Ascensus

Newport Group helps companies offer their associates a more secure financial future through retirement plans, insurance and consulting services. Newport Group offers comprehensive plan solutions and consulting expertise to plan sponsors and the advisors who serve them. As a provider and partner, Newport Group is independent, experienced and responsive.

UnifyHR is a consulting firm that specializes in employee benefits administration and compliance services aimed at employers. The company offers a range of services, including compliance with the Affordable Care Act, billing services, and administration of the Consolidated Omnibus Budget Reconciliation Act (COBRA). Additionally, UnifyHR provides print and mail services, along with eligibility verification and billing support. Through these offerings, UnifyHR helps employers navigate complex regulatory requirements and manage employee benefit programs efficiently.

Truist provides software and services for companies to manage their charitable programs and other philanthropic efforts.

Nyhart is an employee benefits consulting firm based in Kansas City, Missouri, specializing in retirement and healthcare actuarial services. The company offers a range of services, including defined contribution and defined benefit plans, as well as actuarial support for healthcare. Nyhart serves a diverse clientele that includes states, cities, municipalities, professional services firms, public-sector entities, healthcare systems, religious organizations, and higher education institutions. Additionally, the firm provides consumer-directed health services and benefit continuation administration, ensuring comprehensive support for its clients' employee benefit needs.

Beneco Inc. specializes in providing retirement, medical, and ancillary benefit solutions specifically designed for contractors engaged in prevailing wage work. Founded in 1987 and based in Scottsdale, Arizona, the company offers a range of services including administrative support, record keeping, third-party administration, and benefit consulting. In addition to these services, Beneco operates various portals for employers and employees, enhancing access to information and resources. The employee portal allows users to check balances, modify investment or savings rates, and access financial education resources focused on saving, budgeting, and investing. Since August 2019, Beneco has been a subsidiary of Ascensus, LLC.

HR Simplified is a third-party administration firm specializing in consumer-directed health plans and COBRA administration. The company offers a comprehensive range of services, including pre-tax spending account administration, benefits compliance, ACA reporting, and retiree billing solutions. HR Simplified aims to provide participants, employers, and brokers with seamless access to effective benefit administration and compliance services. By combining exceptional customer service with advanced technology and educational resources, HR Simplified supports clients in navigating the complexities of employee benefits, ensuring compliance and enhancing the overall experience for both employers and participants.

United Retirement Plan Consultants, headquartered in Dublin, Ohio, specializes in third-party retirement administration services throughout the United States. The firm designs and administers a variety of retirement plans, including defined contribution, defined benefit, cash balance, and non-qualified plans, ensuring compliance and providing actuarial consulting. It caters to retirement advisors, plan sponsors, and participants, offering tailored solutions to meet their specific needs. Originally known as National Investment Managers Inc., the company rebranded in 2011 and operates as a subsidiary of Ascensus, LLC. United Retirement Plan Consultants consolidates pension plan administration and investment management services, focusing on small to medium-sized businesses and high-net-worth individuals.

Wrangle, LLC, established in 2006 and located in Junction City, Oregon, specializes in health and welfare Form 5500 filing services. The company caters to employee benefits brokers and plan sponsors throughout the United States, assisting them with Form 5500 preparation and related ERISA compliance. As of April 1, 2019, Wrangle operates as a subsidiary of Ascensus, LLC.

Intac Actuarial Services, Inc. specializes in the administration of employer-sponsored retirement plans for small to mid-sized businesses. Founded in 1977 and based in Ridgewood, New Jersey, the company serves approximately 3,000 clients, including business owners, key executives, and employees. Intac focuses on understanding the unique needs of employers and offers tailored retirement plan solutions designed to maximize benefits. The firm emphasizes high-quality client service and proactively refines each retirement plan to align with client goals. Additionally, Intac provides ongoing education to clients and industry professionals to keep them informed about relevant changes and issues in the retirement landscape. As a subsidiary of Ascensus, LLC since 2018, Intac continues to enhance its service offerings in retirement plan management and actuarial services.

QBI LLC is a third-party administration firm based in Woodland Hills, California, specializing in Human Capital Management solutions. The company provides a comprehensive range of services, including retirement plan administration and payroll management. By focusing on high-quality administration, QBI aims to minimize errors and omissions, ensuring that clients receive efficient and reliable support for their human resource and financial management needs.

SES Advisors is a consulting and investment banking firm based in Bala Cynwyd, Pennsylvania, specializing in employee stock ownership plans (ESOPs). The company provides a comprehensive range of services including ESOP assessment, feasibility studies, financing, consulting, administration, and education. SES Advisors focuses on capital structuring, lender search and selection, and preparation of financial memoranda, along with compliance testing and plan audit assistance. Its experienced team supports engineering firms, construction companies, auto dealerships, and materials handling businesses in effectively managing the complexities of ESOPs, ensuring a balance between the interests of owners and employees to promote sustainable employee ownership outcomes.

Benefit Planning Consultants, Inc. is a provider of employee benefits and retirement administration services, established in 1979 and headquartered in Champaign, Illinois, with an additional office in Indianapolis. As a third-party administrator, the company specializes in designing, implementing, and managing various retirement plans, including 401(k), 403(b), and profit-sharing plans, as well as consumer-directed healthcare solutions like flexible spending accounts and health savings accounts. Benefit Planning Consultants emphasizes a client-centric approach, prioritizing strong relationships with clients and partners to ensure that their needs are met effectively. The company's commitment to comprehensive benefit administration solutions and exceptional customer service has positioned it as a trusted partner in the industry. In 2018, Benefit Planning Consultants became a subsidiary of Ascensus, further enhancing its capabilities in the benefits administration sector.

Asperia, Inc. is a national third-party administration firm based in Worcester, Massachusetts, specializing in retirement benefits plans and administration services. Founded in 1987 and previously known as Group Health & Benefit Administrators, Inc., the company offers Defined Contribution and Defined Benefit Administration services tailored for small to mid-size employers. In October 2012, it rebranded to Asperia, Inc. and has since operated as a subsidiary of Ascensus, LLC. The firm is dedicated to providing comprehensive solutions that support the retirement planning needs of its clients.

Avintus is a provider of retirement plan administration and 3(16) fiduciary services for defined contribution and cash balance plans to clients nationwide in the manufacturing, hospitality, construction, technology, non-profit and professional services industries.

Chard Snyder provides employee benefit solutions to more than 1,400 employers throughout the United States in sectors that include Higher Education, Healthcare, Municipalities, Manufacturing, and Banking & Financial. With a 30-year track record of helping clients successfully navigate diverse and complex regulatory mandates, the firm assists employers and their employees in meeting their health benefit needs by making benefit plans easy to understand.

Qualified Plans, LLC is a retirement plan administration company founded in 1979 and headquartered in Savannah, Georgia. As a subsidiary of Ascensus, LLC, the company specializes in providing comprehensive services, including plan design, consultation, compliance, and administration for both defined contribution and defined benefit plans. Qualified Plans works closely with investment advisers to ensure that clients receive tailored solutions that meet their specific retirement planning needs. The company's focus on effective plan administration and fiduciary services positions it as a reliable partner for organizations looking to manage their employee benefits effectively.

Polycomp Trust Company is a non-depository trust company based in Sioux Falls, South Dakota, established in 1974. The company specializes in providing IRA custodian services, retirement planning, and college savings solutions across the United States. As a subsidiary of Ascensus, LLC, Polycomp Trust Company serves as a non-traditional asset custodian for self-directed IRAs, catering to individuals who wish to invest their IRA assets in unique non-traditional assets such as real property, notes secured by deeds of trust, and limited liability company interests.

Dedicated Defined Benefit Services, LLC specializes in providing defined benefit plans, cash balance plans, and one-person 401(k) plans for high-income professionals and small business owners. Established in 2001 and based in Glendale, California, the company aims to assist clients in maximizing their tax efficiency through retirement programs that are IRS-approved. Dedicated Defined Benefit Services focuses on supporting high-income clients and their financial advisors in the sale and servicing of these retirement plans, which can facilitate significant tax deductions with annual contributions exceeding $100,000. Operating as a subsidiary of Ascensus, Inc. since January 2018, the company is dedicated to helping individuals with self-employment income, including the income of working spouses, retain more of their earnings each year.

Matthews Benefit Group has provided actuarial and retirement plan consulting and administration services to small and mid-sized businesses, non-profit organizations and government entities throughout the country. Our in-house resources include a highly experienced staff composed of actuaries, compliance experts, benefits-trained accountants and retirement plan administration specialists. Matthews Benefit Group, Inc., does not sell financial products, and works with financial advisors, accountants and law firms to provide objective employee benefit advice to their client companies. We also work directly with plan sponsors, non-profit organizations and government entities to design new retirement plans, optimize existing plans, consult on compliance issues, and handle plan administration.

National Retirement Services is a provider of plan level compliance, administration, and actuarial services. National Retirement Services, Inc., which was founded in 2001 (with predecessor companies dating back to 1923), employs more than 60 individuals made up of ERISA and actuarial specialists. The firm supports advisor-sold defined contribution and defined benefit plans for over 2,000 clients in four locations (Huntington Beach, CA, Charlotte, NC, San Mateo, CA, and San Diego, CA). As a result of the acquisition, Ascensus will serve over 46,000 retirement plans.

In 1996, Robert and Thomas Kelley formed The Kelley Group as a general partnership. Later incorporated and renamed Retirement Educators, Inc., the company outsourced its two principals and a team of presenters to retirement plan providers across the United States. Typically servicing large providers such as banks, insurance companies, mutual fund firms and brokerage houses, the company has also worked with, and is pleased to continue doing business with, smaller providers on an occasional or even one-time basis. These smaller providers may be broker-dealers, asset management houses or third party admistrators (TPA's). In order to maintain our reputation in the industry, Retirement Educators guarantees our clients the following: Experienced, licensed and reliable presenters Meetings that meet or exceed the expectations of our clients (and their clients) with respect to presentation content and style Meetings delivered on time with minimal errors A prompt response and confirmation to all meeting requests Dependable equipment for our presenters A commitment to an annual review of all presenters and client relationships.

ExpertPlan brings simple, affordable retirement plan solutions to small employers through its innovative use of technology. With continued investment in operating efficiencies and client service, ExpertPlan is a leader in the defined contribution market, providing retirement services for thousands of companies and organizations with billions of dollars in retirement assets. The firm also offers a full range of consulting services including cash balance retirement plans, defined benefit plans, and defined benefit/defined contribution combination plans. Now a part of the Ascensus family of companies, ExpertPlan continues to be a trusted independent partner for retirement plan solutions and services.