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Ascensus is the largest independent retirement and college savings services provider in the United States, helping 6 million Americans save for the future. With more than 30 years of experience, the firm partners with financial institutions to offer tailored solutions that meet the needs of financial professionals, employers, and individuals. Ascensus specializes in recordkeeping, administrative, and program management services, supporting over 43,000 retirement plans and 2.8 million 529 college savings accounts. It also administers more than 1.5 million IRAs and health savings accounts.

 

Core Capabilities  

  • Retirement Services – 401(k), 457, Defined Benefit and IRA administration
  • College Savings – 529 plans
  • Health Savings Accounts (HSAs)
  • ERISA consulting
  • Compliance support
  • Trust services
  • Multilingual education and services including document translation
  • Training
  • Documentation and forms

 

Solutions are offered with open architecture investment capabilities tailored to the needs of institutional partners, third party administrators, financial advisors, plan sponsors, and participants.

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