Powering retirement savings
Ascensus powers retirement savings so more savers save more and is uniquely situated to: ease the administrative burden of offering and running a retirement plan for sponsors; simplify the retirement journey for participants; and help you scale and grow your businesses.
Strategic alignment that drives real impact
With over 40 years of experience and a focus on small to mid-size retirement plans, Ascensus delivers the reach and reliability to support both your clients and your growth. Our solutions are built to align with your goals, helping you scale confidently while driving meaningful, measurable outcomes.
Nearly 16 million
People saving for a better today and tomorrow1
260,000+
Retirement plans administered1
$862+ billion
In assets under administration1
75+
ERISA experts on staff
Intuitive experiences designed for simplicity
Our singular focus when it comes to offering and administering retirement plans: making it easy for your clients and their employees to do what they need to do. View the chart below for an overview of our current experiences and future enhancements.
For You
A holistic view of your Ascensus business
To manage the investments in your plans digitally
Digital experience provides everything you need to educate and communicate to clients and prospects and build your professional brand.
Provides you with an enhanced service model, product offering, and consultative approach to grow your business.
For Plan Sponsors
Including how they establish the plan, the way they fund the plan, to the way they manage their annual plan requirements
Clients give us north of 4 on a 5-point scale when measuring how easy it was to accomplish what was needed.
Support for all required annual testing and reporting with upwards of 90% of plans run straight through process of compliance engine
Digital and fully integrated onboarding experience that guides the user through the onboarding process with full transparency and real time progress alerts along the way.
For Participants
Join the plan in a few clicks
Tools to help optimize savings behavior including those that will stop a saver from making bad decisions
Solution to help meet savers where they are with their broader financial questions or concerns
Streamlined mobile app enrollment experience Enhanced dashboard for participants to manage the plan Guided digital experience for loans and distributions including the ability to receive proceeds via ACH.
Technology-fueled service with industry-recognized results
Our blend of innovative technology and expert support continues to earn recognition across the retirement and education savings industries:
2025 PLANADVISOR Advisor Choice Awards
Winner in the recordkeeping category1
Leading 529 Plan Recordkeeper
#1 529 savings plan recordkeeper in assets under management with 51% of 529 market share2
Top 10 JD Power Retirement Plan Digital Experience
Recognized for customer satisfaction in retirement plan services
Why Ascensus
Alignment
We sit on the same side of the table with you, so you have the autonomy to design and manage your clients' plans in their and their employees best interests, and grow your business.
Intuitive experience
We make managing the full lifecycle of the plan frictionless because of our relentless commitment to client experience.
Technology-fueled service
As stewards of your business, we blend technology with human expertise to provide the highest levels of service, so you and your clients feel confident and secure.
1Source: Ascensus data as of March 31, 2025
2Source: PLANADVISER. 2024 Retirement Plan Adviser Survey. March 2025. https://www.planadviser.com/awards/2025-adviser-choice-awards
3Source: Institutional Shareholder Services (ISS). 529 College Savings Quarterly Data Update: First Quarter 2025. April 2025.
4Source: JD Power 2024 U.S. Retirement Plan Digital Experience Study. September 2024. https://www.jdpower.com/business/press-releases/2024-us-retirement-plan-digital-experience-stud