Ascensus

At Ascensus, LLC, we revolutionize financial security by helping millions save for a better future. As the largest independent recordkeeping services partner in the United States, we assist through partnerships with leading financial institutions and state governments to offer a wide variety of tax-advantaged savings solutions. Since our establishment in 1980, we have grown to facilitate over 14 million accounts and oversee more than $808 billion in assets under administration.

Our team of more than 5,600 dedicated associates drives our commitment to operational excellence through technology-driven solutions in retirement savings, education funding via 529 plans, and ABLE accounts, enabling individuals with disabilities to save for future expenses without jeopardizing critical benefits. We apply our expertise to ensure that all Americans can effectively achieve their financial goals, whether through workplace retirement plans or individual funding options for higher education. Ascensus empowers savers with the tools they need to secure their financial futures, fostering a culture grounded in accessibility, integrity, and service excellence.