Robert Kaplan was Appointed as Chief Compliance Officer at Ascensus

Date of management change: June 14, 2018 

What Happened?

Dresher, -based Ascensus Appointed Robert Kaplan as Chief Compliance Officer


About the Company

We work hard every day to help over 7 million Americans save for a college education, healthcare, and retire successfully. This is both our passion and expertise. Through partnerships with financial institutions and financial professionals, our savings plans are designed to be smart, clear, personal, and most of all, effective. We are the largest independent retirement and college savings services provider in the United States, supporting approximately 50,000 retirement plans, 4 million 529 college savings accounts, and administering more than 1.5 million IRAs and health savings accounts. When you choose Ascensus as a partner or a service provider, rest assured, you will always have a plan.


About the Person

Robert Kaplan is Chief Compliance Officer at Ascensus. Previously, Robert held various senior legal leadership roles in the industry.


Info Source

Press Release


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