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.
Guided compliance powered by intelligent automation
Turn compliance anxiety into compliance confidence with a clear, fast, self‑directed process that enables sponsors to quickly resolve issues on their own and be compliance-ready with speed and accuracy.
Re-designed Plan Dashboard
A new action-driven dashboard with intelligent prompts will provide a real-time view of priority tasks to simplify plan management workflows and navigation.
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
Enhanced Compliance Hub Experience
Navigate complex compliance activities with greater confidence through guided workflows, improved document access, and enhanced tools designed to simplify key administrative tasks and help reduce manual effort.
New Mega Backdoor Roth Capabilities
Help eligible employees unlock additional tax-advantaged retirement savings opportunities through a streamlined experience designed to make after-tax contributions and Roth conversions easier to manage.
Dashboard Intelligence and Guidance
Get the information you need to take action with confidence. A reimagined dashboard experience will surface priority tasks, key alerts, upcoming actions, and plan insights in one centralized view to help simplify plan administration.
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.