Ascensus Profile

Ascensus, an industry-leading provider of retirement services, providing plan administration services to more than 18,000 retirement plans and supporting approximately 1.5 million participants. Ascensus also supports approximately 400,000 employers and four million IRA holders with ERISA documents and various ancillary support services, as well as trains over 12,000 industry professionals annually.

Financial services and investment management companies are efficiently supporting retirement plan sponsors, participants and IRA holders; increasing sales; and managing plan-related costs with Ascensus’ technology-based solutions. These customized, turnkey services include prototype plan design and maintenance, plan administration, forms and documents, customized marketing and sales support, reference resources, training and development, and web-based planning tools and content.

Using the proprietary products offered by Ascensus’ mutual fund administration clients as the investment vehicles for 401(k) plans, Ascensus creates a strategic opportunity for its mutual fund clients to increase assets under management. Operating exclusively as a business partner with financial organizations — not as a money manager — Ascensus is the industry’s leading full-service outsourcer, offering one of today’s most comprehensive and price-competitive arrays of integrated services.

Sophisticated technology, comprehensive sales and marketing support, and high quality record keeping strategically focused on the fastest growing segment of the 401(k) industry have resulted in Ascensus’ consistent industry leadership.