Institutional partners

Don’t just keep up. Get ahead.

Transformational changes in technology, regulations, and customer expectations make it challenging for retirement services providers to keep up, let alone get ahead. Yet when optimized, retirement plans are still a cost-effective growth channel.

Asset managers, banks, insurers, distributors, and state governments trust Ascensus to deliver stability, profitable growth, and innovation through technology-enabled outsourcing.

Leverage strategic partnership to unlock retirement plan value.

Retirement services providers increasingly are turning to tech-enabled, strategic growth partnerships as the preferred way to drive growth and maximize business value.

Read these Ascensus Insights to learn more:

Rethinking Outsourcing: The Value of Tech-Enabled, Strategic Growth Partnerships.
Examine key benefits of partnering and potential paths forward for institutions re-evaluating their plan strategy and delivery model.

Outsourcing: Getting to Go/No-Go
Discover key questions to ask within your organization and learn what to look for in a true strategic partner so you can move forward with confidence.

Ascensus is a growth enabler

Partnering with us lets you keep your firm’s highest value drivers, while entrusting other services and capabilities to an industry leader.

Whether you want to modernize critical service and administration functions that aren’t core to your business, or influence savings behavior and outcomes, our expertise will help you get there. We’ll deliver greater efficiency, accuracy, and security to those you serve—at low costs—so you can compete—and win.

Ascensus is the independent partner of choice.

With some partnerships dating back 20+ years, our partners trust us to steward their brand and help them achieve their strategic business objectives.

  • Free up capital to reinvest in other priorities

  • Leverage technology innovation that saves the cost, time, and risk of maintaining it in-house

  • Deliver industry-leading retirement plan solutions, expertise, and service
  • Focus on core strengths and value drivers

  • Quickly expand the reach of your solutions through our open-architecture platform and nationwide distribution networks

  • Enhance client and saver experiences to drive behavior and better outcomes

Achieve your goals, your way.

Choose the right solution for your firm’s unique challenges, opportunities, and business model from our flexible options.

Entrust us with all operations, services, and/or distribution for your retirement business line so you can redeploy resources to your firm’s strategic priorities.

Keep the experience and customer relationship under your brand, if desired, while we work behind the scenes to deliver world-class service and the highest quality at low cost.

Read a full outsourcing case study

Similar to full outsourcing, yet you keep more control of the customer experience.

Delegate to us the critical processes or capabilities that would be better delivered through our technology-enabled services and backed by expert support.

Read a selective outsourcing case study

Wherever your business is headed next, we'll help you get there.

Achieve more together:

DCIO Alliance Partner Program