Years of experience
We deliver better outcomes—for our partners, their clients, and savers—through our expertise and purpose-built technology.
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 what matters to them—retirement, education, and healthcare.
Ascensus is the largest independent recordkeeping services partner, third-party administrator, and government and health 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 2020. March 2021.
Years of experience
Total assets under administration2
people saving for the future on our platform2
Dedicated associates on our team2
2As of 3/31/2022
Ascensus supports qualified retirement plans and Individual Retirement Accounts (IRAs) through partnerships with top financial institutions, banks, credit unions, and advisors.
We administer the nation’s first state-facilitated retirement programs, leveraging our strong state relationships to offer employees who don't have access to a workplace retirement plan the opportunity to save for the future.
As the nation's leading provider of 529 plans, we help families and students save today to help finance the education expenses of tomorrow. We created and power Ugift, a free service that allows family and friends to give the gift of college savings.
We support a range of savings and spending accounts designed to help individuals plan for the future and prepare for healthcare needs. With healthcare reform continually taking shape, we've established business and technology partnerships that place us at the forefront of the health and benefits industry.
We partner with states across our nation to help families save for disability-related expenses without jeopardizing their eligibility for federal benefits. ABLE plans allow individuals with disabilities and their loved ones to save for the resources they need today and in the future.
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.
President and CEO
Our purpose-built technology drives service and operational excellence. Platforms are designed to deliver flexibility, scalability, security, and cost-efficiency.
Ascensus' market insights and business knowledge—along with our administrative and operational expertise—enhance the growth and success of our partners and their clients.
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.