Talk:Ascensus

Edit request
Ascensus, founded in 1980 and based in Dresher, Pennsylvania, is the largest independent recordkeeping services provider for retirement, government, and health savings plans in the United States, with more than $291 billion in assets under administration. The firm expanded into the health benefits administration space through the acquisition of Chard Snyder Benefit Solutions in 2018. FuturePlan by Ascensus, the firm’s third-party administration (TPA) line of business, is the largest retirement TPA in the U.S. Ascensus is a NAFCU (National Association of Federally-Insured Credit Unions) Preferred Partner for the document, compliance, IRA, and health savings account (HSA) administrative services and technology it offers to banks and credit unions across the nation. The firm does not offer investment advice.

In 2015, Ascensus was offered for sale by private equity investment firm JC Flowers. In the fourth quarter of 2015, the company was acquired by Genstar Capital and Aquiline Capital Partners. In the first quarter of 2019, an investor group led by Atlas Merchant Capital acquired just under 25% of the company.

In 2017, the company opened a branch in Tucson, AZ, its first in the West, to support clients on the West Coast.

Ascensus was ranked on the Inc. 5000 for 2015 and 2017 for 93% and 65% growth and revenues of $275M and $302M, respectively.

Ascensus was also named one of the top five firms most likely to earn new business by retirement plan sponsors looking to switch recordkeepers in the nationwide Retirement Planscape® survey by Cogent ReportsTM.

Chard Snyder, an Ascensus company, won the 2018 WEX Partner Excellence Award for significant accomplishments in defining the future of healthcare consumerism and creating progressive solutions.

Fund Intelligence named Ascensus the Retirement Leader of the Year in the 2019 Mutual Fund Industry and ETF Awards.

As of 2019, Ascensus had 3,700 employees nationwide. Ascensus has four key lines of business: Retirement, Government Savings, Health and Benefits, and FuturePlan by Ascensus. The lines of business are under the oversight of Bob Guillocheau, chairman, along with David Musto, president and CEO of Ascensus. Shannon Kelly is the head of Retirement, Kevin Cox is the head of Government Savings, Jerry Bramlett is the head of FuturePlan by Ascensus, and Barb Yearout is the head of Health and Benefits.

Ascensus is one of the largest independently operated retirement plan service providers in the United States, servicing more than 105,600 retirement plans through various partnerships. The company is focused on giving small businesses the same access to retirement and savings benefits as large-scale corporations. Current institutional partners include LPL Financial, Merrill Lynch, The Vanguard Group, and Morgan Stanley, among others.

In December 2016, Ascensus was chosen to manage the Oregon Retirement Savings Plan, the first state-facilitated retirement savings plan in the country. With it, Oregon aims to cover around 1 million working citizens who are currently not covered by an employer-sponsored retirement plan. This program launched in July 2017.

Ascensus was also chosen to manage Illinois’ retirement savings program, Secure Choice, in July 2017. Secure Choice was launched in phases in 2018 and 2019. The program is expected to cover 1.2 million workers in total.

In August 2018, Ascensus was named program manager of California’s state-facilitated retirement savings program, CalSavers. The program is designed to give access to more than 7 million working Californians who currently lack a workplace plan. CalSavers launched in July of 2019, requiring that all employers with five or more employees who don’t already offer a retirement plan either begin offering a qualified plan from the private market or register for the program in accordance with a series of staggered deadlines rolling out over the next three years.

In 2013, Ascensus acquired Upromise Investments, Sallie Mae’s 529 college savings plan administrator. This positioned the company to grow within the 529 plan space and resulted in the formation of its Government Savings line of business. The company also manages Ugift, a third-party giving program that allows family and friends to help contribute to beneficiaries’ 529 and ABLE accounts.

In 2015, Ascensus Government Savings was selected to manage the Rhode Island state 529 plan, CollegeBoundfund, in partnership with Invesco. In 2016, Ascensus College Savings partnered with Wealthfront, an automated investment service, to provide the state of Nevada with a 529 savings plan. This marked the first plan of this type to use an automated investment service.

Ascensus Government Savings ranks as the #1 529 college savings plan program manager in assets under management (with 26% of 529 market share).

In September 2019, TIAA announced its selection of Ascensus as recordkeeper of choice for its $28 billion 529 education savings accounts business. TIAA's 529 assets will be converted from the previous recordkeeper, DST. TIAA is currently the third-largest 529 program manager in the country, with plans in seven states, representing about 1.3 million accounts.

Ascensus supports 21 ABLE (Achieving a Better Life Experience) plans across 19 states and the District of Columbia, including the National ABLE Alliance, the nation’s largest multi-state agreement. The 14-state partnership program enables residents to make investments to help disabled or blind citizens save for the future.

In the health savings space, Ascensus partnered with Devenir in June 2016 to provide a private-labeled health savings account investment platform to banks and credit unions.

In March 2018, Ascensus acquired Chard Snyder Benefit Solutions, which serves as the anchor for the firm’s Health & Benefits line of business. In April 2018, Ascensus acquired the health and benefits TPA Benefit Planning Consultants, Inc., (BPC) which provides HR and employee benefit plans and consulting.

Ascensus acquired health and benefits TPA HR Simplified in June 2019. They provide pre-tax benefits and COBRA administration, premium billing services, and compliance services.

In April 2018, Ascensus’ retirement third-party administration (TPA) line of business became FuturePlan by Ascensus. This line of business administers defined contribution plans, cash balance plans, defined benefit plans, non-qualified plans, ESOPs, HSAs, and retiree medical plans.

FuturePlan has acquired over 20 companies since 2016, including Kravitz, Inc., Dedicated Defined Benefit Services, LLC, PenSys, and ESOP Economics.

— Preceding unsigned comment added by Nfoxson (talk • contribs) 20:06, 19 February 2020 (UTC)

Reply 19-FEB-2020

 * Your edit request could not be reviewed because the provided references are not formatted correctly. The citation style predominantly used by the Ascensus article is Citation Style 1 (CS1). The citation style used in the edit request consists of bare URL's. Any requested edit of yours which may be implemented will need to resemble the current style already in use in the article – in this case, CS1. (See WP:CITEVAR.) In the extended section below titled Citation style, I have illustrated two examples: one showing how the edit request was submitted, and another showing how requests should be submitted in the future:

Bare URL reference formatting: The Sun's diameter is 864,337 miles,[1] while the Moon's diameter is 2,159 miles.[2] The Sun's temperature is 5,778 Kelvin.[3]

References

1. 2.  3.

In the example above there are three URL's provided with the claim statements, but these URL's have not been placed using Citation Style 1, which is the style predominantly used by the Ascensus article. Using this style, the WikiFormatted text should resemble the following:

Citation Style 1 formatting: The Sun's diameter is 864,337 miles, while the Moon's diameter is 2,159 miles. The Sun's temperature is 5,778 Kelvin. Which displays as: The Sun's diameter is 864,337 miles,[1] while the Moon's diameter is 2,159 miles.[2] The Sun's temperature is 5,778 Kelvin.[3]

References

^ Sjöblad, Tristan. . Academic Press, 2020, p. 1. ^ Harinath, Prisha. (2020)., Science, 51(78):46. ^ Uemura, Shū. . Academic Press, 2020, p. 2. 

In the example above the references have been formatted according to Citation Style 1, which shows the author, the source's name, date, etc., all information which is lost when only the links are provided. As Wikipedia is a volunteer project, edit requests such as yours are generally expected to have this formatting done before the request is submitted for review.


 * Kindly resubmit the edit request below at your earliest convenience, taking care to ensure that it makes use of CS1. If you have any questions about this formatting please don't hesitate to ask myself or another editor. Regards, Spintendo  02:46, 20 February 2020 (UTC)

Ascensus
Ascensus, founded in 1980 and based in Dresher, Pennsylvania, is the largest independent recordkeeping services provider for retirement, government, and health savings plans in the United States, with more than $291 billion in assets under administration. The firm expanded into the health benefits administration space through the acquisition of Chard Snyder Benefit Solutions in 2018. FuturePlan by Ascensus, the firm’s third-party administration (TPA) line of business, is the largest retirement TPA in the U.S. Ascensus is a NAFCU (National Association of Federally-Insured Credit Unions) Preferred Partner for the document, compliance, IRA, and health savings account (HSA) administrative services and technology it offers to banks and credit unions across the nation. The firm does not offer investment advice.

In 2015, Ascensus was offered for sale by private equity investment firm JC Flowers. In the fourth quarter of 2015, the company was acquired by Genstar Capital and Aquiline Capital Partners. In the first quarter of 2019, an investor group led by Atlas Merchant Capital acquired just under 25% of the company.

In 2017, the company opened a branch in Tucson, AZ, its first in the West, to support clients on the West Coast.

Ascensus was ranked on the Inc. 5000 for 2015 and 2017 for 93% and 65% growth and revenues of $275M and $302M, respectively.

Ascensus was also named one of the top five firms most likely to earn new business by retirement plan sponsors looking to switch recordkeepers in the nationwide Retirement Planscape® survey by Cogent ReportsTM.

Chard Snyder, an Ascensus company, won the 2018 WEX Partner Excellence Award for significant accomplishments in defining the future of healthcare consumerism and creating progressive solutions.

Fund Intelligence named Ascensus the Retirement Leader of the Year in the 2019 Mutual Fund Industry and ETF Awards.

As of 2019, Ascensus had 3,700 employees nationwide. Ascensus has four key lines of business: Retirement, Government Savings, Health and Benefits, and FuturePlan by Ascensus. The lines of business are under the oversight of Bob Guillocheau, chairman, along with David Musto, president and CEO of Ascensus. Shannon Kelly is the head of Retirement, Kevin Cox is the head of Government Savings, Jerry Bramlett is the head of FuturePlan by Ascensus, and Barb Yearout is the head of Health and Benefits.

Ascensus is one of the largest independently operated retirement plan service providers in the United States, servicing more than 105,600 retirement plans through various partnerships. The company is focused on giving small businesses the same access to retirement and savings benefits as large-scale corporations. Current institutional partners include LPL Financial, Merrill Lynch, The Vanguard Group, and Morgan Stanley, among others.

In December 2016, Ascensus was chosen to manage the Oregon Retirement Savings Plan, the first state-facilitated retirement savings plan in the country. With it, Oregon aims to cover around 1 million working citizens who are currently not covered by an employer-sponsored retirement plan. This program launched in July 2017.

Ascensus was also chosen to manage Illinois’ retirement savings program, Secure Choice, in July 2017. Secure Choice was launched in phases in 2018 and 2019. The program is expected to cover 1.2 million workers in total.

In August 2018, Ascensus was named program manager of California’s state-facilitated retirement savings program, CalSavers. The program is designed to give access to more than 7 million working Californians who currently lack a workplace plan. CalSavers launched in July of 2019, requiring that all employers with five or more employees who don’t already offer a retirement plan either begin offering a qualified plan from the private market or register for the program in accordance with a series of staggered deadlines rolling out over the next three years.

In 2013, Ascensus acquired Upromise Investments, Sallie Mae’s 529 college savings plan administrator. This positioned the company to grow within the 529 plan space and resulted in the formation of its Government Savings line of business. The company also manages Ugift, a third-party giving program that allows family and friends to help contribute to beneficiaries’ 529 and ABLE accounts.

In 2015, Ascensus Government Savings was selected to manage the Rhode Island state 529 plan, CollegeBoundfund, in partnership with Invesco. In 2016, Ascensus College Savings partnered with Wealthfront, an automated investment service, to provide the state of Nevada with a 529 savings plan. This marked the first plan of this type to use an automated investment service.

Ascensus Government Savings ranks as the #1 529 college savings plan program manager in assets under management (with 26% of 529 market share).

In September 2019, TIAA announced its selection of Ascensus as recordkeeper of choice for its $28 billion 529 education savings accounts business. TIAA's 529 assets will be converted from the previous recordkeeper, DST. TIAA is currently the third-largest 529 program manager in the country, with plans in seven states, representing about 1.3 million accounts.

Ascensus supports 21 ABLE (Achieving a Better Life Experience) plans across 19 states and the District of Columbia, including the National ABLE Alliance, the nation’s largest multi-state agreement. The 14-state partnership program enables residents to make investments to help disabled or blind citizens save for the future.

In the health savings space, Ascensus partnered with Devenir in June 2016 to provide a private-labeled health savings account investment platform to banks and credit unions.

In March 2018, Ascensus acquired Chard Snyder Benefit Solutions, which serves as the anchor for the firm’s Health & Benefits line of business. In April 2018, Ascensus acquired the health and benefits TPA Benefit Planning Consultants, Inc., (BPC) which provides HR and employee benefit plans and consulting.

Ascensus acquired health and benefits TPA HR Simplified in June 2019. They provide pre-tax benefits and COBRA administration, premium billing services, and compliance services.

In April 2018, Ascensus’ retirement third-party administration (TPA) line of business became FuturePlan by Ascensus. This line of business administers defined contribution plans, cash balance plans, defined benefit plans, non-qualified plans, ESOPs, HSAs, and retiree medical plans.

FuturePlan has acquired over 20 companies since 2016, including Kravitz, Inc., Dedicated Defined Benefit Services, LLC, PenSys, and ESOP Economics.

Nfoxson (talk) 21:03, 20 February 2020 (UTC)

Reply 20-FEB-2020

 * Thank you for correcting the reference formatting, it is much appreciated.
 * Unfortunately, because your request contains text which is to be substituted for text which already exists in the article, your request still cannot be reviewed as it does not state the verbatim text that is to act as the substitution along with the verbatim text that is to be removed.
 * Additionally, reasons have not been provided for these substitutions.
 * An example for how these three items are to be incorporated into a request are shown in a sample edit request below:

 1. Please remove the third sentence and its reference from the second paragraph of the Sun section:
 * "The Sun's diameter is estimated to be approximately 25 miles in length.<sup id="nbFoot01a" class="reference">[1] "

Reference [1]

2. Please add the following claim and its reference as the third sentence of the second paragraph of the Sun section:
 * "The Sun's diameter is estimated to be approximately 864,337 miles in length.<sup id="nbFoot02a" class="reference">[2] "

Reference [2]

3. Reason for change being made:
 * "The previously given diameter was incorrect."

Regards, Spintendo  00:27, 21 February 2020 (UTC)
 * Kindly reformulate your request to include the missing information, and feel free to re-submit that edit request below this post at your earliest convenience. (Please ensure that this post and other previous posts are not removed during your re-submission.)

Infobox
Please replace "1975; 45 years ago" under Founded in the Infobox with "1980; 40 years ago"

Please remove "& CEO" from Bob Guillocheau under Key people in the Infobox. Please add "David Musto (CEO)" to Key people in the Infobox.

Please replace the text and reference in the first sentence of the article from "Ascensus, LLC., founded in 1975 and based in Dresher, Pennsylvania," to "Ascensus, LLC., founded in 1980 and based in Dresher, Pennsylvania, "

Nfoxson (talk) 13:57, 25 February 2020 (UTC)

Reply 25-FEB-2020
Spintendo 14:08, 25 February 2020 (UTC)

History and ownership
Please add "In the first quarter of 2019, Atlas Merchant Capital acquired 25% of the company. " to the end of the second paragraph in History and ownership (which begins with "In 2015, Ascensus was offered for sale").

Please replace "Ascensus was ranked on the Inc. 5000 for 2015 for 93% growth and revenues of $275M" in the last paragraph of the section with "Ascensus was ranked on the Inc. 5000 for 2015 and 2017 for 93% and 65% growth and revenues of $275M and $302M, respectively. "

Please remove the first paragraph ("In 2012, Ascensus acquired ExpertPlan, a New Jersey-based firm.") and the third paragraph (which begins with "Ascensus made a series of acquisitions in the fourth quarter of 2016"). The firm has continued making acquisitions, making these points now irrelevant.

Please add "Ascensus was named one of the top five firms most likely to earn new business by plan sponsors looking to switch recordkeepers following a nationwide survey. " to the section.

Please add "Ascensus won the 2018 WEX Partner Excellence Award for significant accomplishments in defining the future of healthcare consumerism and creating progressive solutions. "

Please add "Fund Intelligence awarded Ascensus Retirement Leader of the Year in 2019. "

Nfoxson (talk) 16:49, 25 February 2020 (UTC)

Reply 25-FEB-2020
Regards, Spintendo  17:05, 25 February 2020 (UTC)
 * 1) ❌ The claim regarding Atlas' acquisition of 25% could not be added because the Wikilink for Atlas was not included with the request.
 * 2) ❌ The claim regarding Inc. 5000 could not be added because it was not clear which "rank" the assertion pertains to. Please provide the Wikilink for this rank, either to its own article, or to the section in the Inc. 5000 article which mentions the rank.
 * 3) ✅ The claims regarding ExpertPlan and the series of acquisitions in 2016 were omitted.
 * 4) ❌ The claims regarding the remaining awards/recognitions were not added because the Wikilinks for these items were not included with the request.

History and ownership
Please add "In the first quarter of 2019, Atlas Merchant Capital acquired 25% of the company. " to the end of the second paragraph in History and ownership (which begins with "In 2015, Ascensus was offered for sale").

Please replace "Ascensus was ranked on the Inc. 5000 for 2015 for 93% growth and revenues of $275M" in the last paragraph of the section with "Ascensus was ranked on the Inc. 5000 for 2015 and 2017 for 93% and 65% growth and revenues of $275M and $302M, respectively. "

Please add "Ascensus was named one of the top five firms most likely to earn new business by plan sponsors looking to switch recordkeepers following a nationwide survey from Cogent Reports. " to the section.

Please add "Ascensus won the 2018 WEX Partner Excellence Award for significant accomplishments in defining the future of healthcare consumerism and creating progressive solutions. "

Please add "Fund Intelligence awarded Ascensus Retirement Leader of the Year in 2019. "

Nfoxson (talk) 17:50, 25 February 2020 (UTC)

Reply 26-FEB-2020
Regards, Spintendo  19:36, 26 February 2020 (UTC)
 * ❌ The claim regarding Atlas was not added to the article because the Wikilink was not provided.
 * ❌ The claims regarding the awards and recognitions were not added, as the specific Wikilinks for those items were not included with the request. Please provide the specific Wikilinks for the following:
 * 1) The Inc. 5000 Rank of Growth and Revenues
 * 2) The Cogent Firms most likely to earn new business by plan sponsors looking to switch recordkeepers
 * 3) The WEX Partner Excellence Award
 * 4) The Fund Intelligence Retirement Leader of the Year award.

Ownership and accolades
Please change the title of this section from "History and ownership" to "Ownership and accolades"

Please add "In the first quarter of 2019, Atlas Merchant Capital acquired 25% of the company. " to the end of the second paragraph in History and ownership (which begins with "In 2015, Ascensus was offered for sale"). Atlas Merchant Capital does not have a wikipedia page, so it cannot have a wikilink

Please replace "Ascensus was ranked on the Inc. 5000 for 2015 for 93% growth and revenues of $275M" in the last paragraph of the section with "Ascensus was ranked on the Inc. 5000 in 2015 and 2017 for 93% and 65% growth and revenues of $275M and $302M, respectively. " Inc. 5000 is the required wikilink to the awards. The companies are ranked according to their growth and revenue.

Please add "Ascensus was named one of the top five firms most likely to earn new business by plan sponsors looking to switch recordkeepers in the nationwide survey Retirement Planscape® by Cogent ReportsTM. " to the section. Neither Retirement Planscape, Cogent Reports, or Escalent (the new name of Cogent Reports) have wikipedia pages, so they cannot have wikilinks.

Please add "Ascensus won the 2018 WEX Partner Excellence Award for significant accomplishments in defining the future of healthcare consumerism and creating progressive solutions. " WEX Inc.'s wikilink is included, but the WEX Partner Excellence Awards does not have a wikipedia page, so the awards cannot have a wikilink.

Please add "Fund Intelligence named Ascensus Retirement Leader of the Year in the 2019 Mutual Fund Industry & ETF Awards. " Fund Intelligence and the Mutual Fund Industry & ETF Awards don't have wikipedia pages, so they can't have wikilinks.

Nfoxson (talk) 14:21, 27 February 2020 (UTC)

Reply 27-FEB-2020
Regards, Spintendo  18:40, 27 February 2020 (UTC)
 * The requested changes cannot be implemented because none of the items listed are notable:
 * 1) The non-notable company purchasing a quarter of the company is not germane to the article. The article does not already describe the owners of the other 75% of the company. If that information is not relevant, than neither is this information.
 * 2) The awards are not notable. By their very nature, awards can be subjective, in that they represent a very specific point of view: that of the individual or organization which determines who wins the award and why. To counter this, a good practice is to limit the listing of awards to only those which are independently notable in Wikipedia.

Organization
In the Organization section, please replace “As of 2018” with “As of 2019.” Please replace “2,400 employees nationwide” with “3,700 emplyees nationwide. ” This is the only place where the employee count is publicly reported. Please also change “2,400 (2018)” under Number of employees in the Infobox with “3,700 (2019)”

Please replace “In 2014, the company reorganized into two business divisions, one serving government savings and one serving retirement savings. Shannon Kelly is head of the retirement division and Kevin Cox is head of the government savings division.” With “Ascensus has four key divisions. The divisions are under the oversight of Bob Guillocheau, chairman, along with David Musto, president and CEO of Ascensus. Shannon Kelly is the head of the Retirement division, Kevin Cox is the head of the Government Savings division, Jerry Bramlett is the head of FuturePlan by Ascensus, and Barb Yearout is the head of the Health and Benefits division. ” as the firm has reorganized recently.

Nfoxson (talk) 20:25, 27 February 2020 (UTC)

Reply 27-FEB-2020
Regards, Spintendo  22:48, 27 February 2020 (UTC)
 * 1) ✅ The employee count has been updated.
 * 2) ❌ The Organization section has been omitted from the article. How the company organizes itself, and its myriad of sectional divides (from one division to two, and then from two divisions to four) are not encyclopedic in value to anyone outside of the company. This is information best given by the company itself on their website, a link to which is provided to the reader through the infobox and External links section.

Summary
Please replace “is the largest independent retirement and college savings services provider in the United States” in the first sentence of the article with “is the largest independent recordkeeping services provider for retirement, government, and health savings plans in the United States.” as the firm has expanded its services.

Please remove “with more than $163 billion in assets under administration. The firm also offers administration, education, and compliance services to banking institutions (offering health savings accounts and IRAs).” and its references, as this is not a publicly reported number and both of these are out of date.

Please add “FuturePlan by Ascensus, the firm’s third-party administration division (TPA) for retirement plans, is the largest retirement TPA in the U.S. " right before “Ascensus is a NAFCU (National Association of Federally-Insured Credit Unions)”

Please add "for the document, compliance, IRA, and health savings account (HSA) administrative services and technology it offers banks and credit unions across the nation." right after "Ascensus is a NAFCU (National Association of Federally-Insured Credit Unions)” and move the fifth reference (currently at the end of that sentence that leads to NAFCU.org) to the end of this sentence.

Please make "NAFCU (National Association of Federally-Insured Credit Unions)" a wikilink to NAFCU (National Association of Federally-Insured Credit Unions)

Nfoxson (talk) 15:21, 28 February 2020 (UTC)

Reply 28-FEB-2020
Below you will see where proposals from your request have been quoted with reviewer decisions and feedback inserted underneath, either accepting, declining or otherwise commenting upon your proposal(s). Please read the enclosed notes within the proposal review section below for information on each request. Spintendo 16:34, 28 February 2020 (UTC)

Summary
Please replace “is a college savings services provider in the United States” in the first sentence of the article with “is the largest recordkeeping services provider for retirement, government, and health savings plans in the United States. ” as the firm has expanded its services.

Please replace “The company is a NAFCU (National Association of Federally-Insured Credit Unions) Preferred Partner.” with “The company is a NAFCU (National Association of Federally-Insured Credit Unions) Preferred Partner for the document, compliance, IRA, and health savings account (HSA) administrative services and technology it offers banks and credit unions across the nation. ” to be more specific.

Please remove “Ascensus provides record-keeping, administrative, and program management services.” as this is made redundant by the first sentence.

Nfoxson (talk) 18:23, 2 March 2020 (UTC)


 * Riabiz states that it uses sourced journalism and editorial analysis.... Owing to Wikipedia's restriction on using editorials, this would not be the best source to use for this claim.
 * The proposal does not state what it is — about adding descriptions of the preferred partner as being for document, compliance, IRA and HSA services and technology — that makes that claim statement describing the company as a NAFCU preferred partner more accurate. Please advise. Spintendo  18:46, 2 March 2020 (UTC)

Reply 04-MAR-2020
Please replace “is a college savings services provider in the United States” in the first sentence of the article with “is a recordkeeping services provider for retirement, government, and health savings plans in the United States.” as the firm has expanded its services.

Please replace “The company is a NAFCU (National Association of Federally-Insured Credit Unions) Preferred Partner.” with “The company is a NAFCU (National Association of Federally-Insured Credit Unions) Preferred Partner for the document, compliance, IRA, and health savings account (HSA) administrative services and technology it offers banks and credit unions across the nation. ” to specify which of the Preferred Partner categories the firm falls into.

Please remove “Ascensus provides record-keeping, administrative, and program management services.” (the second to last sentence in the paragraph) as this is made redundant by the first sentence.

Nfoxson (talk) 14:13, 4 March 2020 (UTC)


 * The lead has been changed to state savings plan services provider, as the bulk of the plans offered, be it college, retirement or health all have to do with savings. That terminology should cover it. The point about NAFCU was moved to the history section. The fact that the company chose to align with this trade association does not explain any better what the company does; the company would not suddenly cease being a savings plan services provider if it happened to disassociate itself from that trade association — meaning, it doesn't seem like a defining characteristic. Of course, I'm open to discussion about this point. Please advise. Regards, Spintendo  16:23, 4 March 2020 (UTC)

Retirement Savings
Please replace "servicing more than 54,000 retirement plans" and its reference in the first sentence of the section with "servicing more than 116,800 retirement plans " as this number is extremely outdated.

In the first sentence of the second paragraph, please make "Oregon Retirement Savings Plan" a wikilink to Oregon Retirement Savings Plan.

Please remove "and is being gradually rolled out to employers" from the end of the second paragraph, as this wording is now outdated.

Please add "Ascensus was also chosen to manage Illinois’ retirement savings program, Secure Choice, in July 2017. Secure Choice was launched in phases in 2018 and 2019. The program is expected to cover 1.2 million workers. " to the section.

Please add "In August 2018, it was announced that Ascensus would administer California’s retirement savings program, CalSavers. In July of 2019, California began offering 7 million workers the opportunity to contribute to an IRA through CalSavers. " to the section.

Nfoxson (talk) 18:28, 4 March 2020 (UTC)

Reply 4-MAR-2020
Regards, Spintendo  22:26, 4 March 2020 (UTC)
 * 1) ✅ The number of retirement plans was updated to an approximate.
 * 2) ✅ The Wikilink to OregonSaves was added as requested.
 * 3) ❌ The claim regarding Secure Choice could not be added because the Wikilink for Secure Choice was not provided with the request.
 * 4) ❌ The claim regarding CalSavers could not be added because the Wikilink for CalSavers was not provided with the request.

Reply 5-MAR-2020
Secure Choice does not have a Wikipedia page so it cannot have a wikilink.

CalSavers does not have a Wikipedia page so it cannot have a wikilink.

Nfoxson (talk) 13:15, 5 March 2020 (UTC)

Reply 10-MAR-2020
Supplementary request #1 has been ✅

Supplementary request #2 has been because it does not clearly state Ascensus to administer CalSavers.

To reply, copy and paste this:     (Talk)       23:47, 10 March 2020 (UTC)

Reply 11-MAR-2020
Can you please change the citation on my request to "In August 2018, it was announced that Ascensus would administer California’s retirement savings program, CalSavers. In July of 2019, California began offering 7 million workers the opportunity to contribute to an IRA through CalSavers. "

Nfoxson (talk) 12:36, 11 March 2020 (UTC)

Reply 12-MAR-2020
✅: In sentence 2 about the statement of 7 million workers was not supported by the reference. However, I've found a supplemental reference. Also. the source does not explicitly state the date, so I also found another reference to support that.

At this point, everything should be okay. To reply, copy and paste this:     (Talk)       01:09, 12 March 2020 (UTC)

Government Savings
Please change the section name from "College savings" to "Government Savings"

Please change the end of the second sentence in the section from "the formation of its Ascensus Government Savings division" to "the formation of its Government Savings division" to make it grammatically correct.

Please change "The company also manages Ugift, its third-party giving program allowing family and friends to transfer money into 529 plans." (the last sentence of the first paragraph) to "The company also manages Ugift, its third-party giving program that allows family and friends to help contribute to beneficiaries' 529 and ABLE accounts. " as the platform has since expanded its services. Please add this reference (mainly for the footer on the website) in addition to the existing reference on the sentence.

Please add "Ascensus supports 21 ABLE (Achieving a Better Life Experience) plans across 19 states and the District of Columbia, including the National ABLE Alliance, the nation’s largest multi-state agreement. The 14-state partnership program enables residents to make investments to help disabled or blind citizens save for the future. " to the section and please remove the "Savings for individuals with disabilities" section below this one, as Ascensus's College Savings division has become Government Savings, which included ABLE plans.

Nfoxson (talk) 13:30, 12 March 2020 (UTC)

Reply 19-MAR-2020
Regards, Spintendo  13:16, 19 March 2020 (UTC)
 * 1) ✅ The word Ascencus was removed from the end of the second sentence of the College savings section.
 * 2) ❌ The request does not state what it is, about the description of the transfer of money into 529 plans, that is deficient when explaining that these plans "help contribute to beneficiaries' 529 and ABLE accounts".
 * 3) ❌ With regards to please remove the "Savings for individuals with disabilities" section below this one, that request cannot be reviewed because the verbatim text to be removed has not been included with the request.

Infobox
{{edit COI|D|no response}

Please add the following categories to the Products section in the Infobox: "ABLE accounts; flexible spending accounts; health reimbursement accounts; state-facilitated retirement plans". A wiki page for "state-facilitated retirement plans" does not currently exist.

Emilyschroeder (talk) 19:34, 24 March 2020 (UTC)

Reply 24-MAR-2020
Regards, Spintendo  20:09, 24 March 2020 (UTC)
 * 1) With regards to the financials, please provide a reference which verifies those numbers.
 * 2) With regards to the products parameter, it's helpful for the reader to have those terms Wikilinked, if you could provide them it would be much appreciated.
 * When ready to proceed with the requested information, kindly change the  template's answer parameter to read from yes to no. Thank you!

Summary
Please change "is a savings plan services provider in the United States." in the first sentence to "is one of the largest independent recordkeeping services provider for retirement, government, and health savings plans in the United States, with more than $262 billion in assets under administration."

Please remove the following sentence: "Ascensus also provides record-keeping, administrative, and program management services."

Please add the following before the last sentence ("The company does not offer investment advice."): "The firm expanded into the health benefits administration space through the acquisition of Chard Snyder Benefit Solutions in 2018 . FuturePlan by Ascensus, the firm’s third-party administration (TPA) line of business, is the largest retirement TPA in the U.S. . Ascensus is a NAFCU (National Association of Federally-Insured Credit Unions) Preferred Partner for the document, compliance, IRA, and health savings account (HSA) administrative services and technology it offers to banks and credit unions across the nation ."

Please change the word "company" in the last sentence ("The company does not offer investment advice.") to "firm", as Ascensus is frequently referenced as such.

Emilyschroeder (talk) 18:54, 26 March 2020 (UTC)


 * , thank you for using the request edit process. Please read about neutrality. This as an encyclopaedia, not an advertising platform, so we are not going to add any promotional content (such as that you propose) here. Oh, and www.prnewswire.com is a press-release platform, nothing there is useable as a source in Wikipedia. Justlettersandnumbers (talk) 23:10, 19 April 2020 (UTC)

Summary
Please change "Ascensus, LLC. is an American financial services company," in the first sentence to "Ascensus, LLC. is an independent recordkeeping services provider for retirement, government, and health savings plans in the United States, with more than $262 billion in assets under administration."

Please remove the following sentence: "It offers savings plans of various kinds."

Please add the following before the last sentence ("It was founded in 1980; the head office is in Dresher, Pennsylvania."): "The firm expanded into the health benefits administration space through the acquisition of Chard Snyder Benefit Solutions in 2018 . FuturePlan by Ascensus is the firm’s third-party administration (TPA) line of business. Ascensus is a NAFCU (National Association of Federally-Insured Credit Unions) Preferred Partner for the document, compliance, IRA, and health savings account (HSA) administrative services and technology it offers to banks and credit unions across the nation ."

Emilyschroeder (talk) 14:03, 9 June 2020 (UTC)

✅ your edit request has been done. Trains2050 (talk) 15:25, 9 June 2020 (UTC)

Infobox
Please add the following categories to the Products section in the Infobox: "ABLE accounts; flexible spending accounts; health reimbursement accounts; state-facilitated retirement plans". A wiki page for "state-facilitated retirement plans" does not currently exist.

Emilyschroeder (talk) 14:06, 9 June 2020 (UTC)

❌ hello  the proposed edit  has no sources so it can not be done. many thanks Trains2050 (talk) 15:03, 9 June 2020 (UTC)

Summary
Please change the first sentence to say, "Ascensus, founded in 1980 and based in Dresher, Pennsylvania, is an independent recordkeeping services provider for retirement, government, and health savings plans in the United States, with more than $262 billion[2] in assets under administration." I think this will read better.

To avoid repetition, please delete the last sentence,"It was founded in 1980; the head office is in Dresher, Pennsylvania."

Also, can you please delete the quotation marks at the beginning of the second sentence? It currently looks like this: "The firm expanded into the health benefits administration space through the acquisition of Chard Snyder Benefit Solutions in 2018.

Emilyschroeder (talk) 15:53, 9 June 2020 (UTC)

✅ your request has been done. Trains2050 (talk) 16:34, 9 June 2020 (UTC)

Summary
This section was edited, but then somehow reverted back to how it was a few edits ago. The following was previously approved & posted before being subsequently deleted:

"Ascensus, founded in 1980 and based in Dresher, Pennsylvania, is an independent recordkeeping services provider for retirement, government, and health savings plans in the United States, with more than $262 billion in assets under administration. In 2018, the firm expanded into the health benefits administration space through the acquisition of Chard Snyder Benefit Solutions . Additionally, FuturePlan by Ascensus is the firm’s third-party administration (TPA) line of business. Ascensus is a NAFCU (National Association of Federally-Insured Credit Unions) Preferred Partner for the document, compliance, IRA, and health savings account (HSA) administrative services and technology it offers to banks and credit unions across the nation ."

Can this please be readjusted to reflect the previously approved edits?

Emilyschroeder (talk) 17:28, 9 June 2020 (UTC)

i have reviewed the page history and I saw that a user edited because he thought it was better before, i am not going to edit it again but i suggest having a discussion in the article's talk page. PS: i suggest not to request anymore changes until the issue has been resolved. Trains2050 (talk) 17:49, 9 June 2020 (UTC)