Offer Retirement Plan Solutions Today That Are Built for Tomorrow
Discover integrated retirement technology designed to help streamline workflows, reduce risk, and improve outcomes.
Gain Control, Clarity and a Competitive Edge
When clients have the right digital tools to simplify onboarding, submit payroll, ease compliance, and engage participants, advisor value goes up while time spent on plan management goes down.
Streamlined Payroll
Plan sponsors save time and reduce errors with flexible, automated payroll submission options that improve accuracy, ensure timely funding, and significantly reduce administrative workload.
Enhanced Compliance Support
Help plan sponsors manage fiduciary responsibilities with greater confidence. Automated tracking and simplified Form 5500 support reduce manual work, improve accuracy, and ease ongoing compliance.
Re-designed Plan Dashboard
A new dashboard with intelligent prompts will provide real time view of urgent and upcoming tasks and next steps in one centralized dashboard. (Coming in 2026)
Plan sponsor solutions – trusted by employers & built for success
Partnering with Ascensus lets advisors leverage innovative, powerful retirement solutions and advanced capabilities to help plan sponsors, third-party administrators—and the participants they serve—succeed with clarity and confidence.
16+ Million Savers
Ascensus is trusted by more than 16 million savers and over 260,000 plans.
2026 Retirement Leader of the Year
Honored with more than 30 industry awards for excellence.
Resources & insights to support your organization’s retirement goals
Access curated tools, guides, and insights designed to help plan sponsors streamline processes, enhance employee engagement, and achieve your retirement plan objectives.
On your radar
SECURE 2.0 education and resources
To help clients 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.
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.
Not all enhancements apply to all plan types and plan designs. Timing may vary for select groups of plans.
Lead your workforce into the future of retirement plan management
Please complete the form and our team will be in touch to set up a demo for you and your client.