Ascensus

We work hard every day to help millions of people save for what matters—retirement, education, and healthcare. This is both our passion and expertise. Through partnerships with financial institutions and financial professionals, our savings plans are designed to be smart, clear, personal, and most of all, effective. We help people save for what matters—retirement, education, and healthcare. With more than 40 years of experience, the firm offers tailored solutions that meet the needs of financial institutions, state governments, financial advisors, employers, and individuals. We support more than 115,000 retirement plans, more than 6 million 529 education savings accounts, and a growing number of ABLE savings accounts. It also administers more than 1 million IRAs and more than 660,000 consumer-directed health (CDH) plans. As of June 30, 2020, Ascensus had more than $327 billion in total assets under administration.