Steve Hale
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Steve Hale Email & Phone Number

Regional Vice President, at FuturePlan by Ascensus at Ascensus
Location: Austin, Texas Metropolitan Area, United States 7 work roles 1 school
4 work emails found @gulfcopper.com LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 4 work emails

Work email s****@gulfcopper.com
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Current company
Ascensus
Role
Regional Vice President, at FuturePlan by Ascensus
Location
Austin, Texas Metropolitan Area, United States
Company size
2240 employees

Who is Steve Hale? Overview

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Quick answer

Steve Hale is listed as Regional Vice President, at FuturePlan by Ascensus at Ascensus, a company with 2240 employees, based in Austin, Texas Metropolitan Area, United States. AeroLeads shows a work email signal at gulfcopper.com and a matched LinkedIn profile for Steve Hale.

Steve Hale previously worked as Regional Vice President at FuturePlan by Ascensus at Ascensus and Shareholder at Administrative Fiduciary Services Inc.. Steve Hale holds Bs, Business Administration & Accounting from Oklahoma State University.

Company email context

Email format at Ascensus

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{first_initial}{last}@gulfcopper.com
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Profile bio

About Steve Hale

Steve is Regional Vice President at FuturePlan by Ascensus. With more than 32 years of focused expertise in the retirement plan industry, he is well equipped to assist financial advisers, benefits leaders, tax planning professionals and plan sponsors in choosing from a variety of retirement plan concepts and provider platforms to help navigate a broad range of retirement plan design options to meet their goals. Steve helps support FuturePlan's pursuit as a company that is innovative, responsive, accurate, fair, and capable by engaging and consulting with clients to provide third party administration for all plan types including those with complex features to help lessen the uncertainty for businesses and coordinate transitions between vendors and plan designs changes.Specialties:Adjunct Professor at University of Texas at Austin, Certified Financial Planning, Economics

Listed skills include 401K, Retirement, Retirement Planning, Employee Benefits, and 17 others.

Current workplace

Steve Hale's current company

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Ascensus
Ascensus
Regional Vice President, at FuturePlan by Ascensus
dresher, pennsylvania, united states
Website
ascensus.com
Employees
2240
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7 roles

Steve Hale work experience

A career timeline built from the work history available for this profile.

Regional Vice President At Futureplan By Ascensus

Current
Ascensus

Austin, TX

Feb 2019 - Present

Vice President, Emerging Markets And Marketing Director

Nova 401(K) Associates

Austin

Third Party Administration and 3(16) Fiduciary Administratio

May 2010 - Feb 2019

Vice President, Field Sales

Nextstep Defined Contribution, Inc.

Vice President, Sales Operations for NextStep Defined Contribution, Inc. He is a key contributor for Sales and Business development initiatives within NextStep DC and helps to enhance the solutions and services as a national provider. Steve offers more than 18 years of investment industry experience combined with 16 years of uninterrupted 401(k) industry.

Oct 2009 - Apr 2010

Vice President & Director, Participant Education And Business Development

Charles Schwab

- Develop and align education curriculum to deploy best practice programs and improve retirement readiness, investment decisions and understanding of all plan related benefits for participants.- Responsible for overall participant experience and effectiveness of education programs.- Accountable for overall participation rates, rate of deferrals, and.

Mar 2007 - Oct 2009

Vice President, Participant Communications

The 401K Company

- Managing all aspects of participant communications and education delivery to over 500,000 participants with over 35 billion dollars in assets under management across all markets segments- Spearheaded the development of new presentation media delivery methods by evolving delivery channels and programs- Refined document control and retention processes.

Dec 1994 - Oct 2007

Manager/Director, Participant Communications

The 401(K) Company
  • Director, Participant Communications - Marketed and interpreted plan features and service enhancements for new and existing clients, often meeting with key executives
  • Ongoing assessment of organizational needs and implementation of new offerings and procedures - Used developmental responsibilities for clients to provide communication statistics for ongoing consultation and.
Dec 1994 - Mar 1999
Team & coworkers

Colleagues at Ascensus

Other employees you can reach at ascensus.com. View company contacts for 2240 employees →

BS Brandi Sullivan Brandi Sullivan Colleague at AscensusBrainerd, Minnesota, United States, United States View → NG Nakina Gross Nakina Gross Colleague at AscensusRemer, Minnesota, United States, United States View → CA Cindy Albright Cindy Albright Colleague at AscensusFargo, North Dakota, United States, United States View → RK Ronald Kolodziej Ronald Kolodziej Colleague at AscensusIthaca, New York, United States, United States View → MB Meagan Barth Meagan Barth Colleague at AscensusWaterloo, Iowa, United States, United States View → KM Kachja Mistwalker Kachja Mistwalker Colleague at AscensusBrainerd, Minnesota, United States, United States View → DR Dan Rudy Dan Rudy Colleague at AscensusGreater Philadelphia, United States View → TD Thomas Delacy Thomas Delacy Colleague at AscensusColumbus, Ohio, United States, United States View → DS Deborah Shipman, Cis, Cip, Cisp, Chsp Deborah Shipman, Cis, Cip, Cisp, Chsp Colleague at AscensusGreater Madison Area, United States View → ST Sally Truong Sally Truong Colleague at AscensusKansas City, Missouri, United States, United States View →
1 education record

Steve Hale education

FAQ

Frequently asked questions about Steve Hale

Quick answers generated from the profile data available on this page.

What company does Steve Hale work for?

Steve Hale works for Ascensus.

What is Steve Hale's role at Ascensus?

Steve Hale is listed as Regional Vice President, at FuturePlan by Ascensus at Ascensus.

What is Steve Hale's email address?

AeroLeads has found 4 work email signals at @gulfcopper.com for Steve Hale at Ascensus.

Where is Steve Hale based?

Steve Hale is based in Austin, Texas Metropolitan Area, United States while working with Ascensus.

What companies has Steve Hale worked for?

Steve Hale has worked for Ascensus, Administrative Fiduciary Services Inc., Nova 401(K) Associates, Nextstep Defined Contribution, Inc., and Charles Schwab.

Who are Steve Hale's colleagues at Ascensus?

Steve Hale's colleagues at Ascensus include Brandi Sullivan, Nakina Gross, Cindy Albright, Ronald Kolodziej, and Meagan Barth.

How can I contact Steve Hale?

You can use AeroLeads to view verified contact signals for Steve Hale at Ascensus, including work email, phone, and LinkedIn data when available.

What schools did Steve Hale attend?

Steve Hale holds Bs, Business Administration & Accounting from Oklahoma State University.

What skills is Steve Hale known for?

Steve Hale is listed with skills including 401K, Retirement, Retirement Planning, Employee Benefits, Investments, Financial Services, Mutual Funds, and Strategy.

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