[Updated 5-2-19 with new final section with additional David Musto interview] As the retirement industry is on the precipice of massive business, legislative, and regulatory transformation, the largest independent recordkeeper to workplace retirement and 529 plans intends to stay that way.
Dresher, PA.-based Ascensus, which administers retirement, college savings, and health plans for more than 8 million individuals, has been at the forefront of merger and acquisition activity in an industry poised for aggressive consolidation, both as a buyer and a seller.
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