5 million (2018) Number of employees. Restart Login. View your balance, contributions, investments, and more. 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. Ascensus has an overall rating of 3. Please Sign In. 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. Retirement Markets 2021. So, if you notice the Ascensus logo or brand. Sales representatives and contacts. Log In. It is not a broker-dealer or an investment advisor and does not provide tax, legal, or accounting services. Country City Address; United States: Dresher: 200 Dryden Rd #4000. Save for what matters−your way. Featured. ascensus. ★★★★★. 4. User ID: Password: Ascensus Employee. User ID: Password: Ascensus Employee. We provide trust services to both qualified and nonqualified employee benefits. Ascensus ® and the Ascensus logo are trademarks of Ascensus, LLC. Log In. Depending on your interaction with Ascensus, other privacy policies may apply in addition to this Policy. FrontierTrust. Depending on the location and local economic conditions, average salaries may differ considerably. Depending on your interaction with Ascensus, other privacy policies may apply in addition to this Policy. It is not a broker-dealer or an investment advisor and does not provide tax, legal, or accounting services. The average salary for Retirement Plan Consultant (remote opportunities available) at companies like ASCENSUS in the United States is $78,225 as of October 25, 2023, but the range typically falls between $67,282 and $89,167. $30k-38k yearly est. m. 215-648-5351. Ascensus also takes affirmative action to employ, and advance. Page 1 of 8 Copyright ©2018 Ascensus, LLC. Ascensus, LLC provides administrative and recordkeeping services. Average Ascensus hourly pay ranges from approximately $13. Ascensus is the largest independent retirement and college savings services provider in the United States, helping over 6 million Americans save for the future. Please Sign In. HSA Employer Contribution*. 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. Or click here Back to Course3Only tuition and fees for qualified k-12 schools up to $10,000 per year are eligible expenses. Headquarters. Mandatory redemption fees are charged by some funds for short-term trades, i. , April 26, 2021 /PRNewswire/ -- Ascensus announced today that funds managed by Stone Point Capital, the Greenwich, CT -based private equity firm. Newport offers comprehensive plan solut. It is not a broker-dealer or an investment advisor and does not provide tax, legal, or accounting services. com. com is now AscensusTrust. Let our IRA consultants show you what we. Fax 218-825-5713 Email employerdirect@ascensus. Victoria launches the race into. Ascensus is the largest independent retirement and college savings services provider in the United States, helping over 6 million Americans save for the future. A safe harbor 401(k) is a specific 401(k) retirement plan design that allows sponsoring employers to avoid certain compliance testing. A safe harbor 401(k) is a specific 401(k) retirement plan design that allows sponsoring employers to avoid certain compliance testing. Ascensus Login | ShareBuilder 401k. View Company Info for Free. 4Earnings on non-qualified withdrawals are subject to federal income tax and may be subject to a 10% federal penalty tax, as well as state and local income taxes. Dresher, PA 19025-1044. It is not a broker-dealer or an investment advisor and does not provide tax, legal, or accounting services. $5. Ascensus, LLC provides administrative and recordkeeping services. 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. Newport, an Ascensus company, helps employers offer their associates a more secure financial future through retirement plans, insurance and consulting services. Get StartedThe average Ascensus salary ranges from approximately $39,371 per year for a Call Center Representative to $202,647 per year for a Director. Submit. 1 Cerulli Associates. Ascensus - Mobile Retirement Login. We’re also one of the savings plan industry’s leading providers of outsourced services. Depending on your interaction with Ascensus, other privacy policies may apply in addition to this Policy. Ascensus, LLC. Business Started Locally:Hmmm, now I'm puzzled, too. We provide complete administration. If you have any questions, please contact Participant Services at 888-652-8086. If you would rather speak directly with a customer service representative, give us a call at 1-888-917-7117. Depending on your interaction with Ascensus, other privacy policies may apply in addition to this Policy. Former Newport or PAi participant retirement accounts, log in here. Although these accounts are primarily to help families save for education, their operation is similar in function to IRAs and HSAs. Salary information comes from 47 data points collected directly from employees, users, and past and present job advertisements on Indeed in the past 36 months. All rights reserved. Ascensus. It is not a broker-dealer or an investment advisor and does not provide tax, legal, or accounting services. Many aspects of 401(k) plans are subject. Call 800-346-3860, option 2, suboption 3 or email education@ascensus. Format: mm/dd/yyyy. 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. 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. 9 rating for career opportunities. 69% of employees would recommend working at Ascensus to a friend and 66% have a positive outlook for the business. Average of 7 Customer Reviews. Date of Birth. A. Ascensus, LLC provides administrative and recordkeeping services. 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. Paid Time Off. The Cerulli Report: U. (215) 648-8000. He has over 25 years of industry and private equity experience at firms including Broadridge, US Trust/Bank of America, McKinsey, and ATT Capital. Now with Cycle 3 restatement added to the mix, it’s even more so. The estimated base pay is $41,050 per year. to 8:00 p. e. PAS is an Internet-based prototype plan document generation system that makes plan document preparation, set up, and modifications fast, easy, and accurate. This six-week online course provides the tools to build a solid IRA knowledge base and become certified as a Certified IRA Specialist (CIS) I. 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. m. This system is the proprietary property of Ascensus and may be accessed and used only by parties authorized by Ascensus. HURRY don't miss this deal! New customers can get $20 off/month for the first yearUS$ 302. Vacation Days Purchase Plan*. Please Sign In. Have questions? Email your sales rep. Ascensus provides administrative and recordkeeping services. 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. It is not a broker-dealer or an investment advisor and does not provide tax, legal, or accounting services. It is not a broker-dealer or an investment advisor and does not provide tax, legal, or accounting services. User ID: Password: Ascensus Employee. Save for Education. It is not a broker-dealer or an investment advisor and does not provide tax, legal, or accounting services. Our collection of technical reference manuals for your staff contains rules, regulations, and authoritative guidance. With 529 QuickView, you have one-stop access for answers to your clients' account questions with data that is easily. Initial Plans See Streamlined Plan Administration and New Service Options. #10486 (12/2007) Using the QP/401(k) Separation From Service Distribution Request Form Your plan permits you to withdraw your vested account balance when you separate from servic. Ascensus, LLC provides administrative and recordkeeping services. Purchase the digital download of our SECURE 2. 1655 43rd St S STE 100, Fargo, ND 58103-3582. The "Most Likely Range" represents. We know that paperwork and forms can be daunting for most people. , Nov. Ascensus - Mobile Retirement Login. Whether you’re looking for administrative solutions, forms, document services, or ERISA consulting, Ascensus can do. Ascensus pre-approved QRP document sponsors will receive email communications from RPS-ContractAdministration@ascensus. However, once your rollover has been completed, it will have been worth the effort to get it done. It is not a broker-dealer or an investment advisor and does not provide tax, legal, or accounting services. Cli entAnyone know how to connect Ascensus Vanguard account? Title says it all. Customer Service Representative Job At Ascensus. About Ascensus . In 2022,. 1, 2022. HSA Employer Contribution*. The “turnkey service” will include funds, recordkeeping, call center services, compliance. 1 We're also one of the savings plan industry's leading providers of outsourced services. It is not a broker-dealer or an investment advisor and does not provide tax, legal, or accounting services. It is not a broker-dealer or an investment advisor and does not provide tax, legal, or accounting services. 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. At Ascensus, we care about what’s important to you and want you to succeed. Learn about Ascensus culture, salaries, benefits, work-life balance, management, job security, and more. 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. Zip Code. It is not a broker-dealer or an investment advisor and does not provide tax, legal, or accounting services. Whether your needs are simple or sophisticated, we have a retirement solution for you. 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. 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. Dresher, PA—April 8, 2022 — Ascensus —whose technology and expertise help millions of people save for retirement, education, and healthcare—and Newport, the Walnut Creek, California-based retirement services provider—announced today that the two companies have closed their previously announced merger, the first step in. You Can Pick Your Level Of Service: 800 Consulting. Depending on your interaction with Ascensus, other privacy policies may apply in addition to this Policy. 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. Carolyn Fraser, Head of Internal Sales. Managing retirement plan administration pre-COVID was already a challenge. Insurance Ascensus's Social Media. It is not a broker-dealer or an investment advisor and does not provide tax, legal, or accounting services. It is not a broker-dealer or an investment advisor and does not provide tax, legal, or accounting services. And we’ll be here to help at every step. It offers savings plans of various kinds. By logging in, you are agreeing with and accepting the Terms & Conditions. Get immediate online access to your clients' Ascensus-administered 529 plans with 529 QuickView. Answers. The tool then calculates whether they're on track to. User ID: Password: Ascensus Employee. Google Chrome for Desktop. 630-531-4159. m. Ascensus version of Vanguard Plans – search for zz-Ascensus – RP Link; Golden State Scholar Share College Savings Trust – search for zz-Golden State Scholar; Robinhood - search for zz-Robinhood; Step 1 - Add Accounts:Follow Ascensus Each year, Ascensus helps more than 12 million Americans save for retirement and college education. -based TPA adds 14 firms in 16 months and sets sights on dozens more, as roll-up strategy takes flightAscensus provides administrative and recordkeeping services and is not a broker-dealer or an investment advisor. P. 10% of Ascensus employees are Hispanic or Latino. It is not a broker-dealer or an investment advisor and does not provide tax, legal, or accounting services. It is not a broker-dealer or an investment advisor and does not provide tax, legal, or accounting services. 503-333-4341. Helping grow your book of business We are dedicated to helping you establish and manage your clients' plans with unparalleled choices, industry-leading expertise, and exceptional service. 8 rating for culture and values and 2. All rights reserved. How It Works. Google Chrome for Android. . Safari for iOS. Password is requiredAs an Ascensus University student, you have access to a comprehenisve curriculum designed to meet all of your retirement plan needs! With Ascensus' powerful learning management system engine, you can build and monitor learning plans, enjoy interactive training programs on your schedule, and track your training progress. is an American financial services company. Reviews from Ascensus employees about Ascensus culture, salaries, benefits, work-life balance, management, job security, and more. Customer Service Representative professionals have also rated Ascensus with a 3. The average Ascensus salary ranges from approximately $39,371 per year for a Call Center Representative to $202,647 per year for a Director. [email protected] when updates are made to the checklist. ; Select Site settings. It is not a broker-dealer or an investment advisor and does not provide tax, legal, or accounting services. The estimated base pay is $42,150 per year. It was founded in 1980; the head office is in Dresher, Pennsylvania. Log In. Our solutions encompass a full range of capabilities, allowing you to tailor both the features and support to fit your individual organization’s needs. to 8:00 p. 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. In 2022, Ascensus, Newport, and PAi joined to form one company. Former Customer Service Representative in East Los Angeles, CA, California. We need to verify your identity before we create your account. In 2022, Ascensus, Newport, and PAi joined to form one company. Ascensus, LLC provides administrative and recordkeeping services. Topics include establishing an IRA, contributions, Traditional and Roth IRA distributions, and portability. 3 (38) investment manager. 200 Dryden Rd E Ste 4000, Dresher, Pennsylvania, 19025, United States. User ID: Password: Ascensus Employee. Depending on your interaction with Ascensus, other privacy policies may apply in addition to this Policy. It was founded in 1980; the head office is in Dresher, Pennsylvania. m. Important Disclosures from J. Safari for Desktop. You'll continue to experience many of the same features and services you have with Newport and PAi today—with future enhancements to come. Format: mm/dd/yyyy. For general inquiries, please email customercare@ascensustrust. Depending on your interaction with Ascensus, other privacy policies may apply in addition to this Policy. M. Depending on your interaction with Ascensus, other privacy policies may apply in addition to this Policy. Ascensus, LLC provides administrative and recordkeeping services. With recent Great-West poach and David Musto running the show the Dresher, Pa. Nov 16 2023. 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. 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. Ascensus ® and the Ascensus logo are trademarks of Ascensus, LLC. 800-411-6971 - Website InquiriesDepending on your interaction with Ascensus, other privacy policies may apply in addition to this Policy. It is not a broker-dealer or an investment advisor and does not provide tax, legal, or accounting services. 6. Tracking progress to personal retirement goals. 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. Our data shows how individuals are leveraging tax-advantaged savings vehicles to prepare for their near. For our 24-participant example, this number is $497. 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. He holds an M. It is not a broker-dealer or an investment advisor and does not provide tax, legal, or accounting services. Forgot Password? Our representatives are available to assist you with any questions or concerns. Back to Login. Email Address Restart Login Ascensus, LLC provides administrative and recordkeeping services. Who is Ascensus. Access your retirement account information anytime, anywhere with this convenient and secure mobile app. Trust & Custodial Services. Depending on your interaction with Ascensus, other privacy policies may apply in addition to this Policy. Ascensus, LLC provides administrative and recordkeeping services. Enter your username and password and click on login. The differences between rollovers and transfers, and direct and indirect rollovers are just a few of the topics that will be discussed during this session. Dresher, PA—Ascensus, whose technology and expertise help millions of people save for a better future, has upgraded the first wave of acquired Newport retirement plans to its purpose-built recordkeeping platform and enhanced web experiences. Enter Email Address. This rating has decreased by -2% over the last 12 months. 2. Ascensus. It is not a broker-dealer or an investment advisor and does not provide tax, legal, or accounting services. It is not a broker-dealer or an investment advisor and does not provide tax, legal, or accounting services. ascensus. Ascensus, LLC provides administrative and recordkeeping services. 4 years. 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. Website. Staying compliant isn’t easy. Let's Make Sure It's You. Business Started: 11/17/1987. 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. It is not a broker-dealer or an investment advisor and does not provide tax, legal, or accounting services. Dealing with this company to rightfully receive my 401k distribution has been all but a good experience. Ascensus employees rate the overall compensation and. Ascensus is the largest independent retirement and college savings services provider in the United States, helping over 6 million Americans save for the future. Email Address Restart LoginAscensus, LLC provides administrative and recordkeeping services. Ascensus has been helping banks for more than 40 years deliver comprehensive IRA and HSA solutions and… Liked by Angela RislerAscensus is headquartered in Dresher, 200 Dryden Rd #4000, United States, and has 34 office locations. A redemption fee is a fee charged by a fund when shareholders redeem shares or transfer assets between funds. Ascensus, LLC Company Profile | Dresher, PA | Competitors, Financials & Contacts - Dun & Bradstreet Find company research, competitor information, contact details & financial data for !company_name! of !company_city_state!. The estimated base pay is $37,583 per year. 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. Ascensus provides administrative and recordkeeping services and is not a broker-dealer or an investment advisor. trades on assets that have not been held for a specified period of time. It is not a broker-dealer or an investment advisor and does not provide tax, legal, or accounting services. It is not a broker-dealer or an investment advisor and does not provide tax, legal, or accounting services. SEP and SIMPLE IRA plans. Forgot Your Username? Social Security #. Firefox. 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 866-775-9118. Need Assistance? If you are encountering any problems accessing your accounts, an Amundi. 800-411-6971 - Website Inquiries Depending on your interaction with Ascensus, other privacy policies may apply in addition to this Policy. Ascensus employees rate the overall compensation and benefits. FEES AND EXPENSES. It is not a broker-dealer or an investment advisor and does not provide tax, legal, or accounting services. CoPilot Small Business 401 (k) and Individual (k) 833-893-3233. Ascensus provides administrative and recordkeeping services and is not a broker-dealer or an investment advisor. Back to Login. com and someone from Ascensus Trust will be in contact to discuss your comments or questions. That’s why we offer a wide range of benefits, such as student loan refinancing, healthy living programs, paid volunteer time off, and more. 2B. Employer login. Last Modification Date: August 12, 2015 11:21:46Ascensus, LLC provides administrative and recordkeeping services. Instructions to Log In or Reset your MyEd Student Account Student Log in . Contact us Participants and plan sponsors looking to view and manage their Ascensus retirement plan account can access their login page here. Anthony Bologna, Division VP, Eastern Region. Ascensus, LLC provides administrative and recordkeeping services. Glossary of Terms; Frequently Asked Questions (FAQs) If you have any questions, please contact Participant Services at 888-652-8086. 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 provides administrative and recordkeeping services. Apply to Senior Compliance Officer, Senior Operations Associate, Trustee and more!Ascensus, LLC provides administrative and recordkeeping services. Ascensus is and always has been adviser-centric. Quicken displayed the "Connecting to Ascensus - RPLink. It offers savings plans of various kinds. 701-271-3460 - Estate or Wealth Management Inquiries. Ascensus, LLC provides administrative and recordkeeping services. Salary ranges can vary widely depending on many important factors, including education, certifications, additional skills, the. 866-794-2950 - Ascensus Trust IRA Inquiries. Depending on your interaction with Ascensus, other privacy policies may apply in addition to this Policy. M. By using this system, whether in authorized or unauthorized manner. Please enter your UserID below. Salary ranges can vary widely depending on many important factors, including education, certifications, additional skills, the number of. This week’s #TrendingPV2022 is Ascensus. Get StartedWelcome to Ascensus Login Problems How often is my account information updated? What is a redemption fee? Specific questions about my retirement plan Login Problems If you. Website. com and view the broad range of solutions that allow financial advisers to choose how they want to work with their clients. 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. To calculate your per-capita administration fee, simply divide the administration fee total from your spreadsheet by the number of participants in your plan. Ascensus is a recordkeeper for more than 50,000 retirement plans, with more than 1. It is not a broker-dealer or an investment advisor and does not provide tax, legal, or accounting services. Apr 08, 2022. to provide certain plan recordkeeping and administrative services on VGI’s behalf. It was founded. 6 rating for work-life-balance, 3. Remote - August 9, 2023. Retirement plan portability can be confusing, not only for IRA owners and plan participants, but for financial organization personnel. VGI has entered into an agreement with Ascensus, LLC. 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. ”. Forgot Password? Our representatives are available to assist you with any questions or concerns. Leverage your professional network, and get hired. Ascensus and ShareBuilder Advisors, LLC are unaffiliated legal entities and each is responsible for its own separate products and services. Advice services and educational services on this website are provided by Morningstar Associates LLC. It is not a broker-dealer or an investment advisor and does not provide tax, legal, or accounting services. Set Up Your Online Account. 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. March 2022. By Gregg Greenberg. Anthony Bologna, Division VP, Eastern Region. Ascensus monitors its systems for compliance, security and other purposes. Next. 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. Because you deserve to retire on your own terms Join the plan ASN_OFC. Ascensus also takes affirmative action to employ, and advance. It offers savings plans of various kinds. Our Retirement Outlook tool provides savers with a snapshot of what their retirement might look like based on their personal goals. If you would rather speak directly with a customer service representative, give us a call at 1-888-917-7117. Health Insurance. Sharebuilder 401k is a marketing. com. It offers savings plans of various kinds. 267-549-1057. Click here to visit ascensus. Access your retirement account information anytime, anywhere with this convenient and secure mobile app. Ascensus, LLC provides administrative and recordkeeping services. is an American financial services company. The estimated total pay for a Client Service Representative at Ascensus is $42,150 per year. to determine if the Ascensus Individual(k) program is suitable for you. Ascensus, LLC provides administrative and recordkeeping services. 1. trades on assets that have not been held for a specified period of time. At Ascensus Trust, we help businesses and individuals safeguard their assets, streamline their responsibilities, and simplify asset management. 155,500+. This is both our passion and expertise. The average Ascensus salary ranges from approximately $37,206 per year for Call Center Representative to $161,000 per year for Engineering Lead. We offer online and in-person demonstrations of our Traditional and Roth IRA solutions that save you time and ensure your program remains compliant. Depending on your interaction with Ascensus, other privacy policies may apply in addition to this Policy. to 8:00 P. That’s why we offer a wide range of benefits, such as student loan refinancing, healthy living programs, paid volunteer time off, and more. 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. sales@futureplan. to provide certain plan recordkeeping and administrative services on VGI’s behalf. Ascensus is the largest independent recordkeeping services partner, third-party administrator, and government facilitator in the United States. Ascensus® and Ascensus® logo are registered trademarks used under license by Ascensus, LLC. #10482-BD (9/2018) QP/401(k) DISTRIBUTION NOTICE Important Information About Your Qualified. Combining plan design and compliance, this specialized solution lets you craft retirement plans that are as unique as your. I don't think there is any way around it. - Ascensus - RPLink I'm currently getting these errors depending on the retry attempt: - BID = 67371 - BID = 66684 - BID = 67733 Any ideas? 0. Ascensus provides administrative and recordkeeping services and is not a broker-dealer or an investment advisor. IRA Ascensus December 15, 2022 Compliance & Operations, IRA, IRS, Traditional IRA, Roth IRA, SIMPLE IRA Plan, SEP Plan, Qualified Retirement Plan, Distribution, Form 1099-R, Reporting Selecting the Correct IRS Form 1099-R Box 7 Distribution CodesThe estimated total pay for a Customer Service Representative at Ascensus is $20 per hour. 17, which is 14% above the national average. It is not a broker-dealer or an investment advisor and does not provide tax, legal, or accounting services. 20. 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. Ascensus' forms and documents are constantly monitored to accommodate changes brought about by new tax laws and regulatory changes – and, equally important, to respond to your requests and needs. Get Started Welcome to Ascensus Login Problems How often is my account information updated? What is a redemption fee? Specific questions about my retirement plan Login Problems If you are sent back to the Account Login page. This Forms Checklist provides you with the date of the most current version of the designated form or document. m.