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 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. 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 (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, LLC, based in Franklin, Tennessee, specializes in payroll processing, retirement plan administration, and human resources outsourcing solutions. Originally incorporated in 1976 as Midsouth Consulting Group, the company rebranded to Avintus in 2012. It operates as a subsidiary of Ascensus, LLC, following a transaction in 2018. Avintus provides comprehensive services, including 3(16) fiduciary services for defined contribution and cash balance plans, catering to a diverse range of industries such as manufacturing, hospitality, construction, technology, non-profit, and professional services. The company assists clients in designing new retirement plans or updating existing ones, thereby helping employers attract talent and enhance retirement savings while aligning with their business objectives.

Chard Snyder & Associates, Inc. is a provider of third-party employee benefit solutions based in Mason, Ohio. Founded in 1988, the company serves over 1,400 employers across various sectors, including higher education, healthcare, municipalities, manufacturing, and banking. Chard Snyder specializes in simplifying complex benefit plans, which helps employers and their employees effectively navigate regulatory requirements and meet health benefit needs. Their service offerings include new savings and spending accounts, benefit continuation options, plan document preparation, and FMLA leave administration. This comprehensive approach allows employers to manage their benefits in a more productive and valuable manner. As of April 30, 2018, Chard Snyder operates as a subsidiary of Ascensus, LLC.

Qualified Plans, LLC is a retirement plan administrator based in Savannah, Georgia, established in 1979. The company specializes in providing comprehensive services, including plan design, consultation, compliance, and administration for both defined contribution and defined benefit plans. It collaborates with investment advisers to ensure that clients' retirement plans are tailored to meet their specific needs. Additionally, Qualified Plans offers plan administration and fiduciary services, helping clients navigate the complexities of retirement planning. As of January 31, 2018, Qualified Plans operates as a subsidiary of Ascensus, LLC.

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, Inc. is a consulting and administration firm specializing in actuarial and retirement plan services for small and mid-sized businesses, nonprofit organizations, and government entities across the United States. Established in 1991 and based in St. Petersburg, Florida, the company offers a wide range of services, including retirement benefits administration, plan design, compliance support, and actuarial consulting. Its administrative services encompass participant enrollments, recordkeeping, benefit calculations, and compliance testing, ensuring adherence to regulatory requirements. Matthews Benefit Group collaborates with financial advisors, accountants, and law firms to deliver unbiased employee benefit solutions while also engaging directly with plan sponsors to design and refine retirement plans. The company does not sell financial products, allowing it to maintain an objective stance in its consulting services. As of December 2016, Matthews Benefit Group operates as a subsidiary of Ascensus, Inc.

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, the company, formerly known as The Kelley Group, focuses on delivering retirement education presentations tailored to various needs, such as introducing new plans to employees, facilitating plan conversions, enhancing participation, and discussing investment options and performance. The services are offered in both English and Spanish, catering to a diverse clientele that includes large institutions like banks and insurance companies as well as smaller providers such as broker-dealers and asset management firms. Retirement Educators is committed to excellence, ensuring that its presenters are experienced and reliable, while also guaranteeing timely and well-executed meetings. The company operates as a subsidiary of Ascensus, Inc., continuing to uphold its reputation in the industry through quality service and client satisfaction.

ExpertPlan specializes in providing simple and affordable retirement plan solutions tailored for small employers, leveraging technology to enhance service delivery. As a leader in the defined contribution market, the firm manages retirement services for thousands of organizations, overseeing billions in retirement assets. In addition to its core retirement plan offerings, ExpertPlan provides a comprehensive suite of consulting services, including cash balance retirement plans, defined benefit plans, and hybrid plans that combine defined benefit and defined contribution elements. Now part of the Ascensus family, ExpertPlan maintains its role as a trusted independent partner, serving a diverse range of clients including asset management firms, third-party administrators, registered investment advisors, broker-dealers, insurance companies, and payroll providers.