A Leading Savings Plan Provider

Recently Released!!!
Date Published: October 30, 2020
Summary PowerPoint Deck: 40 Slides
Reference PowerPoint Deck: 40 Slides

Ascensus was founded as The Barclay Group in 1980. The company is based in Dresher, PA. Ascensus has 3,700 employees & $327 billion assets under administration. Ascensus is led by its Executive Chairman Bob Guillocheau, CEO David Musto, & Chief Operating Officer Jim Gearin. Its web site can be found at

This research addresses the key historical phases of Ascensus, including:
  • Early Phase
  • Middle Phase
  • Recent Phase
Its profile includes the key statistics of the company, including its number of offices, employees, clients, accounts, assets under administration, revenues, & net profits.

Its profile includes detailed outlines of its core businesses, including:
  • Retirement Savings
  • Education Savings
  • Health Savings
  • ABLE

And its profile concludes with the highlights of its organizational structure & ownership.

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