Helping millions save for a better future
We deliver better outcomes—for our partners, their clients, and savers—through our expertise and purpose-built technology.
Our Story
Everyone deserves to feel financially secure. We help people get there by partnering with financial institutions, governments, advisors, and employers to offer tax advantaged savings plans. Our partners trust us to enable them to deliver innovative solutions that help people save for a better future.
Ascensus is the largest independent recordkeeping services partner, third-party administrator, and government savings facilitator in the United States.1 We're also one of the savings plan industry's leading providers of outsourced services.
1Cerulli Associates. The Cerulli Report: U.S. Retirement Markets 2023. December 2023.
A legacy of strength, scale, and service
With decades of experience, a powerful platform, and a dedicated team, Ascensus delivers the scale and reliability financial professionals can count on. Here’s a snapshot of the impact we’re making together.
40+
years of experience
862+ billion
total assets under administration2
Nearly 16 million
people saving for the future on our platform2
5100
dedicated associates on our team2
2As of 3/31/2025
Our people make the difference
At the heart of everything we do is a team of passionate, knowledgeable, and purpose-driven professionals. Our associates collaborate across disciplines, innovate with intention, and deliver service that goes beyond expectations, fueling our mission and shaping the future of savings for millions.
What drives us
Our core values are fundamental to how we build relationships with our clients and each other. They serve as our compass every day.
People matter
Treating individuals with respect and appreciation on a personal level shows people matter. We’re trained to see any question or solution through the eyes of our clients. By putting the focus on people, we’ve created a culture that operates with transparency, welcomes diversity, and encourages social responsibility.
Quality first
We believe that there's no substitution for diligent preparation, thorough quality control, and a continued commitment to excellence. From the dedicated service our associates provide to the technology and tools we offer, delivering a quality experience is our number one goal.
Integrity always
Here, we hold our associates to the highest ethical standards. We aim to earn and build trust with our clients and partners by delivering on our promises. We believe that doing what’s right, every time, ensures fair results.