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Ascensus Announces Acquisition of Retirement Educators


DRESHER, PA, November 17, 2016 -- Ascensus, the nation's largest independent retirement and college savings services provider, has announced its acquisition of Retirement Educators, Inc., a retirement plan education firm that provides on-site enrollment support and participant education services.

Ascensus has been providing industry-leading training, education, and enrollment support services in the retirement plan and healthcare market segments for over four decades. With the addition of the Retirement Educators team, the company looks forward to expanding its education services capabilities to offer enhanced support to its financial professional and plan sponsor partners as well as the financial institutions it serves.

With over 20 years of retirement industry experience, Retirement Educators has serviced large plan providers as well as broker-dealers, asset management firms, and third-party administrators. The company is backed by a dedicated team of experienced presenters who are strategically located in various regions throughout the country. Retirement Educators also offers bilingual support and provides translation services for presentation and education materials.

"Our presenters are results-oriented and specialize in understanding the unique needs of our clients and the employers and participants they support," states Rob Kelley, president of Retirement Educators, Inc. "We're pleased to combine our firm's talent and experience with Ascensus' resources and retirement industry expertise to offer best-in-class retirement plan education services."

"We're pleased to announce the acquisition of Retirement Educators, Inc., and are excited to welcome their team members to our family and expand our retirement plan education and enrollment support services," states Shannon Kelly, Ascensus' president of retirement. "Retirement Educators shares our commitment to helping more Americans save for a comfortable retirement, and we look forward to their contribution to our future growth."

About Ascensus

Ascensus is the largest independent retirement and college savings services provider in the United States, helping nearly 7 million Americans save for the future. With more than 35 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 40,000 retirement plans and over 3.8 million 529 college savings accounts. It also administers more than 1.5 million IRAs and health savings accounts and is home to one of the largest ERISA consulting teams in the country. For more information about Ascensus, visit www.ascensus.com.

View career opportunities at careers.ascensus.com or on LinkedIn at linkedin.com/company/ascensus. For the latest company news, follow @AscensusInc on Twitter.


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