FAQ 2142: Importer: Vendor listing for Ascensus and Quicklink for ASC

Problem: What is Quicklink for ASC from the Ascensus website and can it allow me to download and import from Mutual of Omaha, or Vanguard and are there others?

Solution: If a user is able to download from Quicklink for ASC from the Ascensus website: The following platforms may use Ascensus import in the Importer: Ascensus Mutual of Omaha Vanguard Fisher Investments State Farm ShareBuilder Goldman Sachs As a TPA, log into Ascensus site once and have access to all of the plans they have on their platform in one dashboard. Their processes are identical for most. Mutual of Omaha has a different trust company and a couple minor nuances but nothing concerning reporting and ASC downloads.