Managing plans shouldn’t mean compromising your independence or relying on outdated systems. Advisors need flexibility, transparency, and technology that actually works.
Because we are independent and don’t rely on the sale of downstream products to be profitable, we're able to focus on designing and managing plans in the best interests of your clients and their employees—delivering flexible product lines, value-added capabilities, and complete solutions that support long-term success.
Empower clients and participants with on-the-go access to retirement planning with the READYSAVETM app, featuring enhanced forecasting and real-time transactions, and a comprehensive multi-plan view.
Help plan sponsors offload day-to-day plan oversight and reduce fiduciary risk with 3(16) Administrative Fiduciary Services, delivering expert support that’s tailored to your clients’ needs.
Deliver a solution with maximum investment flexibility, and a dedicated service model that simplifies plan management.
Our singular focus when it comes to offering and administering retirement plans: making it easy for your clients and their employees to do what they need to do.
For participants, that means simplicity along the potentially 40-year-long journey to retirement—from the way they learn about the plan, to join the plan, to manage the plan. to eventually draw down from the plan.
See the participant experience for yourself.
Want to gain access to full demo so you can explore? Complete the form.
Blending technology and human expertise so your clients feel confident and secure
Our culture of service excellence blends technology and human expertise to make retirement planning seamless and secure.
By curating a best-in-class solution for small to mid-sized markets, we integrate proprietary expertise with carefully curated partner solutions, ensuring the highest standards of information security. We use Artificial Intelligence to improve the client experience, enabling individuals to focus on consultative engagements. Armed with data-driven insights, our specialists excel in identifying and addressing plan opportunities.
Clients are satisfied.
Clients are loyal.
Clients recommend us.
Engage Clients · Digital Experience & Technology · Podcast
As retirement plan compliance grows more complex, advisors are turning to technology to reduce risk and streamline processes. Hear how Ascensus experts are leading the way in our latest TechFWD podcast episode.
Engage Clients · Digital Experience & Technology · Video
Artificial intelligence is reshaping retirement plan administration by improving data accuracy, streamlining operations, and delivering better outcomes for savers. In this video, Ascensus Executive Chairman David Musto shares how predictive analytics and intelligent automation are changing how retirement plans are designed, managed, and delivered.
Engage Clients · Digital Experience & Technology · Article
Technology developed in a vacuum rarely works in the retirement space.
Real progress happens when the people who use the tools — advisors, sponsors, and participants — shape them. That’s why Ascensus’ development approach and post launch assessment begin not with features, but with your feedback.
Engage Clients · Relationship management · Article
Learn more about this year’s SECURE 2.0 changes and how to use them to differentiate your practice and deliver better client outcomes.
Even as we settle into a new year, the retirement planning landscape continues to shift in response to a changing regulatory and policy environment, market volatility, inflation pressures, and numerous other factors. These changes can bring more complexity—and more opportunities—for advisors and their clients. And while advisors can’t control the markets or changing demographics, they can understand and navigate policy shifts in a way that helps drive the best possible outcomes for their clients.
The first step toward leveraging these policy shifts is understanding what’s changed. Enhanced contribution limits, a Roth-only catch-up requirement, evolving withdrawal strategies, and expanded incentives for small businesses are all redefining how advisors can support clients through this tax season and beyond.
Looking to grow your practice or explore how our solutions can support your clients? Request a proposal, schedule a demo, or simply start the conversation by completing the form, and our team will be in touch.
