Our Innovations
Deliver more value with less complexity. Our relentless commitment to client experience makes managing the full lifecycle of the plan frictionless. Explore the latest tools and enhancements designed to simplify your day-to-day and elevate your impact.
2025 enhancements to simplify and scale your practice
Ascensus’ latest innovations and advancements for advisors
Optimizing your plan management
Access a comprehensive book of business toolset within Your Plan View, featuring a dashboard with more data points and resources, along with quick links to key information. Utilize the Investment Change Manager for bulk updates across multiple plans, streamlining processes and enhancing efficiency.
Resources to evaluate plan providers
Enhance your client relationships and boost their confidence in retirement planning with curated resources designed to help them understand the diverse offerings of retirement plan providers—ensuring they make well-informed plan decisions.
Comprehensive prospecting toolkit
Maximize your outreach and drive results with ready-made resources for a 2-month marketing campaign. Whether you’re targeting existing plan sponsors or those without a plan, our tools can help you effectively connect with your target audience to achieve your goals.
Timely insights
Gain a comprehensive view of competitive rewards programs, including compensation, retirement, and employee health and welfare benefits with the Compensation, Retirement, and Benefits Trends Report. The 2024/2025 edition features insights from nearly 800 organizations across industries, geographies, and sizes.
Enhanced SECURE 2.0 calculator
Help clients maximize their savings by exploring the tax credits available when they sponsor a qualifying retirement plan. In addition to first-year credits, the start-up credit and auto-enrollment credit may be available for an additional two years, and the employer contribution credit may be available for an additional four years.
Simplified onboarding through a digital-first approach
Easily track your clients’ progress in real-time during the onboarding process—making it more convenient to monitor and expediate setup while ensuring a smooth experience for your clients.
Shaping the future
We recently launched the Client Effort Score, which gives clients the opportunity to provide direct, immediate feedback within certain workflows. The result: clear and quick identification of areas for improvement, as well as usability insights to inform future experiences. We appreciate the high engagement so far!
2024 Retirement Leader of the Year
2024 With Intelligence Mutual Fund & ETF Awards
Ascensus’ latest innovations and advancements for plan sponsors
Robust administrative capabilities
Empower your clients with the ability to view, edit, and add plan contacts, including identification of their role. This enhanced functionality enables better direct communication and streamlines plan management.
Digital-first onboarding approach
Reduce onboarding time and enhance the client experience with a real-time view of plan status throughout the process until the plan goes live.
Accelerated enhancements
We recently launched the Client Effort Score. Some plan sponsors will have the opportunity to provide direct, immediate feedback within certain workflows (such as payroll). The result – clear and quick identification of areas for improvement as well as usability insights to inform future experiences. We appreciate the high engagement so far!
3(16) Administrative Fiduciary Services
Simplify compliance for clients with our comprehensive fiduciary services for fully bundled plans. We prepare and sign the Form 5500, delivering a truly seamless client experience.
Streamlined communications and flexibility
Equip clients with the flexibility they need to achieve their plan goals with enhanced, targeted transactional and operational communications, along with improved plan capabilities and design features.
Year-end reporting enhancements
Elevate the client year-end experience with new capabilities such as a digital tool for calculating annual employer contributions, a streamlined Form 5500 process, improved compliance testing, and clear category eligibility.
Enriched payroll experience
Enhance your clients' payroll experience with proactive, instant validation and feedback, improving first-time accuracy and timely funding. In addition, more payroll integration options are available for greater flexibility and efficiency.
Auto-enroll into Roth
Provide additional value in turning on the benefits of auto-enrollment to clients with the capability to direct auto-enrollment contributions to Roth retirement accounts.
2024 Retirement Leader of the Year
2024 With Intelligence Mutual Fund & ETF Awards
Ascensus’ latest innovations and advancements for participants
Simplified, comprehensive dashboard
View total savings in a comprehensive view, including balances, future savings per month, pending transactions, and quick links to common activities all in one place. Access all of your employer-sponsored plans - including nonqualified plans - directly from your dashboard.
Boosting enrollment and savings with campaigns and reenrollment
Drive stronger enrollment and increased savings rates with our new, timely, personalized campaigns and reenrollment capabilities—designed to help more savers stay on track to meet their financial goals.
Streamlined transactions
Make the savings experience faster and more efficient by replacing paper or manual forms with online, automated transactions—enabling savers to quickly submit requests and easily manage their plan.
Powerful digital tools and experiences
Enhance your advisory services with new digital tools and engaging experiences for savers. These tools encourage them to start sooner, take control of their financial wellness, and achieve better outcomes for the future.
More functionality on the go
Empower your savers with the READYSAVETM mobile app and single sign-on, providing them with an integrated financial wellness experience through Financial Finesse. They’ll benefit from enhanced retirement modeling within My Forecast, the ability to make investment and deferral changes right through the app, and a comprehensive multi-plan view.
2024 Retirement Leader of the Year
2024 With Intelligence Mutual Fund & ETF Awards
Ascensus’ latest innovations and advancements for TPAs
Simplified onboarding through a digital-first approach
Easily track your clients' progress in real time during the onboarding process—making it more convenient to monitor and expediate setup while ensuring a smooth experience for your clients. Coming soon for 401(k) and other products.
Optimizing your plan management
Access a comprehensive book of business toolset within Your Plan View, featuring a dashboard with more data points and resources, along with quick links to key information. Utilize the Investment Change Manager for bulk updates across multiple plans, streamlining processes and enhancing efficiency.
Streamlined SECURE 2.0 updates
Stay up to date with the latest regulatory changes through our Secure 2.0 resources, which provide timely updates and comprehensive information. Access a range of sharable resources designed to support and engage both clients and prospects, enhancing your service delivery and outreach.
Enhanced TPA marketing strategies
Leverage our ready-made one-month marketing campaign to engage advisors and prospects. This plan helps you demonstrate the value you bring to supporting retirement plans.
2024 Retirement Leader of the Year
2024 With Intelligence Mutual Fund & ETF Awards
Recent enhancements to power success
Check out the notable innovations and enhancements we delivered in 2024 for you, your clients, and their savers.
15+ million savers
Serving more than 15 million savers and more than 250,000 retirement plans
30+ industry awards
Honored with more than 30 industry awards for excellence
Product and service availability can depend on plan type and/or approval with your firm