Ascensus 401(k) Retirement Solution
Streamline retirement plan administration and deliver tailored investment options with a 401(k) platform designed to grow your advisory business.
The Ascensus 401(k) retirement solution helps you scale efficiently while deepening client trust and driving long-term value in the small to mid-sized market.
An experience informed by insights
Offer your clients an experience where usability tracking and client effort scores inform our prioritization of new and improved experiences to make it easy for them and their employees to do what they need to do.
An adaptable, advisor-supported retirement plan
Design retirement solutions that fit every client—with open architecture, expert support, and scalable tools to help you enhance your advisory service offerings.
| Key Features | |
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Choice of Full-Service or TPA plan management |
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Access to 10,000+ funds with zero proprietary fund requirements |
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Managed account options to support scalable growth |
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Reduced administrative burden with 3(16) administrative fiduciary services |
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Over 200 integrated payroll partners for streamlined operations |
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Built-in Financial Wellness education for participant engagement |
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In-person and virtual enrollment meetings to drive participation |
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Automatic enrollment and increase to align with SECURE 2.0 |
Easy-to-use, tech-enabled experiences delivering excellence for millions
260,000+
Retirement plans administered1
$862+ billion
In assets under administration1
Nearly 16 million
People we’re helping save for a better future1
1Ascensus data as of March 31, 2025
Why Ascensus
Alignment with you
We sit on the same side of the table with you, so you have the autonomy to design and manage clients’ plans and grow your business with confidence.
Intuitive experiences
We make managing the full lifecycle of the plan frictionless, with a relentless commitment to client experience that makes it easy for clients and their employees to do what they need to do.
Technology-fueled service
We blend technology with human expertise to provide the highest level of service, so you and your clients feel confident and secure.
Demonstrate plan value with online pricing calculator
Quickly estimate potential 401(k) plan costs to help guide your client conversations.
