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The fee is generally used to defray fund costs associated with the redemption. M. It is not a broker-dealer or an investment advisor and does not provide tax, legal, or accounting services. Forgot Your Username? Social Security #. Ascensus, LLC provides administrative and recordkeeping services. All rights reserved. Terms and Conditions | Privacy Management | Security © 2023 Ascensus, LLC. It offers savings plans of various kinds. 5Available for most 529 plans serviced by Ascensus. Ascensus is the largest independent retirement and college savings services provider in the United States, helping over 6 million Americans save for the future. In 2022, Ascensus, Newport, and PAi joined to form one company. They are there for us when we need them. 800-411-6971 - Website InquiriesDepending on your interaction with Ascensus, other privacy policies may apply in addition to this Policy. ascensus. Before investing in any 529 plan, please consider whether your or the beneficiary’s home state offers any state tax or other state benefits such as financial aid, scholarship funds, and protection from creditors that are only available. pays its employees an average of $76,269 a year. It is not a broker-dealer or an investment advisor and does not provide tax, legal, or accounting services. This system is the proprietary property of Ascensus and may be accessed and used only by parties authorized by Ascensus. It is not a broker-dealer or an investment advisor and does not provide tax, legal, or accounting services. It is not a broker-dealer or an investment advisor and does not provide tax, legal, or accounting services. Whatever your level of experience,Ascensus can help you reach success and gain a view from the top. It offers savings plans of various kinds. Top banks, credit unions, and financial institutions, and independent advisors partner with us to offer their clients a wide range of retirement plans and related services. He has over 25 years of industry and private equity experience at firms including Broadridge, US Trust/Bank of America, McKinsey, and ATT Capital. range from an average of $51,422 to $119,614 a year. It is not a broker-dealer or an investment advisor and does not provide tax, legal, or accounting services. Ascensus provides administrative and recordkeeping services and is not a broker-dealer or an investment advisor. P. Our broad range of retirement solutions and industry-leading expertise give you the freedom to build a plan you can offer to clients with confidence. Ascensus - Mobile Retirement Login. 1, 2022. ET. Before investing in any 529 plan, please consider whether your or the designated beneficiary’s home state offers its taxpayers any benefits that are only available through that state’s 529 plan. com Regular Mail Express or Overnight Mail Ascensus DCS Unit Ascensus DCS Unit PO Box 577, Fort Washington, PA 19034 575 Pinetown Road #577, Fort Washington, PA 19034 If you have any questions, please contact the Ascensus Document Compliance Service Team at 888-656-2707. Employees at Ascensus stay with the company for 5. The average salary for Regional Service Director (100% Remote) at companies like ASCENSUS in the United States is $189,142 as of October 25, 2023, but the salary range typically falls between $159,683 and $218,600. Ascensus, LLC provides administrative and recordkeeping services. (Ascensus recommends that the employer consult with a legal or tax advisor to review all plan selections—including any provisions defaulted to those frequent ly selected by employers, as further described later in thi s PDQ. Leadership that champions a long-term vision and commitment to the industry. Ascensus will prepare and post the signature ready documents to our secure electronic signature website, Sertifi. to 8:00 p. Report. Monday through Friday from 8:00 a. April 1, 2021. It is not a broker-dealer or an investment advisor and does not provide tax, legal, or accounting services. M. Ascensus helps millions of Americans save for life’s biggest moments—education, healthcare, and retirement. to provide certain plan recordkeeping and administrative services on VGI’s behalf. In 2022, Ascensus, Newport, and PAi joined to form one company. User ID: Password: Ascensus Employee. Open form follow the instructions. Investment advisory services are provided by ShareBuilder Advisors, LLC, an SEC-registered investment advisor. Enter Email Address. m. m. Ascensus. Who is Ascensus. The average Ascensus salary ranges from approximately $37,583 per year for a Call Center Representative to $228,383 per year for a Director. * We offer a single source for implementation, recordkeeping, administration, client service, marketing, and investment services. Ascensus also takes affirmative action to employ, and advance. Ascensus - Retirement LoginAscensus provides program management and administration services for 42 plans across 25 states and the District of Columbia with over $174 billion in assets under administration. Have questions? Email your sales rep. Before investing in any 529 plan, please consider whether your or the beneficiary’s home state offers any state tax or other state benefits such as financial aid, scholarship funds, and protection from creditors that are only available. Business Started: 11/17/1987. User ID: Password: Ascensus Employee. The estimated base pay is $20 per hour. Retirement Markets 2021. Depending on your interaction with Ascensus, other privacy policies may apply in addition to this Policy. It is not a broker-dealer or an investment advisor and does not provide tax, legal, or accounting services. It was founded in 1980; the head office is in Dresher, Pennsylvania. Carolyn Fraser, Head of Internal Sales. com is now AscensusTrust. Our forms, available in several formats, are prepared by senior consultants and make account establishment and maintenance easy and efficient. (d) Client acknowledges that Ascensus is not a fiduciary. It is not a broker-dealer or an investment advisor and does not provide tax, legal, or accounting services. Last Modification Date: August 12, 2015 11:21:46Our cybersecurity response program is designed to help keep your financial information safe and is intended to comply with applicable federal and state laws. Get the latest business insights from Dun &. It offers savings plans of various kinds. from University of Madras. Forgot Your Password? Date of Birth. They offer an opportunity to differentiate your business and offer families a holistic. They offered a Roth 401k plan. More. Retirement Join your company's retirement plan today and start your journey to financial freedom. Ascensus and Morningstar Associates LLC are not affiliated with VMC, VGI, or any of their affiliates. Ascensus, LLC provides administrative and recordkeeping services. Total compensation includes the value of any benefits received in addition to. VGI has entered into an agreement with Ascensus, LLC. Email Address  Restart LoginAscensus, LLC provides administrative and recordkeeping services. 53% of Ascensus employees are women, while 47% are men. Ascensus ® and the Ascensus logo are trademarks of Ascensus, LLC. from University of Bombay, and a B. Before investing in any 529 plan, please consider whether your or the beneficiary’s home state offers any state tax or other state benefits such as financial aid, scholarship funds, and protection from creditors that are only available. The tool then calculates whether they're on track to. By Gregg Greenberg. Paid Time Off. Advice services and educational services on this website are provided by Morningstar Associates LLC. Ascensus - Participant Login. Salary: $108,993. Coverdell education savings accounts are a great way for financial institutions to round out their retirement savings business. Before investing in any 529 plan, please consider whether your or the beneficiary’s home state offers any state tax or other state benefits such as financial aid, scholarship funds, and protection from creditors that are only available. Representatives are available from Monday to Friday, 8AM to 5PM Eastern Time. to provide certain plan recordkeeping and administrative services on VGI’s behalf. com. (ET) at 866-809-8146. myaccount. The average salary for Client Relationship Manager at companies like ASCENSUS in the United States is $113,443 as of September 25, 2023, but the salary range typically falls between $93,469 and $133,417. We can help. Format: mm/dd/yyyy. Back to Login. At Ascensus, we offer quality retirement administration – all the solutions you need to address your clients' unique plan needs. Terms and Conditions | Privacy Management | Security © 2023 Ascensus, LLC. txt, in the same folder as your Quicken data file), and it contains the entries for Ascensus; they should be showing up in the new account window. Company profile page for Ascensus LLC including stock price, company news, press releases, executives, board members, and contact informationAscensus is headquartered in located in Dresher, Pennsylvania. The plan combines Vanguard investment options with recordkeeping from Ascensus. Get immediate online access to your clients' Ascensus-administered 529 plans with 529 QuickView. Forgot Password? Our representatives are available to assist you with any questions or concerns. Microsoft Internet Explorer. Who can I contact if I have a question about my IRA with Alliance Bernstein and Ascensus Trust? You can call Alliance Bernstein directly at 800-221-5672. It is not a broker-dealer or an investment advisor and does not provide tax, legal, or accounting services. Developed for sole proprietors, partnerships, and C and S corporations 1, Ascensus' Individual(k) plans are easy-to-implement, cost-effective, and designed to help self-employed individuals save for retirement. US$ 302. Save for Education. Click here to visit ascensus. Ascensus, LLC provides administrative and recordkeeping services. Locations. Submit. Date of Birth. Ascensus and ShareBuilder Advisors, LLC are unaffiliated legal entities and each is responsible for its own separate products and services. Average Ascensus hourly pay ranges from approximately $13. Next. The estimated total pay for a Customer Service Representative at Ascensus is $41,050 per year. 800-411-6971 - Website Inquiries Depending on your interaction with Ascensus, other privacy policies may apply in addition to this Policy. November 2021. A Comprehensive Plan Document Service for Complex Times — Ascensus. For general inquiries about READYSAVE 529 and/or suggestions for improving the app, send us an email at mobileapp@ascensus. XSEP and SIMPLE IRA retirement plans are great options to consider for small business owners who don’t want a full-fledged profit-sharing or 401 (k) retirement plan. Ascensus, LLC provides administrative and recordkeeping services. Ascensus, LLC provides administrative and recordkeeping services. It is not intended to provide, and should not be relied upon for investment, accounting, legal or tax advice. industry experience, Ascensus has the insight and knowledge to help you succeed. With recent Great-West poach and David Musto running the show the Dresher, Pa. Depending on your interaction with Ascensus, other privacy policies may apply in addition to this Policy. So, if you notice the Ascensus logo or brand where you're used to seeing Newport or PAi, rest assured—you're in the right place. It is not a broker-dealer or an investment advisor and does not provide tax, legal, or accounting services. It is not a broker-dealer or an investment advisor and does not provide tax, legal, or accounting services. That’s why we offer a wide range of benefits, such as student loan refinancing, healthy living programs, paid volunteer time off, and more. It is not a broker-dealer or an investment advisor and does not provide tax, legal, or accounting services. How to find Ascensus 401K Login Rp Link? Go to the official website of Ascensus 401K Login Rp Link. The chart shows total cash compensation for the ASCENSUS Customer Service Representative in the United States, which includes base, and annual incentives can vary anywhere from $34,144 to $43,381 with an average total cash compensation of $38,762. Depending on your interaction with Ascensus, other privacy policies may apply in addition to this Policy. Instructions to Log In or Reset your MyEd Student Account Student Log in . A safe harbor 401(k) is a specific 401(k) retirement plan design that allows sponsoring employers to avoid certain compliance testing. Years in Business: 36. Access your retirement account information anytime, anywhere with this convenient and secure mobile app. A safe harbor 401(k) is a specific 401(k) retirement plan design that allows sponsoring employers to avoid certain compliance testing. Depending on your interaction with Ascensus, other privacy policies may apply in addition to this Policy. Ascensus - Retirement Login Security Upgrade Make Your Account More Secure It's a short process that typically takes less than 3 minutes. We’re also one of the savings plan industry’s leading providers of outsourced services. Banks, Credit Unions, & Financial Institutions. ascensus made changes recently. Advanced Sales Call Center. Follow Ascensus Each year, Ascensus helps more than 12 million Americans save for retirement and college education. The estimated base pay is $41,050 per year. This way, our clients can focus on what’s most important—developing trusted relationships and growing their business. Ascensus is the largest independent retirement and college savings services provider in the United States, helping over 6 million Americans save for the future. m. It offers savings plans of various kinds. Through partnerships with financial institutions and financial professionals, our savings plans are designed to be smart, clear, personal, and most of all, effective. The "Most Likely Range" represents. In 2022, Ascensus, Newport, and PAi joined to form one company. The estimated total pay for a Customer Service Representative at Ascensus is $41,050 per year. Website. Managing retirement plan administration pre-COVID was already a challenge. The average salary for Customer Service Representative, Benefits at companies like ASCENSUS in the United States is $37,499 as of July 25, 2023, but the range typically falls between $33,234 and $41,765. 0 Act Webinar Learn more >. Discover the industry leading self directed IRA Custodian. A safe harbor 401(k) is a specific 401(k) retirement plan design that allows sponsoring employers to avoid certain compliance testing. It has been an appalling experience. Before investing in any 529 plan, please consider whether your or the beneficiary’s home state offers any state tax or other state benefits such as financial aid, scholarship funds, and protection from creditors that are only available. Flexible plan designs to fit your needs. 5 million (2018) Number of employees. View our forms collections. Ascensus provides the resources to help drive sales and the client support to simplify plan management. History and ownership. Page 1 of 2 ©2007 Ascensus, Inc. Please Sign In. Ascensus has no responsibility and is a violation of Ascensus copyright. 486 (Rev. Ascensus® and Ascensus® logo are registered trademarks used under license by Ascensus, LLC. Depending on your interaction with Ascensus, other privacy policies may apply in addition to this Policy. Click on it. Representatives are available from Monday to Friday, 8AM to 5PM Eastern Time. Ascensus ® and the Ascensus logo are trademarks of Ascensus, LLC. Section 1: Position Summary. It is not a broker-dealer or an investment advisor and does not provide tax, legal, or accounting services. Fax 218-825-5713 Email LPL-QRPDocuments@ascensus. Many aspects of 401(k) plans are subject to compliance testing to ensure that higher paid employees and owners don’t benefit from the plan disproportionately in comparison with the rank-and-file employees. Ascensus monitors its systems for compliance, security and other purposes. It is not a broker-dealer or an investment advisor and does not provide tax, legal, or accounting services. 5 million (2018) Number of employees. Ascensus ® and the Ascensus logo are trademarks of Ascensus, LLC. Enter Email Address. Former Newport or PAi participant retirement accounts, log in here. Salary ranges can vary widely depending on many important factors, including education, certifications, additional skills. m. It is not a broker-dealer or an investment advisor and does not provide tax, legal, or accounting services. Proudly recognized as 2018’s Best IRA Custodian specializing in Alternative Asset Custody with superior technology and customer service. Ascensus is a recordkeeper for more than 50,000 retirement plans, with more than 1. User ID: Password: Ascensus Employee. (215) 648-8000. 10% of Ascensus employees are Hispanic or Latino. Helping grow your book of business We are dedicated to helping you establish and manage your clients' plans with unparalleled choices, industry-leading expertise, and exceptional service. We believe everyone deserves to feel financially secure, and together, we're better positioned than ever to advance that mission. an electronic or physical signature of the person authorized to act on behalf of the owner of the copyright's interest; a description of the copyrighted work that you claim has been infringed, including the URL (i. Ascensus - Netscaler LoginGet high-speed fiber internet today! Same day or same week installations. Last Modification Date: August 12, 2015 11:21:46Ascensus, LLC provides administrative and recordkeeping services. Price, who has served as head of Sales for FuturePlan since. Sharebuilder 401k is a marketing. We would like to show you a description here but the site won’t allow us. This rating has decreased by -2% over the last 12 months. Depending on your interaction with Ascensus, other privacy policies may apply in addition to this Policy. With Ascensus, you and your advisor have the freedom to design a plan that will work for your unique business and employees—both today and as the business evolves and grows. We have options for whatever role you play in helping Americans save for the future. Single-family homes make up a large proportion of the market, but Greater Victoria also has a number of high-end luxury properties. Ascensus, LLC provides administrative and recordkeeping services. Small Business Retirement Plans. B. And most of all, they saved us from a very bad situation. I provided my Web User ID and Password when asked. Whichever path you choose, our experts will be here to support you with industry expertise and exceptional service, every step of the way. How much does Ascensus, Inc. Contact the Ascensus Sales Desk at 800-345-6363, Option 1 to discuss other options. pdf 11. Ascensus, whose technology and expertise help millions of people save for retirement, education, and healthcare, announced that it has entered into a definitive agreement under which Newport Group (Newport), the Walnut Creek, California-based retirement services provider, will merge with Ascensus. Advice services and educational services on this website are provided by Morningstar Associates LLC. We need to verify your identity before we create your account. VGI has entered into an agreement with Ascensus, LLC. The initial group. 2B. (215) 648-8000. 4000 (2020) Website. Learn about Ascensus culture, salaries, benefits, work-life balance, management, job security, and more. 3/2022) Page 2 of 3 ©2022 Ascensus, LLC The Plan Administrator will check here if the following election does NOT apply. Ascensus - Participant Login. Ascensus is an Equal Opportunity Employer and does not discriminate on the basis of race, color, creed, national origin, ancestry, religion, age, citizenship, sex, marital or veteran status, disability or handicap, sexual orientation or any other basis prohibited by applicable law. Before investing in any 529 plan, please consider whether your or the designated beneficiary’s home state offers its taxpayers any benefits that are only available through that state’s 529 plan. Ascensus® and Ascensus® logo are registered trademarks used under license by Ascensus, LLC. It offers savings plans of various kinds. We provide complete administration. User ID: Password: Ascensus Employee. It is not a broker-dealer or an investment advisor and does not provide tax, legal, or accounting services. Back to Login. View all Ascensus jobs in Charleston, SC - Charleston jobs - Client Services Manager jobs in Charleston, SC; Salary Search: Client Service Manager (457 Plan Experience Preferred) salaries in Charleston, SC; See popular questions & answers about Ascensus Jason Crane, Head of Retirement Distribution. ; Make sure that Cookies is turned on. As an Ascensus company since 2022, we continue to focus on serving employers, their employees, and financial. View your balance, contributions,. is an American financial services company. Depending on your interaction with Ascensus, other privacy policies may apply in addition to this Policy. As the nation's largest independent retirement services provider, we give you the freedom to design the retirement program that will best fit your unique needs and employees. He holds an M. 69% of employees would recommend working at Ascensus to a friend and 66% have a positive outlook for the business. Plan features of the CoPilot 401 (k) include: Low cost, value-focused plan design. Safari for Desktop. $229. Before investing in any 529 plan, please consider whether your or the beneficiary’s home state offers any state tax or other state benefits such as financial aid, scholarship funds, and protection from creditors that are only available. Sales representatives and contacts. View your balance, contributions, investments, and more. Featured. Salary ranges can vary widely depending on many important factors, including education, certifications, additional skills, the number of. 2. Directions. Country City Address; United States: Dresher: 200 Dryden Rd #4000. S. Advertisement. Ascensus, LLC provides administrative and recordkeeping services. The newly combined. Terms and Conditions | Privacy Management | Security © 2023 Ascensus, LLC. It is not a broker-dealer or an investment advisor and does not provide tax, legal, or accounting services. Is. 3, 2021 /PRNewswire/ -- Ascensus, whose technology and expertise help millions of people save for retirement, education, and healthcare, announced that it has entered into a. is an American financial services company. . Integrity Always ®. . Ascensus ® and the Ascensus logo are trademarks of Ascensus, LLC. For our 24-participant example, this number is $497. Zip Code. Visit Website. Google Chrome for Android. Please Sign In. Sales representatives and contacts. Among the best-known and most popular company-sponsored retirement plans, a 401 (k) gives employers flexibility in plan features and design, has high contribution limits, and can be a valuable tool in employee recruiting and retention. All other trademarks, service marks, or registered trademarks are the property of their respective owners. IRA Ascensus December 15, 2022 Compliance & Operations, IRA, IRS, Traditional IRA, Roth IRA, SIMPLE IRA Plan, SEP Plan, Qualified Retirement Plan, Distribution, Form 1099-R, Reporting Selecting the Correct IRS Form 1099-R Box 7 Distribution CodesThe estimated total pay for a Customer Service Representative at Ascensus is $20 per hour. All rights reserved. Ascensus ® and the Ascensus logo are trademarks of Ascensus, LLC. Forms. Lori Zeman, Division VP, Western Region. 1-800-431-7934. 200 Dryden Rd E Ste 4000, Dresher, Pennsylvania, 19025, United States. It is not a broker-dealer or an investment advisor and does not provide tax, legal, or accounting services. Let's Make Sure It's You. Newport, an Ascensus company, helps employers offer their associates a more secure financial future through retirement plans, insurance and consulting services. ; Select Cookies. Ascensus, LLC provides administrative and recordkeeping services. Fax 218-825-5713 Email PershingPlanDocs@ascensus. The Cerulli Report: U. Today’s top 52 Ascensus Customer Service jobs in United States. Ascensus and Newport announced their merger agreement has met all closing conditions and the companies begin efforts to combine—serving more than 15 million people across America saving in an industry-leading 150,000+ retirement plans, as well as 529 and ABLE savings accounts, and health savings and spending accounts. 2014 The ABC Retirement Plan Important note: This is a sample enrollment guide and may contain features, investments, and offerings not supported by your plan. Retirement plan portability can be confusing, not only for IRA owners and plan participants, but for financial organization personnel. It is not a broker-dealer or an investment advisor and does not provide tax, legal, or accounting services. Log in Save for what matters with tax-advantaged accounts. The most common ethnicity at Ascensus is White (72%). Format: xxx-xx-xxxx. The average Ascensus hourly pay ranges from approximately $19 per hour for a Call Center Representative to $58 per hour for a Manager. Ascensus - Mobile Retirement Login. 267-549-1057. Fax 218-825-5713 Email [email protected] or considered imputed knowledge of Ascensus. ; Select Site settings. Mindy O’Connor, Head of Business Development. to 8:00 p. Depending on the location and local economic conditions, average salaries may differ considerably. All rights reserved. Depending on your interaction with Ascensus, other privacy policies may apply in addition to this Policy. 215-648-5351. We provide trust services to both qualified and nonqualified employee benefits. Insurance Ascensus's Social Media. Microsoft Edge. It is not a broker-dealer or an investment advisor and does not provide tax, legal, or accounting services. To calculate your per-capita administration fee, simply divide the administration fee total from your spreadsheet by the number of participants in your plan. Ascensus® and Ascensus® logo are registered trademarks used under license by Ascensus, LLC. The estimated total pay for a Client Service Representative at Ascensus is $42,150 per year. This is both our passion and expertise. It is not a broker-dealer or an investment advisor and does not provide tax, legal, or accounting services. is an American financial services company. 56 reviews from Ascensus employees about working as a Customer Service Representative at Ascensus. ET. . It is not a broker-dealer or an investment advisor and does not provide tax, legal, or accounting services. Ascensus ® and the Ascensus logo are trademarks of Ascensus, LLC. S. With 529 QuickView, you have one-stop access for answers to your clients' account questions with data that is easily. 866-794-2950 - Ascensus Trust IRA Inquiries. Now it is saying that Acsensus is blocking mint and refusing the connection. Firefox. Before investing in any 529 plan, please consider whether your or the beneficiary’s home state offers any state tax or other state benefits such as financial aid, scholarship funds, and protection from creditors that are only available. 503-333-4341. As we move forward as one organization, the Newport and PAi brands will begin to transition to Ascensus. Vacation Days Purchase Plan*. Ascensus, LLC provides administrative and recordkeeping services. Depending on your interaction with Ascensus, other privacy policies may apply in addition to this Policy. Customer Service Representatives on the lower. Ascensus, LLC provides administrative and recordkeeping services. Ascensus may discontinue providing any or all of the Services if the Client failsThe best online money management software for Ascensus (RPLink) customers. FuturePlan by Ascensus. Did you know we have a mobile app? Get secure, one-touch access to your account with READYSAVE ™Ascensus, LLC provides administrative and recordkeeping services. 4 years. 529 Fit is designed to leverage your business’s. 00 per hour for Health Educator. Ascensus, LLC provides administrative and recordkeeping services. We would like to show you a description here but the site won’t allow us. Ascensus, LLC provides administrative and recordkeeping services. Depending on your interaction with Ascensus, other privacy policies may apply in addition to this Policy. The average salary for Client Service Representative at companies like ASCENSUS in the United States is $45,690 as of September 25, 2023, but the range typically falls between $39,229 and $52,151. User ID: Password: Ascensus Employee. Before investing in any 529 plan, please consider whether your or the beneficiary’s home state offers any state tax or other state benefits such as financial aid, scholarship funds, and protection from creditors that are only available. Ascensus provides administrative and recordkeeping services. It is not a broker-dealer or an investment advisor and does not provide tax, legal, or accounting services. Ascensus employees rate the overall compensation and. Ascensus® and Ascensus® logo are registered trademarks used under license by Ascensus, LLC. Phone Number (215) 648-8000. The company provides a range of service models, from recordkeeping and administration to full-service program. It is not a broker-dealer or an investment advisor and does not provide tax, legal, or accounting services. Contact us Participants and plan sponsors looking to view and manage their Ascensus retirement plan account can access their login page here. Fee-for-Service Engagements. All rights reserved. Ascensus ® and the Ascensus logo are trademarks of Ascensus, LLC. We’ve launched Payroll 360 integration to help clients streamline plan management. Google Chrome for Desktop. Our technology, market insights, and business knowledge enhance the growth and success of our partners, their clients, and savers. Whether you’re new or a seasoned professional, we can help. Ascensus, LLC provides administrative and recordkeeping services. Consulting. Our solutions encompass a full range of capabilities, allowing you to tailor both the features and support to fit your individual organization’s needs. CoPilot Small Business 401 (k) and Individual (k) 833-893-3233. New Ascensus Customer Service jobs added daily. The average salary for Retirement Service Consultant at companies like ASCENSUS in the United States is $165,800 as of September 25, 2023, but the range typically falls between $123,070 and $208,529. Email Address is required . Investment advisory services are provided by ShareBuilder Advisors, LLC, an SEC-registered investment advisor. FEES AND EXPENSES. Ascensus, LLC provides administrative and recordkeeping services. Depending on your interaction with Ascensus, other privacy policies may apply in addition to this Policy. is an American financial services company. Our collection of technical reference manuals for your staff contains rules, regulations, and authoritative guidance. Ascensus and ShareBuilder Advisors, LLC are unaffiliated legal entities and each is responsible for its own separate products and services. DRESHER, PA 19025.