Ascensus

The Newport Group, Inc. is a consulting, asset management, and administration firm that specializes in designing, financing, and managing both qualified and non-qualified executive benefit plans. Founded in 1984 and headquartered in Heathrow, Florida, the company has additional offices in major cities including Chicago, Jacksonville, Los Angeles, Miami, Philadelphia, and San Francisco. Newport Group caters to a diverse clientele, including corporations, financial institutions, public utilities, and private companies, helping them secure a more stable financial future for their associates through retirement plans, insurance, and consulting services. The firm positions itself as an independent and experienced partner, offering comprehensive plan solutions and consulting expertise to both plan sponsors and their advisors.

UnifyHR is a consulting firm that specializes in employee benefits administration and compliance services for employers. The company offers a range of solutions, including Affordable Care Act compliance, billing services, and administration of the Consolidated Omnibus Budget Reconciliation Act, along with eligibility verification and billing services. Additionally, UnifyHR provides payroll, employment, mail, and administrative services, ensuring that businesses can efficiently manage their employee-related processes and maintain compliance with regulations.

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

Nyhart is an employee benefits consulting firm headquartered in Kansas City, Missouri, specializing in actuarial and administration services. The company offers a range of retirement solutions, including defined contribution and defined benefit plans, alongside healthcare actuarial services. Its clientele encompasses a diverse array of organizations, including states, cities, municipalities, professional services firms, public-sector entities, healthcare systems, religious organizations, and higher education institutions. Nyhart focuses on delivering tailored solutions to meet the unique needs of its clients in the realm of employee benefits.

Beneco Inc. is a prominent provider of retirement, medical, life insurance, 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, record keeping, third party administration, and benefit consulting. Beneco also operates various portals for partners, employers, and employees, enabling users to manage benefits, check account balances, and access financial education resources on savings and investments. As of August 2019, Beneco operates as 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. By providing exceptional service and advanced technology, HR Simplified caters to the needs of employers, employees, and brokers alike. The firm is dedicated to ensuring compliance with employee benefit regulations while delivering educational resources to enhance understanding for both employers and participants.

United Retirement Plan Consultants is a financial services firm based in Dublin, Ohio, specializing in third-party retirement administration services across the United States. The company designs, administers, and ensures compliance for various types of retirement plans, including defined contribution, defined benefit, cash balance, and non-qualified plans. It caters to a diverse clientele, including retirement advisors, plan sponsors, and participants. Originally known as National Investment Managers Inc., the company rebranded to United Retirement Plan Consultants in April 2011 and operates as a subsidiary of Ascensus, LLC. In addition to retirement plan administration, the firm also offers pension actuarial consultation and financial advisory services, primarily serving small to medium-sized businesses and high-net-worth individuals.

Wrangle, LLC, founded in 2006 and headquartered in Junction City, Oregon, specializes in health and welfare Form 5500 filing services. The company caters to benefits brokers and plan sponsors throughout the United States, ensuring compliance with Employee Retirement Income Security Act (ERISA) regulations. In addition to Form 5500 preparation, Wrangle offers related compliance services, helping its clients navigate the complexities of employee benefits management. As of April 1, 2019, Wrangle operates as a subsidiary of Ascensus, LLC.

Intac Actuarial Services, based in Ridgewood, New Jersey, specializes in the administration of employer-sponsored retirement plans for approximately 3,000 small to mid-sized companies. Founded in 1977, the company offers comprehensive solutions tailored to meet each client's specific goals while maximizing retirement benefits. Intac Actuarial Services is known for its high-quality client service and ongoing education efforts, ensuring that clients stay informed about industry changes. The firm operates as a subsidiary of Ascensus, LLC.

QBI LLC is a third-party administration firm based in Woodland Hills, California. The company specializes in providing Human Capital Management solutions, including the design and administration of various retirement plans and payroll management services. By focusing on reducing exposure to errors and omissions, QBI LLC enables clients to manage their employee benefits and payroll processes more effectively. As a leading retirement plan administrator and regional payroll services provider, the firm aims to deliver high-quality administrative support to its clients.

SES Advisors is a consulting and investment banking firm based in Bala Cynwyd, Pennsylvania, specializing in employee stock ownership plans (ESOP). The company evaluates, designs, funds, and maintains ESOPs, providing a comprehensive range of services that include assessment, feasibility studies, financing, consulting, administration, and education. SES Advisors also assists with capital structuring, lender selection, and financial memorandum preparation, ensuring compliance through testing and plan audits. Its expertise extends to deadline notifications, annual report filings, and the distribution of benefit forms, enabling clients to effectively manage their ESOPs. The firm's clientele primarily consists of engineering firms, construction companies, auto dealerships, and materials handling businesses, where it strives to balance the needs of business owners and employees to achieve sustainable employee ownership outcomes.

Benefit Planning Consultants (BPC), established in 1979, is a Champaign, Illinois-based company with an additional office in Indianapolis. As a subsidiary of Ascensus since 2018, BPC specializes in employee benefits and retirement administration services. They offer comprehensive solutions for retirement plans like 401(k)s, 403(b)s, and health-related benefits such as FSAs and HSAs. BPC's mission is to prioritize client and employee needs through personalized service and expertise, ensuring plan compliance and up-to-date design.

Asperia, Inc. is a national third-party administration firm that specializes in designing, managing, and consulting on retirement benefits plans, including both defined contribution and defined benefit services. Founded in 1987 and headquartered in Worcester, Massachusetts, the company was previously known as Group Health & Benefit Administrators, Inc. before rebranding in October 2012. Asperia primarily serves small to mid-size employers, offering tailored solutions to meet their retirement plan needs. Since March 2018, Asperia has operated as a subsidiary of Ascensus, LLC, enhancing its capacity to support clients in navigating complex retirement plan administration.

Avintus, LLC is a provider of payroll processing, retirement plan administrative services, and human resources outsourcing solutions, headquartered in Franklin, Tennessee. Established in 1976 and formerly known as Midsouth Consulting Group, the company changed its name to Avintus in 2012. It specializes in retirement plan administration and fiduciary services for defined contribution and cash balance plans, serving a diverse clientele across various sectors, including manufacturing, hospitality, construction, technology, non-profit, and professional services. Avintus operates as a third-party administrator, offering services such as 401(k) plan management and human resource consulting. The company aims to help employers design and update plans that enhance talent attraction, support retirement savings, and align with business goals.

Chard Snyder & Associates, Inc., founded in 1988 and based in Mason, Ohio, specializes in providing third-party employee benefit solutions. The company serves over 1,400 employers across various sectors including Higher Education, Healthcare, Municipalities, Manufacturing, and Banking & Financial throughout the United States. With three decades of experience, Chard Snyder helps clients navigate complex regulatory mandates by offering easy-to-understand benefit plans. Their services include savings and spending accounts, benefit continuation offerings, plan document preparation, and FMLA leave administration, enabling employers to manage their benefits more effectively.

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, founded in 1974. It specializes in providing IRA custodian services, retirement planning, and college savings solutions across the United States. As a subsidiary of Ascensus, LLC, Polycomp Trust focuses on non-traditional asset custody for self-directed IRAs, catering to individuals seeking to invest their IRA assets in unique non-traditional investments, such as real estate, secured notes, and limited liability company interests. The company's services are designed to facilitate a diverse range of investment options for its clients.

Dedicated Defined Benefit Services, LLC is a financial services firm based in Glendale, California, specializing in defined benefit plans, cash balance plans, and one-person 401(k) plans. Founded in 2001, the company focuses on serving high-income professionals, small business owners, and individuals with self-employment income. By providing tailored retirement solutions, Dedicated Defined Benefit Services enables clients to maximize their tax deductions through substantial annual contributions, often exceeding $100,000. As of January 2018, the firm operates as a subsidiary of Ascensus, Inc., enhancing its capabilities in delivering comprehensive retirement planning services.

Matthews Benefit Group, Inc. is an actuarial consulting and retirement plan administration firm based in St. Petersburg, Florida, serving small and mid-sized businesses, nonprofit organizations, and government entities across the United States. Established in 1991, the company specializes in providing a range of services including the design and optimization of retirement plans, compliance consulting, and comprehensive plan administration. Its offerings encompass actuarial consulting, participant enrollments, recordkeeping, benefit calculations, and various compliance services such as nondiscrimination testing and IRS submissions. Matthews Benefit Group collaborates with financial advisors, accountants, and law firms to deliver unbiased employee benefit advice, ensuring that plan sponsors and organizations receive tailored support for their retirement planning needs. The firm operates as a subsidiary of Ascensus, Inc., further enhancing its capabilities in the benefits administration space.

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.

Retirement Educators, Inc. specializes in providing outsourced retirement and financial education services to retirement plan providers across the United States. Founded in 1996 and based in Norfolk, Massachusetts, the company focuses on delivering comprehensive retirement education presentations that address various client needs, such as introducing new plans, facilitating plan conversions, enhancing participation, and explaining investment options. These presentations are available in both English and Spanish and cater to a diverse clientele, including large entities like banks and insurance companies, as well as smaller providers such as broker-dealers and asset management firms. Retirement Educators is committed to maintaining high standards by ensuring that their presenters are experienced and reliable, and by delivering meetings that meet client expectations. As a subsidiary of Ascensus, Inc., the company continues to uphold its reputation for quality service in the retirement education sector.

ExpertPlan is a provider of innovative retirement plan solutions tailored for small employers, utilizing technology to offer simple and affordable services. As a leader in the defined contribution market, ExpertPlan manages retirement assets for thousands of companies and organizations. The firm delivers a comprehensive array of consulting services, including cash balance retirement plans, defined benefit plans, and combinations of defined benefit and defined contribution plans. Now part of the Ascensus family, ExpertPlan serves as a trusted independent partner, creating open investment platforms that cater to asset management firms, third-party administrators, registered investment advisors, broker-dealers, insurance companies, accountants, and payroll providers. Through its focus on operational efficiency and client service, ExpertPlan continues to advance its mission of enhancing retirement solutions for its clients.