Full-Service Recordkeeping and Plan Administration
Financial Advisor
Plan Sponsor
Plan Participant
Innovative Services for a Complex Market
Ascensus is the
largest, independent retirement plan recordkeeper for plans in all size
segments of the market. For some recordkeepers, servicing all plan sizes
requires a limited approach to achieve the required efficiencies. However, for
Ascensus, servicing all plan sizes provides an opportunity to leverage
trend-setting service capabilities that lead the marketplace.
For more than 20 years, Ascensus has evolved
strategically by keeping a close eye on developments and by delivering services
that help clients stay competitive: facilitating plan sales, gathering plan
assets and retaining participants for the long term.
Our ability to provide full-service retirement recordkeeping and administration
through customized solutions yields unprecedented flexibility, based on
specific client requirements. Our model allows us to fulfill the unique needs
of each and every client, as well as to strengthen clients’ internal resources.
This kind of investment in our clients allows Ascensus to produce an
ever-expanding range of solutions that are continually ahead of the industry
benchmark.
List of Services
Sample Participant Statement
Enrollment Booklet Overview
Web Capabilities