the conditions to establish an Ascensus Individual(k) plan. It offers savings plans of various kinds. It is not a broker-dealer or an investment advisor and does not provide tax, legal, or accounting services. Before investing in any 529 plan, please consider whether your or the beneficiary’s home state offers any state tax or other state benefits such as financial aid, scholarship funds, and protection from creditors that are only available. 215-648-5351. Whichever path you choose, our experts will be here to support you with industry expertise and exceptional service, every step of the way. As we move forward as one organization, the Newport and PAi brands will begin to transition to Ascensus. It is not a broker-dealer or an investment advisor and does not provide tax, legal, or accounting services. 20. (ET) at 866-809-8146. ” I understandAscensus - Participant Login. In 2022, Ascensus, Newport, and PAi joined to form one company. m. The chart shows total cash compensation for the ASCENSUS Customer Service Representative in the United States, which includes base, and annual incentives can vary anywhere from $34,144 to $43,381 with an average total cash compensation of $38,762. (d) Client acknowledges that Ascensus is not a fiduciary. Ascensus, LLC provides administrative and recordkeeping services. 503-333-4341. It is not a broker-dealer or an investment advisor and does not provide tax, legal, or accounting services. I can't say anything bad about a company that starts matching what you contribute at 4% right away from the beginning, has an hsa, flsa, and 529 for your kids, and even will put in the. Contact us Participants and plan sponsors looking to view and manage their Ascensus retirement plan account can access their login page here. User ID: Password: Ascensus Employee. Ascensus is one of the largest, independent retirement plan record keepers for plans in all size segments of the market. The plan combines Vanguard investment options with recordkeeping from Ascensus. to provide certain plan recordkeeping and administrative services on VGI’s behalf. Ascensus, LLC provides administrative and recordkeeping services. The average salary for Retirement Service Consultant at companies like ASCENSUS in the United States is $165,800 as of September 25, 2023, but the range typically falls between $123,070 and $208,529. 1 Cerulli Associates. CoPilot Small Business 401 (k) and Individual (k) 833-893-3233. Log in Save for what matters with tax-advantaged accounts. It is not a broker-dealer or an investment advisor and does not provide tax, legal, or accounting services. Before investing in any 529 plan, please consider whether your or the designated beneficiary’s home state offers its taxpayers any benefits that are only available through that state’s 529 plan. Offering a full range of support options for small businesses to start a 401(k) plan or manage an existing plan, our Individual(k) options. 4000 (2020) Website. This way, our clients can focus on what’s most important—developing trusted relationships and growing their business. 866-794-2950 - Ascensus Trust IRA Inquiries. Ascensus will have no obligation to notify Client of any plan compliance failure except to its reasonable knowledge the failure of Client to timely amend its plan document for regulatory purposes. It is not a broker-dealer or an investment advisor and does not provide tax, legal, or accounting services. HSA Employer Contribution*. Country City Address; United States: Dresher: 200 Dryden Rd #4000. Password: Submit. Our extensive training products and nationally recognized seminars—both on-site and technology-based—give you the knowledge to stay current on the retirement, health, and education savings plan industries. Please note that all salary figures are. It is not a broker-dealer or an investment advisor and does not provide tax, legal, or accounting services. Ascensus, LLC. m. 3, 2021 /PRNewswire/ -- Ascensus, whose technology and expertise help millions of people save for retirement, education, and healthcare, announced that it has entered into a. 2. View Forms & Document Services. Before investing in any 529 plan, please consider whether your or the beneficiary’s home state offers any state tax or other state benefits such as financial aid, scholarship funds, and protection from creditors that are only available. It is not a broker-dealer or an investment advisor and does not provide tax, legal, or accounting services. Depending on your interaction with Ascensus, other privacy policies may apply in addition to this Policy. The average Ascensus salary ranges from approximately $37,583 per year for a Call Center Representative to $228,383 per year for a Director. Have questions? Email your sales rep. All rights reserved. Average of 7 Customer Reviews. 17, which is 14% above the national average. Ascensus, LLC provides administrative and recordkeeping services. 5 million (2018) Number of employees. As the nation's largest independent recordkeeping services provider, third-party administrator, and government savings facilitator, Ascensus has a unique perspective on how people are saving for the future. m. Now it is saying that Acsensus is blocking mint and refusing the connection. This system is the proprietary property of Ascensus and may be accessed and used only by parties authorized by Ascensus. VGI has entered into an agreement with Ascensus, LLC. We believe in the value of the trusted relationship of the financial adviser. Count on us to help keep your plan compliant and to deliver high levels of service and support, including proactive notifications to support plan administration. It is not a broker-dealer or an investment advisor and does not provide tax, legal, or accounting services. Related searches my ascensus rplink. 56 reviews from Ascensus employees about working as a Customer Service Representative at Ascensus. Ascensus Password Reset Portal. ET. Ascensus® and Ascensus® logo are registered trademarks used under license by Ascensus, LLC. " 3. industry experience, Ascensus has the insight and knowledge to help you succeed. New Ascensus Customer Service jobs added daily. Advertisement. Investment advisory services are provided by ShareBuilder Advisors, LLC, an SEC-registered investment advisor. At Ascensus Trust, we help businesses and individuals safeguard their assets, streamline their responsibilities, and simplify asset management. Documents Only 877-858-9659. Depending on your interaction with Ascensus, other privacy policies may apply in addition to this Policy. Get immediate online access to your clients' Ascensus-administered 529 plans with 529 QuickView. This review is for both Future Plan and. Welcome to the Ascensus new user registration. About Ascensus . . ET. 701-271-3460 - Estate or Wealth Management Inquiries. Last Modification Date: February 23, 2017 17:29:04Ascensus 401K Login Rp Link - Search Result. Health Insurance. com Regular Mail Express or Overnight Mail Ascensus DCS Unit Ascensus DCS Unit PO Box 577, Fort Washington, PA 19034 575 Pinetown Road #577, Fort Washington, PA 19034 If you have any questions, please contact the Ascensus Document Compliance Service Team at 844-858-6078. Ascensus, LLC provides administrative and recordkeeping services. Quicken Alyssa Moderator mod. It is not a broker-dealer or an investment advisor and does not provide tax, legal, or accounting services. That’s why we offer a wide range of benefits, such as student loan refinancing, healthy living programs, paid volunteer time off, and more. Ascensus is the largest independent recordkeeping services provider, retirement plan third-party. ; Select Site settings. 3. You'll continue to experience many of the same features and services you have with Newport and PAi today—with future enhancements to come. If additional information is required, Ascensus will contact you or your financial advisor. VGI has entered into an agreement with Ascensus, LLC. It is not a broker-dealer or an investment advisor and does not provide tax, legal, or accounting services. PAi provides 401(k) retirement savings solutions to small businesses nationwide. Because you deserve to retire on your own terms Join the plan ASN_OFC. Ascensus Login | ShareBuilder 401k. e. It is not a broker-dealer or an investment advisor and does not provide tax, legal, or accounting services. Ascensus, LLC provides administrative and recordkeeping services. 0 Act Webinar Learn more >. Please Sign In.