Through Ascensus Trust, we offer comprehensive trust and custodial services that provide an integrated solution to simplify and increase efficiency in managing your plan and its assets.
  • One source for data submission
  • Streamlined system for payroll reconciliation
  • Consolidated  contribution and distribution services
  • Single point of contact for retirement plan and trust services
Our technology provides the key components for a plan’s trust and custody needs.
  • Form 1099-R processing
  • Limited-scope audit support for plans with more than 100 participants
  • Daily account reconciliation
  • Tax withholding and filing 

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People Matter. Quality First. Integrity Always.®