Fueling TPA Growth & Excellence
Gain access to the integrated tools, specialized guidance, and forward‑thinking resources that streamline retirement plan administration and recordkeeping for third-party administrators, that strengthen relationships and help your business deliver consistent, high‑quality results.
The latest retirement advancements for third-party administrators
Our platform equips TPAs with innovative technology and resources to streamline workflows, enhance client service, and position your business for growth.
Real-Time Onboarding Progress
Track your clients’ onboarding journey with our digital model that provides real-time updates, making it easier to monitor and expedite plan setup while ensuring a seamless experience.
Comprehensive Plan Dashboard
Access Your Plan View, featuring a data-rich toolkit, quick links to key information, and resources like forms, year-end guides, and product support to efficiently manage your book of business.
Enhanced TPA Marketing
Leverage our ready-made TPA marketing guide to engage advisors and prospects, showcasing the value you bring to retirement plan support and administration.
Delivering high‑impact results for TPAs
Your clients seek reliable, seamless, and confidently compliant retirement plan management. Our technology helps advisors deliver that standard for TPAs, and the plan sponsors and participants they serve through insight, efficiency, and continuous innovation.
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.
Insights & resources for a thriving TPA practice
Explore resources, tools, and articles that help you resolve challenges faster, support retirement clients more effectively, and elevate the impact of your third-party administrative services.
On your radar
Plan management optimized for TPAs
Gain deeper visibility into your entire book of business with expanded TPAspecific tools in Your Plan View. Access richer data insights, quickly navigate to essential plan details, and utilize dedicated TPA Resources—including forms, support materials, and yearend guidance—to manage your workflow with greater efficiency and confidence.
Streamlined SECURE 2.0 updates
Stay proactive—not reactive—with a continuously refreshed library of SECURE 2.0 guidance created specifically for TPAs. From detailed regulatory breakdowns to readytoshare client materials, you’ll have the insight and communication tools you need to support plans effectively and drive informed decisionmaking across your relationships.
Not all enhancements apply to all plan types and plan designs. Timing may vary for select groups of plans.
Set a New Standard for TPA Retirement Services
Please complete the form and our team will be in touch to set up a demo for you and your client.