Ascensus
We help more people save through partnerships with leading financial institutions and state governments.
Overview
Ascensus is a leading provider of retirement plan administration services, partnering with financial institutions, financial advisors, and state governments. They offer a wide range of retirement plan solutions, including 401(k)s, 403(b)s, and IRAs. Ascensus focuses on providing technology-driven solutions to simplify plan administration and enhance the participant experience.
✨ Key Features
- 401(k) and 403(b) plan administration
- SIMPLE and SEP IRAs
- Defined contribution and defined benefit plan services
- Payroll integration (180° and 360°)
- Compliance and regulatory support
- Fiduciary services
- Participant education and engagement tools
- Trust and custodial services
🎯 Key Differentiators
- Partnership-based distribution model, working with financial institutions and advisors.
- Strong focus on technology and automation for plan administration.
- Expertise in government-sponsored retirement plans.
Unique Value: Ascensus provides the technology and administrative backbone for a wide range of retirement savings plans, enabling financial institutions and advisors to offer competitive solutions to their clients.
🎯 Use Cases (3)
🏆 Alternatives
Ascensus's partnership model and focus on technology differentiate it from direct-to-employer providers, making it a key player in the B2B retirement services market.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Phone Support
- ✓ Dedicated Support (Available tier)
🔒 Compliance & Security
💰 Pricing
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