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Ascensus

In network coverage since September 2, 2026 · 16+ stories

9Deals on our tracker

Deal recordFull tracker →

Oct 18, 26Fund launch — coverage

Oct 4, 26Fund launch — coverage

Sep 30, 26Fund launch — coverage

Sep 29, 26Fund launch — coverage

Aug 19, 26Deal announcedStone Point Capital · Genstar Capital — coverage

Aug 17, 26Deal announcedStone Point Capital · Genstar Capital — coverage

Aug 17, 26Deal closedStone Point · Genstar — coverage

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investments

Ascensus launches referral platform routing 401(k) savers to plan advisers

The recordkeeper, which administers more than $1.3 trillion for more than 16 million savers, expects 18 to 20 partner firms live on the platform within a year.

practice · Oct 19Ascensus expects 18 to 20 advisory firms on 401(k) referral platform within a year

The Close · Oct 19Ascensus routes flagged 401(k) participants to the plan’s own advisor

advisers · Oct 19Ascensus launches referral platform routing 401(k) savers to plan advisers

investments · Oct 7Transamerica pooled plans reach $34.2 billion, shifting the focus to retirement income

practice · Oct 6Pontera launches non-discretionary 401(k) service as password sharing stays blocked

book · Oct 6Vanguard data shows fewer high earners maxing out 401(k) deferrals

advisers · Oct 6Cerulli and Morningstar find 10.2% of advisors' wealth clients come from DC plans

practice · Oct 5Ascensus launches a participant-referral workflow for plan advisers

the_wrap · Oct 2Nuveen closes $13 billion Schroders deal; private-markets book leads the integration

practice · Oct 1Ascensus launches a participant-referral workflow for plan advisers

the_wrap · Oct 1Ascensus announces advisor referral platform; Edward Jones plans 2027 AI plan tool

advisers · Sep 30Ascensus announces advisor referral platform for more than 16 million plan participants

plans · Sep 14NQDC's retention case has a comprehension problem

plans · Sep 9BofA again sweeps J.D. Power digital experience rankings

M&A · Sep 2Aquiline's Flourish control is a distribution play