Retirement

We've got plans to help you save for retirement. Whether your needs are simple or complex, we have the right solution for you.

A range of retirement solutions

As the largest retirement plan recordkeeping and services provider*, we offer retirement plans through partnerships with top financial institutions, banks, credit unions, and advisors. Working with advisors, we help thousands of organizations, from recently conceived startups to well-established brands, offer retirement plans to their employees at a low cost to make saving for retirement more manageable.

* Cerulli Associates. The Cerulli Report: U.S. Retirement Markets 2020. March 2021.

Qualified Retirement Plans

At Ascensus, we specialize in helping clients select the defined benefit or defined contribution plan that will help their employees achieve the retirement savings they'll need down the road. As a leader in the retirement plan provider space, our experts have options to help meet your business needs.

IRA Products & Solutions

We have more than 40 years of expertise providing comprehensive IRA services and solutions. Whether it's IRA administration, documents, education, consulting, or anything in between, we have everything you need to keep your IRA program up-to-date and thriving.

FuturePlan by Ascensus

We've brought together more than 30 leading third-party administrators (TPAs) from across the nation to become one dedicated organization in FuturePlan. Our national model preserves local TPA relationships, expertise, and entrepreneurial ingenuity—all backed by the strength and security of Ascensus.

Trust & Custody Services

Our comprehensive trust and custodial services provide an integrated solution to increase efficiency in managing plans and assets. With more than three decades of industry experience, Ascensus Trust understands what it takes for your business to succeed in today’s marketplace.