We'll help you save for what matters.
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.
- At that time you can register at https://secure.ascensus.com/login/participant
- View the Quick Start Guide for registration instructions
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:
- Participant Services: 888-652-8086, Monday-Friday, 8:00 a.m. to 8:00 p.m. ET
- Employee website: https://secure.ascensus.com/login/participant