Welcome. We're glad to serve you.

Your retirement plan is moving to Ascensus, and we're so glad you're coming. Our sole focus is helping employees like you prepare for a more secure retirement.

Transition Timeline

We'll help you save for what matters.

Retirement expertise

With 40+ years of experience, we know how to help you achieve your retirement goals.

Personalized technology

Saving for your future is easy with our robust tools, mobile app, and employee website. Your personal data will always be safe and secure.

Expert support

Our experienced service team can help you take full advantage of your retirement plan.

Transition Timeline

The transition begins

We're working hard behind the scenes to make your transition smooth and easy.

Last day to interact with your current retirement plan

Your employer will provide you with a blackout notice that details the final dates to request a distribution, request a loan, or make investment transfers.

We're securely transferring your plan

Ascensus will receive your assets and prepare for investment into your account.

Your plan is live! Register to log in and explore

Welcome to Ascensus! Your employer will let you know when you can log in to your account.

Once you’re registered, you can log in to review your plan's options and features available and:

  • Choose your statement delivery preference (default is paperless)
  • Enter your beneficiary information. Please note: This information did not transfer from your previous plan. Now is a great time to make sure you’ve assigned a beneficiary(ies).
  • Opt-in for automatic account rebalancing
  • Opt-in for auto-increase

Need to reach us? Here's how, now that the plan is live:

Financial wellness for your complete financial picture.

A well-rounded financial strategy includes saving for retirement—as well as managing debt, establishing an emergency fund, and budgeting for life events such as a new baby, college tuition, or buying a house. Financial Finesse, the country’s largest independent provider of unbiased workplace financial wellness programs,1 helps you build confidence in all aspects of your finances:

  • Get your personal financial wellness score
  • Develop a personal action plan
  • Support your success with extensive tools and education

Financial Finesse flyer

 

1Source: Financial Finesse, 2020.

Transition Resources

Learn more about what you can expect.

Frequently Asked Questions