Financial Advisors

Support for your growth strategies

Deepen your client relationships, expand your influence, grow your practice—our partnership model puts you and your valued role as an advisor at the center of all we do. Ascensus has partnered with financial advisors to bring retirement solutions to millions of people for more than 40 years. Our broad range of retirement solutions and industry-leading expertise give you the freedom to build a plan you can offer to clients with confidence.


Retirement plans served, with a focus on helping Americans save for the future


Independent recordkeeper to offer a scalable, fee-based solution for financial professionals

$275+ billion

in retirement assets under administration

As of 06/30/2023

Independence is central to what we believe.

As an independent firm, we offer the freedom to design the retirement program that will work for each unique organization and its employees—today, and as the business evolves and grows. From full flexibility that maximizes choice, to a streamlined offering that's quick and easy to implement, your clients can build their plan, their way.

Freedom to choose

Select the plan type, services, and investments that best suit your client’s business and employees.

Predictable pricing

Get simple, transparent pricing with no ties to investment choices and no surprises—ever.

Expert partnership

Rely on our deep experience to help you, your clients, and their employees optimize every aspect of the plan—and its outcomes.

Grow and manage your business

Whether you’re a 401(k) specialist or manage a 401(k) plan as part of your client's overall portfolio, we’ve got ideas and resources to help you grow and manage your practice.

Become an Elite Advisor

Your expertise in retirement plans is worthy of recognition—and rewards. Our Elite Advisor program delivers an enhanced level of attention and service to help your retirement practice grow and thrive.

Explore retirement solutions

Let’s help more savers save more. Our broad range of tax-advantaged retirement plans delivers unparalleled choice and value to employers of every type and size.

Let us help you win.

Additional benefits for advisors

Ancillary business and referrals

Boost in client base

Fast growing business sector

Increased retirement assets

Timely topics to grow your business

Explore other key benefits for your clients and their employees:

Grow and manage your business