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Thursday, October 29, 2026 · Today’s edition, 6:30 a.m. ETThu, Oct 29 · 6:30 a.m. editionSign inMy Desk 0EditionsSign in
Private Wealth Daily
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Dan Morrison

Ascensus · Reported Oct 19
In network coverage since September 30, 2026 · 3 stories
Network coverage
The Close

Ascensus routes flagged 401(k) participants to the plan’s own advisor

The recordkeeper, which administers more than $1.3 trillion for over 16 million savers, expects 18 to 20 partner firms to be live on the platform by this time next year.
Retirement Advisers · Oct 19Ascensus launches referral platform routing 401(k) savers to plan advisers
Retirement Advisers · Sep 30Ascensus announces advisor referral platform for more than 16 million plan participants
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