• Major Clients: confidential
  • Year Founded: 1996
  • Fulltime Employees: Above 100
  • Active Clients: 74
  • Client Retention Rate: 89%
  • Revenue: Under $250,000
  • Pricing: Economy prices for extremely cost-conscious marketers
  • Primary Services: 401K Services
  • Social:
About - Ascensus, Inc.

With more than 30 years of industry experience, Ascensus is the largest independent retirement plan services provider in the U.S. Ascensus partners with financial institutions to offer tailored solutions to meet the needs of financial professionals, employers, and individuals, and provides recordkeeping and administrative services to over 43,000 retirement plans and administers over 1.5 million IRAs. Recognized as a top workplace, Ascensus is home to 1,100+ highly trained associates and one of the largest ERISA consulting practices in the country.


Core Capabilities  

  • ERISA consulting
  • Compliance support
  • Sales
  • Trust services
  • Multilingual participant education
  • Training
  • Documentation
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