New survey insights reveal how financial-focused benefits are shaping employer priorities and where advisors can lead more impactful client conversations.
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.
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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
Today’s savers expect digital experiences that are clear, intuitive, and easy to act on—yet many retirement interactions still feel overly complex. In this episode of Tech.FWD, Ascensus leaders explore how simplifying the digital retirement experience can provide clarity and increase engagement without overwhelming participants.
Engage Clients · Participant education · Digital Experience & Technology · Article
In retirement planning, timing is everything—but generic messaging rarely delivers. And while early AI usage in the industry focused on operational efficiency, it’s now shifting from output to outcomes by using participant behavior to power more personalized participant communications that determine what to say, when to say it, and who needs to hear it. The result: a tailored approach where advisors and plan sponsors deliver timely, targeted, and AI assisted messaging that drives more meaningful engagement and better reflects the individuals their plans serve.
Engage Clients · Plan design & capabilities · Article
Participants want an easier way to stay connected to their retirement savings—but often lack clear visibility into the tools available to them. This client-ready flyer helps advisors introduce the READYSAVE® participant engagement app and show how savers can monitor progress and take action from their mobile device.
Use this resource to support participant conversations, reinforce plan value, and encourage mobile adoption—without having to explain the technology in detail.
Growth Strategies · Relationship management · Article
For financial advisors, practice growth often comes down to building the right relationships. One of the most valuable can be with a certified public accountant (CPA). Understanding the benefits of a CPA and financial advisor partnership can help advisors expand their reach, strengthen client relationships, and support more connected financial conversations—without changing the role either professional plays.
Below are six reasons many advisors choose to work with CPAs.
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.
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