Ascensus Appoints Josh Rundle as New Head of Investment and Wealth Solutions

Ascensus Welcomes Josh Rundle

In a significant move, Ascensus has announced the appointment of Josh Rundle as the Head of Investment & Wealth Solutions, a newly formed role aimed at strengthening the firm’s commitment to its clients and partners. Rundle is set to join this rapidly growing platform later this month, bringing with him a wealth of experience from his previous stints in various leadership roles within the financial services industry.

Ascensus, based in Dresher, Pennsylvania, has emphasized the importance of connectivity within the workplace and savings ecosystems as part of its mission to help more savers save more. David Musto, the Chair and CEO of Ascensus, highlighted how Rundle’s leadership would enhance the company’s efforts to provide unparalleled service to savers, employers, and savings program sponsors. Furthermore, Rundle’s arrival is seen as a way to reinforce the firm’s established relationships with institutional partners and investment advisors.

Rundle’s impressive background spans over 17 years at Transamerica, where he played pivotal roles in retirement, wealth management, and insurance solutions. Before joining Ascensus, his notable positions included Head of Retirement Solutions and President of Transamerica Retirement Advisors, where he was responsible for curating investment partner programs and facilitating innovative workplace-to-wealth strategies. His extensive knowledge and experience in the sector will be invaluable as Ascensus continues to innovate and adapt in a dynamic financial landscape.

He holds a Bachelor of Arts in Mathematics and Risk Management from Illinois Wesleyan University and boasts esteemed accreditations including Fellow of the Society of Actuaries, Chartered Financial Analyst, and Chartered Enterprise Risk Analyst. Additionally, he served as a Board Member of the American Benefits Council, allowing him to stay at the forefront of industry developments and regulatory changes.

The addition of Rundle to the team marks a significant step for Ascensus, which has displayed remarkable growth in the tax-advantaged savings space, boasting nearly 16 million savers. The organization prides itself on serving as a premier provider of savings program solutions and acting as a knowledgeable partner for its clients and their customers.

In light of this new appointment, Ascensus emphasizes its mission of democratizing access to exceptional investment and wealth management solutions for savers across various tax-advantaged savings options. The company's extensive experience in managing over $892 billion in assets under administration settles its reputation as a trustworthy player in the financial services domain.

As Rundle prepares to step into his new role, the anticipation surrounding his leadership underscores Ascensus's commitment to fostering a culture of innovation and excellence in financial services that benefits both savers and their advisors. His vision of collaborative growth will undoubtedly contribute to the firm’s ability to not just meet but exceed the evolving needs of the financial savings ecosystem. By positioning itself at the intersection of technology and investment strategy, Ascensus aims to continue enhancing its offerings and creating lasting value for clients and partners alike.

In conclusion, Josh Rundle’s appointment as the Head of Investment & Wealth Solutions at Ascensus represents a pivotal moment for the company and its stakeholders. As the firm looks to the future, Rundle’s expertise will be crucial in propelling Ascensus to new heights, cementing its status as a leader in the investment and wealth management sector. Whether you are a saver, employer, or financial advisor, Ascensus remains dedicated to empowering you on your financial journey.