Easier Plan Administration Has Arrived
Explore the evolving Ascensus plan sponsor dashboard and see how new tools, guided prompts, and intelligent design help surface priorities and clarify next steps in an enhanced digital retirement experience.
Smarter Tools, Better Outcomes
Transform retirement planning with a modern, data-driven experience built for advisors and third-party administrators and the plan sponsors and participants they serve —strengthening collaboration, simplifying workflows, and delivering better outcomes for your clients and those saving for the future.
Explore Our Insights Hub
Browse articles, guides, and videos designed to help you maximize the impact of retirement technology.
The Right Message, In the Right Moment—How AI Personalization is Transforming Participant Engagement
Discover how AI personalization is shifting retirement communications from generic outreach to timely, behavior-driven messaging, and delivering more relevant experiences that improve participant understanding and engagement.
Dashboards to Decisions: Rethinking the Sponsor and Advisor User Experience
Retirement technology is about more than delivering information. In this episode of Tech.FWD, Ascensus leaders discuss how user research, thoughtful design, and clearer guidance help transform data into meaningful insights, actionable next steps, and more connected experiences for sponsors and advisors.
How Advisors Differentiate Themselves When Plan Sponsors Can See the Same Retirement Data
Learn how advisors can set themselves apart by moving beyond just reporting and help their cleints interpret retirement plan trends, connect data to business realities, and focus on what deserves their attention.
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What's Next?
The Ascensus engine is always running. Here are some experience improvements recently launched or coming soon:
SECURE 2.0 education and resources:
To help you stay ahead of Secure 2.0 requirements, we’re enhancing our plan sponsor education guides with updated details and clearer explanations. New versions will be available on the sponsor website soon.
Direct deposit when participants need it:
Qualified participants can now receive distribution payments faster, more securely, and with greater convenience via direct deposit (Automated Clearing House or 'ACH').
Making enrollment even easier:
Following the recent launch of simplified enrollment on the website and mobile app in 2025, streamlined enrollment guides to make joining the plan even easier are coming soon.
Not all enhancements apply to all plan types and plan designs. Timing may vary for select groups of plans.
Get a deep dive into our retirement plan digital experience.
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