“In late 2013 Ascensus entered the 529 college savings plan market with the acquisition of Upromise Investments, Inc. (and its affiliates) the leading administrator of 529 college savings plans. In 2012, we expanded our retirement plan presence with the acquisition of ExpertPlan,”
Ascensus’ new brand includes a new logo and tagline (Always Have a Plan™) and reflects Ascensus’ evolution from a retirement plan services provider and recordkeeper to a more diverse company that now provides college savings plan services, educational services, compliance, and trust and custodial services.
“Our revitalized brand has a more contemporary and sophisticated appearance. We retained elements from our previous look and feel because we wanted to pay tribute to those aspects of our company culture that continue to define who we are and how we do business—such as our unwavering focus on high-quality service and the company’s core values of People Matter. Quality First. Integrity Always®,” commented Neil Smith, Executive Vice President of Strategic Business Support Services, Ascensus. “Our aim is to continue to build upon the strong reputation we have today, while also positioning us to keep evolving and achieve greater things tomorrow.”
Ascensus will continue a phased roll out of its new brand in 2014 with updates to marketing materials, websites, and corporate communications.
Ascensus is the largest independent retirement and college savings services provider in the United States, helping over 6 million Americans save for the future. With more than 30 years of experience, the firm partners with financial institutions to offer tailored solutions that meet the needs of financial professionals, employers, and individuals. Ascensus specializes in recordkeeping, administrative, and program management services, supporting over 43,000 retirement plans and 3 million 529 college savings accounts. It also administers more than 1.5 million IRAs and health savings accounts. For more information, visit www.ascensus.com.