Helping millions save for a better future.
We deliver better outcomes—for our partners, their clients, and savers—through our expertise and purpose-built technology.
Our story
Everyone deserves to feel financially secure. We help people get there by partnering with financial institutions, governments, advisors, and employers to offer tax advantaged savings plans. Our partners trust us to enable them to deliver innovative solutions that help people save for a better future.
Ascensus is the largest independent recordkeeping services partner, third-party administrator, and government savings facilitator in the United States.1 We're also one of the savings plan industry's leading providers of outsourced services.
1Cerulli Associates. The Cerulli Report: U.S. Retirement Markets 2023. December 2023.
40+
Years of experience
863+ billion
total assets under administration2
15+ million
people saving for the future on our platform2
5400+
Dedicated associates on our team2
2As of 12/31/2024
What we do
Our culture is grounded in values that underscore our commitment to our clients. Whether we’re partnering with a leading financial institution, a state treasurer’s office, a large corporation, or a small business, those we serve are always at the center of everything we do.
How we provide value
Technology
Our purpose-built technology drives service and operational excellence. Platforms are designed to deliver flexibility, scalability, security, and cost-efficiency.
Expertise
Ascensus' market insights and business knowledge—along with our administrative and operational expertise—enhance the growth and success of our partners and their clients.
Partnership
We apply our versatile capabilities, insights, and technology to tailor what we deliver based on partner and client needs. Our success is measured by the success of those we serve.
Best-in-Class
39 PLANSPONSOR Best in Class Awards3
Retirement Leader
Winner of the 2024 Retirement Leader of the Year in the With Intelligence Mutual Fund & ETF Awards4
Leading 529 Plan Recordkeeper
#1 in assets under management as ranked by Institutional Shareholder Services in 20255
Top Advisor Choice
Winner in the recordkeeping category in the 2024 PLANADVISER Retirement Plan Advisor Survey6
National Quality Review’s (NQR) 5-Star Quality Rating
This honor has been earned for service quality in the last 36 quarters7
3 PLANSPONSOR 2023 Defined Contribution Survey. February 2025.
4With Intelligence. With Intelligence Mutual Fund & ETF Awards. June 2024.
5Institutional Shareholder Services (ISS). 529 College Savings Quarterly Data Update: Q4 2024. January 2025.
6 PLANADVISER. 2024 Retirement Plan Adviser Survey. March 2024.
7 National Quality Review. Quarterly Quality Rating. January 2025.
