About
Founded in 1980, Ascensus is a financial services company with over $748 billion in administered assets. Partnering with financial institutions, governments, advisors, and employers, it offers “tax advantaged savings plans” designed to help people save for retirement, education, disability, and healthcare needs. Ascensus also describes itself as “the largest independent recordkeeping services partner, third-party administrator, and government and health savings facilitator” in the U.S.
As of September 2022, Ascensus is a bronze-level sponsor of SFOF (which no longer lists its donors on its website).
Operatives
- Senior Vice President Peg Creonte
- Vice President of Business Development Christopher Cyr