Small Business Owners: What’s Your Retirement Plan?
Compare small business retirement plans, understand potential tax advantages, and find a solution that helps build a more secure future for you and your employees.
Start saving for the life you want
Join your plan with confidence and start saving for retirement, education, or disability expenses. We make it easy to manage and access your savings when you need them.
Easy plan enrollment and account management
Personalized retirement savings forecasting
AI-powered financial wellness coaching
Everyone deserves a financially secure future. That’s why we’re helping millions of people save for a better future.
With Ascensus, you and your advisor have the freedom to design a plan that will work for your unique business and employees—both today and as the business evolves and grows. Whichever path you choose, our experts will be here to support you with industry expertise and exceptional service, every step of the way.
Clients are rethinking benefits. Advisors should be, too.
Grow your practice and ease clients’ administrative burden with scalable retirement plan solutions, streamlined participant experiences, and tools to help you deliver measurable value.
Helping grow your book of business
Strengthen your value to advisors with expert plan support, operational efficiency, and tools that help you scale your business and stand out in the retirement space.
We are dedicated to helping you establish and manage your clients' plans with unparalleled choices, industry-leading expertise, and exceptional service. You benefit from our commitment to understanding the challenges you face in today’s complex world.
Banks, Credit Unions, & Financial Institutions - We make it easy for you.
Enhance your offering with retirement plan services that simplify administration, education, and compliance, and strategic technology partnerships that enhance your operating model.
We deliver solutions that make a difference to your IRA and HSA programs—helping you maintain compliance and increase efficiency. Our traditional and technology-based solutions give you what you need to succeed.
Saving plans for the people
Help residents save for life’s expenses with flexible, state-sponsored retirement and college savings programs designed to support long-term outcomes.
Our platform's open architecture allows the flexibility to partner with multiple leading investment managers. This allows us to recommend a range of options that can be tailored to the specific plan's objectives and channels.
Start saving for the life you want
Join your plan with confidence and start saving for retirement, education, or disability expenses. We make it easy to manage and access your savings when you need them.
Easy plan enrollment and account management
Personalized retirement savings forecasting
AI-powered financial wellness coaching
Everyone deserves a financially secure future. That’s why we’re helping millions of people save for a better future.
With Ascensus, you and your advisor have the freedom to design a plan that will work for your unique business and employees—both today and as the business evolves and grows. Whichever path you choose, our experts will be here to support you with industry expertise and exceptional service, every step of the way.
Clients are rethinking benefits. Advisors should be, too.
Grow your practice and ease clients’ administrative burden with scalable retirement plan solutions, streamlined participant experiences, and tools to help you deliver measurable value.
Helping grow your book of business
Strengthen your value to advisors with expert plan support, operational efficiency, and tools that help you scale your business and stand out in the retirement space.
We are dedicated to helping you establish and manage your clients' plans with unparalleled choices, industry-leading expertise, and exceptional service. You benefit from our commitment to understanding the challenges you face in today’s complex world.
Banks, Credit Unions, & Financial Institutions - We make it easy for you.
Enhance your offering with retirement plan services that simplify administration, education, and compliance, and strategic technology partnerships that enhance your operating model.
We deliver solutions that make a difference to your IRA and HSA programs—helping you maintain compliance and increase efficiency. Our traditional and technology-based solutions give you what you need to succeed.
Saving plans for the people
Help residents save for life’s expenses with flexible, state-sponsored retirement and college savings programs designed to support long-term outcomes.
Our platform's open architecture allows the flexibility to partner with multiple leading investment managers. This allows us to recommend a range of options that can be tailored to the specific plan's objectives and channels.
Featured Resources
National 401(k) Day: Take a Step Toward a Stronger Retirement Future
Explore resources designed to help you build healthy savings habits, improve retirement readiness, and stay on track toward your financial goals.
Back-to-School is Here. Start Planning for What's Next.
Learn how 529 plans can help your family prepare for future education costs while taking advantage of tax-advantaged savings opportunities.
Not Sure Which Type of 401(k) Fits Your Business?
Compare 401(k) plan options, understand eligibility requirements, and evaluate key features to help you find a 401(k) that fits your business needs.
Smarter digital tools. Better savings outcomes.
The retirement savings journey simplified for savers.
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.
Experience the Ascensus difference
For more than 45 years, we’ve helped 16+ million savers and the advisors and institutions who serve them through our unique approach.1
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.
1Ascensus data as of 6/30/2026