About Ascensus

Largest independent service provider

Ascensus is the largest independent retirement and college savings services provider in the United States, helping over 12 million Americans save for the future. With 40 years of experience, the firm partners with financial institutions to offer tailored solutions that meet the needs of financial professionals, employers, and individuals.
 
Ascensus specializes in recordkeeping, administrative, and program management services, supporting over 114,400 retirement plans and over 6.2 million 529 college savings accounts. It also administers more than 1.4 million IRAs and 417,800 HSAs.
 
Our people
  • Leadership with a long-term vision and commitment to the industry
  • Senior executives averaging over 25 years in the retirement industry
  • 3,700+ highly-trained associates
  • One of the largest ERISA consulting practices in the U.S.
Our expertise
  • 40 years of industry experience
  • Over 114,400 plans and 3.2 million eligible participants1
  • Over $347.3 billion in assets under administration2
  • Over 6,400 enrollment meetings annually3
Core capabilities  
  • Plan administration and recordkeeping
  • ERISA consulting and documentation
  • Compliance support
  • Sales support
  • Trust and investment services
  • Multilingual participant education
  • Training
1As of 9/30/2020
2As of 9/30/2020 - includes retirement and college savings
3Based on 2019 numbers 
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