Ascensus

Ascensus is the largest independent retirement and college savings services provider in the United States, helping over 7 million Americans save for the future. With more than 35 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 47,000 retirement plans, over 3.9 million 529 college savings accounts, and a growing number of ABLE savings accounts. It also administers more than 1.5 million IRAs and health savings accounts and is home to one of the largest ERISA consulting teams in the country.  Ascensus delivers a full range of comprehensive solutions for organizations seeking to achieve and maintain operational compliance and market share in the IRA, HSA, ESA, and retirement plan industry. Ascensus’ core capabilities encompass every component of the retirement infrastructure, including third-party plan administration, web-based service solutions, trust and custody services, multilingual participant education programs, staff training, and documentation. The firm has also created one of the most advanced health savings account (HSA) administration and training platforms in the nation.  For more information about Ascensus, visit www.ascensus.com.