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www.ascensus.com
Ascensus, LLC is a leading independent provider of retirement plan administration, recordkeeping, and related education savings and insurance services.
Ascensus, LLC is a leading independent provider of retirement plan administration, recordkeeping, and related financial services. It offers education savings programs, ABLE savings, and institutional insurance solutions, along with administration, fiduciary, actuarial, and consulting services. Serving individuals, employers, financial institutions, and plan sponsors, Ascensus delivers these capabilities through a technology-enabled platform and a network of partnerships to help clients design, implement, and manage compliant, efficient savings and benefits programs.
Mission statement
To help people save for the future by delivering compliant, accessible retirement, education savings, and related financial services through scalable technology and trusted partnerships.
Products & Services
IRA Products and Solutions Solution
Comprehensive solutions for efficient IRA administration and compliance.
www.ascensus.com/solutions/retirement/ira-products-solutions- ✓ IRA Administration — Facilitates IRA Management
- ✓ Seamless Integration — Improves Efficiency
- ✓ Risk Reduction — Decreases Compliance Risks
- ✓ Consulting — Expert Guidance on IRA Programs
- ✓ SEP & SIMPLE IRA Administration — Supports Small Business Retirement Plans
- ✓ Faster Client Processing — Reduces Data Entry
- ✓ Enhanced Client Experience — Boosts Customer Satisfaction
- ✓ Compliance and Marketing Resources — Supports Regulatory Adherence
- ✓ Forms and Documents — Streamlines IRA Setup
- ✓ Time Saving — Saves Processing Time
- ✓ Amending IRAs — Facilitates Compliance Updates
- ✓ Education and Training — Enhances Knowledge Base
529 Plans Solution
Help Families Save For Education With Tax-advantaged 529 Plans.
www.ascensus.com/solutions/education/529-plans- ✓ State-supported Plans — Access State-specific Benefits
- ✓ Tax-advantaged Growth — Grow Savings Tax-deferred
- ✓ Tax-free Withdrawals for Qualified Expenses — Withdraw Without Tax Penalties
- ✓ Flexible Investment Options — Choose Investment Strategies
- ✓ Ugift® Gift Contributions — Encourage Contributions To Funds
Coverdell Solutions Solution
Streamline education savings for families with comprehensive Coverdell ESA solutions.
www.ascensus.com/solutions/education/coverdell-solutions- ✓ Program Administration — Simplify ESA Management
- ✓ Forms and Documents — Access Essential ESA Documents
- ✓ Education and Training — Enhance Client Knowledge
- ✓ ESA Resources — Utilize Supportive ESA Tools
BOLI (Bank-Owned Life Insurance) Product
Optimize employee benefits funding while achieving tax advantages with BOLI solutions.
www.ascensus.com/solutions/insurance/boli- ✓ Tax-Advantaged Cash Value Accumulation — Enhance Financial Efficiency
- ✓ Tax-Free Death Benefits — Ensure Beneficiary Support
- ✓ Institutional Pricing — Secure Competitive Rates
- ✓ Tax-Free Withdrawals and Loans — Access Funds Without Tax Burdens
- ✓ Broad Asset Class/Manager Options — Gain Diverse Investment Choices
- ✓ Comprehensive Administrative Support — Streamline Program Management
- ✓ Guarantee Issue Underwriting — Facilitate Simple Underwriting
- ✓ Pre-Purchase Due Diligence — Ensure Informed Decisions
COLI (Corporate-Owned Life Insurance) Product
Optimize nonqualified benefits costs with tax-advantaged COLI solutions.
www.ascensus.com/solutions/insurance/coli- ✓ Tax-Advantaged Cash Value Accumulation — Benefit from Tax-Free Growth
- ✓ Tax-Free Withdrawals and Loans — Access Capital Tax-Free
- ✓ Investment Options — Gain Diverse Investment Choices
- ✓ Enhanced Hedging Strategies — Mitigate Nonqualified Benefits Costs
- ✓ Comprehensive Program Support — Streamlined COLI Program Management
ICOLI (Insurance Company-Owned Life Insurance) Product
Optimize tax-efficient investment strategies with tailored ICOLI programs.
www.ascensus.com/solutions/insurance/icoli- ✓ Comprehensive ICOLI Diagnostics — Enhance Portfolio Diversification
- ✓ Tax-Efficient Investing — Maximize Tax-Adjusted Earnings
- ✓ Ongoing Regulatory Compliance — Streamline Compliance Reporting
CUOLI (Credit Union-Owned Life Insurance) Product
Optimize employee benefit expenses with a tailored CUOLI program.
www.ascensus.com/solutions/insurance/cuoli- ✓ Dedicated Team — Receive Attentive Service
- ✓ End-to-End CUOLI Lifecycle — Manage CUOLI Efficiently
- ✓ In-house Proprietary Technology — Leverage Top Technology
- ✓ Comprehensive Reporting — Gain Insightful Reports
ABLE Savings Solution
Empowers individuals with disabilities to save while maintaining eligibility for federal benefits.
www.ascensus.com/who-we-serve/savers-employees/save-with-an-able-account- ✓ Dedicated ABLE Program Administration — Streamlines Account Management
- ✓ Tax-Advantaged ABLE Accounts — Maximizes Savings Potential
- ✓ Preserve Benefit Eligibility — Supports Financial Independence
- ✓ Multiple Investment Options — Enhances Growth Opportunities
- ✓ Accessible Expenses — Provides Financial Flexibility
- ✓ Entity Management Dashboard — Streamlines Account Oversight
Trust and Custody Services Service
Streamlined trust and custody solutions enhancing plan management efficiency.
www.ascensus.com/solutions/retirement/trust-custody-services- ✓ Integrated Trust and Custody — Streamline Asset Management
- ✓ Retirement Plan Administration Services — Facilitate Plan Operations
- ✓ Abandoned Plan Solutions — Simplify Plan Termination
Self-Administered Program Service
Streamline IRA and HSA administration with a self-administered program that simplifies compliance and reduces errors.
www.ascensus.com/who-we-serve/banks-credit-unions-financial-institutions/simplify-ira-hsa-program-administration/self-administered-program- ✓ Call Center Support — Receive Expert Assistance
- ✓ Compliant Forms Generation — Ensure Compliance Easily
- ✓ eSign and Integrated Imaging — Enable Paperless Processing
- ✓ IRAdirect Express Integration — Streamline Operations
- ✓ IRAdirect Interact and eSign — Optimize Training and Workflow
- ✓ Staff Training — Empower Your Team
- ✓ Technical Reference Manuals — Access Valuable Resources
Forms & Document Services Service
Streamline IRS compliance with comprehensive forms and document services.
www.ascensus.com/who-we-serve/banks-credit-unions-financial-institutions/stay-compliant/forms-document-services- ✓ IRS-Approved Forms — Utilize Approved Forms
- ✓ Document Services — Administer Documents
- ✓ Document Compliance Services — Ensure Compliance
- ✓ Consumer Education Resources — Educate Consumers
- ✓ IRA Mailing Services — Utilize Mailing Services
Advisor Central Platform
Empower Advisors To Strengthen Retirement Practices.
advisors.ascensus.com- ✓ Advisor-Focused Platform — Streamline Client Interactions
- ✓ Practice Management Tools — Increase Efficiency
- ✓ Comprehensive Resources — Enhance Knowledge Base
Administration & Professional Development Service
Streamline IRA/HSA program management while enhancing staff capabilities.
www.ascensus.com/who-we-serve/banks-credit-unions-financial-institutions/simplify-ira-hsa-program-administration- ✓ IRA/HSA Administration — Ensure Compliance And Efficiency
- ✓ Professional Development Resources — Empower Staff With Training
- ✓ IRAdirect® System — Enhance Administrative Efficiency
- ✓ Training Products — Customize Employee Training
- ✓ eSignature Technology — Facilitate Quick Transactions
Market Segments
529 plan administration
Administration and recordkeeping of state-sponsored education savings plans, including investment option management, tax-advantaged treatment, and family contribution features.
Coverdell ESA administration
Program administration, compliance, forms, and advisor and client education for Coverdell education savings accounts.
IRA administration and processing
End-to-end administration for traditional, Roth, SEP and SIMPLE IRAs including amendments, compliance, integration with core systems, and transaction and forms automation to reduce manual entry and risk.
Self-administered IRA and HSA processing
Paperless, guided transaction workflows for self-administered retirement and health savings accounts featuring eSign, compliant forms generation, imaging, and call-center support.
Trust and custody for retirement plans
Integrated trust, custody, and asset management services for retirement plans, including abandoned plan termination support and operational efficiencies for plan sponsors.
Common Questions
- What does Ascensus, LLC do?
- Ascensus, LLC is a leading independent provider of retirement plan administration, recordkeeping, and related financial services. It offers education savings programs, ABLE savings, and institutional insurance solutions, along with administration, fiduciary, actuarial, and consulting services. Serving individuals, employers, financial institutions, and plan sponsors, Ascensus delivers these capabilities through a technology-enabled platform and a network of partnerships to help clients design, implement, and manage compliant, efficient savings and benefits programs.
- What is Ascensus, LLC's role in the 529 plan administration market?
- Administration and recordkeeping of state-sponsored education savings plans, including investment option management, tax-advantaged treatment, and family contribution features.
- What is Ascensus, LLC's role in the Coverdell ESA administration market?
- Program administration, compliance, forms, and advisor and client education for Coverdell education savings accounts.
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