Ascensus Welcomes Josh Rundle as Head of Investment & Wealth Solutions
Ascensus, a leader in tax-advantaged savings solutions, has made an exciting announcement about its executive team. Josh Rundle is set to join the company in the newly established position of Head of Investment & Wealth Solutions. This strategic move underlines Ascensus' commitment to enhancing its services and engagement with partners.
Strategic Goals and Vision for the Future
In an evolving landscape of workplace and savings solutions, Ascensus aims to enrich the network connections that support their core mission: to help more savers save more effectively. CEO David Musto highlighted how Rundle's leadership will add significant energy to ongoing initiatives. With a clear vision, the company seeks to deliver substantial value to savers, employers, and program sponsors alike.
The Expertise of Josh Rundle
With 17 years of invaluable experience at Transamerica, Rundle brings a wealth of knowledge in retirement and wealth management. Throughout his tenure, he held various key roles including Head of Retirement Solutions and President of Transamerica Retirement Advisors. His career has been marked by success in building strategic investment partnerships and creating tailored financial solutions aimed at empowering individuals on their wealth journey.
His Educational Background
Rundle's academic background includes a Bachelor of Arts in Mathematics and Risk Management from Illinois Wesleyan University. His credentials are further strengthened by his status as a Fellow of the Society of Actuaries, along with being a Chartered Financial Analyst and Chartered Enterprise Risk Analyst. Moreover, he contributed to the industry as a Board Member of the American Benefits Council.
A Focused Commitment to Tax-Advantaged Savings
Ascensus proudly supports nearly 16 million individuals as a prominent provider of tax-advantaged savings solutions. The firm integrates advanced technology with dedicated services to ensure that clients can effectively save for their futures. Rundle's new role is a testament to the firm’s dedication to continual improvement and leadership in the savings space.
Expanding Value Through Partnerships
The company emphasizes the importance of partnerships. Ascensus is uniquely positioned to facilitate the democratization of investment and wealth solutions, reaching a broad audience through diverse tax-advantaged platforms. With Rundle's arrival, Ascensus is poised to strengthen its relationships with institutional partners and financial advisors.
About Ascensus
Ascensus stands as a leading enabler of tax-advantaged savings programs, offering unmatched technology, extensive services, and industry expertise. The company serves as a third-party administrator and government savings facilitator, demonstrating its commitment to enhancing the financial well-being of millions.
Through comprehensive service offerings, including qualified and nonqualified retirement plans and savings program administration, Ascensus continues to support growth for its partners and clients. The company proudly manages over $892 billion in assets and boasts a dedicated team of more than 5,000 associates.
Frequently Asked Questions
What is the new role of Josh Rundle at Ascensus?
Josh Rundle has been appointed as the Head of Investment & Wealth Solutions, a newly created role that focuses on enhancing client engagement and service offerings.
What is Ascensus's primary mission?
Ascensus's mission is to help more savers save more effectively through technology-enabled solutions and strong partnerships.
How much assets does Ascensus manage?
Ascensus manages over $892 billion in assets under administration, showcasing its strong position in the financial services industry.
What expertise does Josh Rundle bring to his new position?
Rundle brings 17 years of experience in retirement and wealth management from his previous role at Transamerica, where he held various leadership positions.
What services does Ascensus offer?
Ascensus provides a range of services, including retirement plan solutions, savings program administration, and financial advice to support savers in reaching their goals.
