Powering Savings Plans Across America
We're here to help build lasting security - for today, tomorrow, and all of life's milestones.
Tax-Advantaged Savings
Check out the personalized solutions available to meet your needs – whether you are a bank or financial institution seeking administrative support or scalable growth, or an individual aiming to save more for retirement and education goals.
Featured Resources
Advisor Tools & Resources
Built exclusively for financial professionals, Advisor Central is your one-stop shop to deepen client relationships, grow your business, and streamline operations.
When to Start Saving for Retirement
Understand the impact of starting early and take the first step toward long-term financial security with simple, actionable guidance.
From Outdated to Upgraded: How to Rethink Retirement Plan Technology
Explore smarter ways to modernize retirement plan systems, without a full overhaul, to boost efficiency, reduce risk, and deliver better client outcomes.
Smarter digital tools. Better savings outcomes.
The retirement savings journey simplified for savers.
Comprehensive dashboard
View total savings in a comprehensive view, including balances, future savings per month, pending transactions, and quick links to common activities all in one place.
My Forecast
Adjust plan inputs to see how your savings align with your retirement income goals with My Forecast.
My employer plans
Access all of your employer-sponsored plans directly from your dashboard.
Explore more options
Discover additional savings opportunities, like adding a 529 education savings plan.
Technology-enabled financial wellness
Get personalized financial guidance from Aimee, the only AI-powered virtual financial coach backed by human planners with 25 years of live coaching experience.
Activity and actions
Track pending transactions, see activities in progress, and take the next step with quick links to common tasks.
Experience the Ascensus difference.
For more than 40 years, we’ve helped nearly 16M savers and the advisors and institutions who serve them through our unique approach.
Alignment with you
We sit on the same side of the table, focused on your success.
Intuitive experience
Enjoy a seamless savings experience for the full life-cycle of your journey
Technology-fueled service
We blend technology with human expertise so you feel confident and secure.
Ascensus has helped us keep all aspects of our 401(K) plan in order. This has included a proactive approach to reaching to ensure that we understand the various features and opportunities Ascensus offers to improve our plan and lessen our workload.
