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.

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.

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

1Cerulli Associates. The Cerulli Report: U.S. Retirement Markets 2023. December 2023.
2PLANSPONSOR. 2023 Defined Contribution (DC) Survey. February 2024.
3As of September 30, 2024.

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.

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