Welcome to Ascensus. We're glad to serve you.

Thank you for entrusting your plan to Ascensus. For more than 40 years, we’ve served businesses like yours to help employees prepare for a more secure retirement.

Independence is central to what we believe.

Our independence means we’re completely unbiased in everything we do for your plan. You can count on flexibility and choice that includes:

  • Tailored services

    Have freedom to choose the services that best suit your business’ specific needs and objectives.

  • Investment open architecture

    Work with your retirement plan advisor to choose investments without restrictions or requirements.

  • Personalized wellness

    Give access to personalized investing options and financial wellness capabilities.
Watch our Independence video

Driving better outcomes is central to what we do.

Our purpose is to help people save for what matters – including helping your employees achieve better retirement outcomes.

READYSAVETM App

Supports better decision-making for better retirement outcomes

Financial Wellness

Builds financial confidence across all facets of savings, budgeting, and retirement

Managed Accounts

Improve retirement readiness with personalized investment strategies

Learn more about benefits for your employees

Our sole focus is on recordkeeping and serving retirement plans.

That’s how we’ve grown to become an industry leader with deep retirement expertise.

  • Nation's largest independent recordkeeper1

  • 2019 Retirement Leader of the Year2

  • 72 Best in Class Awards

    medaling in every possible category3

$393.4 billion

in retirement, education, and healthcare savings assets under administration4

3.8+ million

retirement plan participants served4

114+ thousand

retirement plans

1Cerulli Associates. The Cerulli Report: U.S. Retirement Markets 2019. March 2020.
2Fund Intelligence. Fund Intelligence Mutual Fund Industry Awards. April 2019.
3PLANSPONSOR. 2020 Defined Contribution Survey. January 2021.
4As of March 31, 2021.

What's next?

Through the next several months, we'll share more information about key milestones for your transition.

For a timeline and additional details, visit the transition page.