Ascensus Insights

Case Studies

Full-Service Outsourcing

Small-Plan Partnership Drives Decade of Growth for a Leading Global Asset Manager

Long-term partner achieves success thanks to Ascensus' proprietary tech platform, leading small-market capabilities, and brand stewardship.

Selective Outsourcing

Small Plan Expertise Helps Close a Big Deal

Ascensus helps a top global investment bank expand an important partnership.

Retirement service business divestiture

Leading Financial Services Firm Divests Retirement Business in Accelerated Timeframe

Partner protects their brand, monetizes a non-core asset, and regains focus on core business.

We're built for this

Ascensus is the independent partner of choice.

Brand stewardship

upholds our partners'
reputational standing

Expanded reach

powers transformational

Modern, purpose-built technology platforms

integrate with clients,
partners, and savers

Powerful partnership models

offer the flexibility to lead from the front, beside, or behind

Leading financial institutions rely on Ascensus to improve efficiencies, deliver value, expand distribution, and improve outcomes. Agile, “always-on” technology innovation, deep retirement plan administration expertise, and flexible service models enable partners to focus on their highest value drivers and realize strategic revenue with speed and an uncompromising commitment to quality.

For more information on institutional outsourcing opportunities with Ascensus, please visit or email