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
Your employer will inform you throughout the transition of the exact dates for each milestone.
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.
Set up your online account
Your employer will inform you when it’s time to set up your online account so you can join the plan. It only takes about 10 minutes!
- At that time you can register at https://secure.ascensus.com/login/participant
- View your enrollment material for registration instructions
You won't have full access to your account quite yet—but it will be ready for you once the transition is complete.
We're securely transferring your plan
Ascensus will receive your assets and prepare for investment into your account.
Your plan is live! Log in and explore
Welcome to Ascensus! Your employer will let you know when you can log in to your account.
Log in at https://secure.ascensus.com/login/participant. Review your plan's features, options, 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
If you haven't yet registered, you can do it now. See your initial login information on the last page of your Quick Start Guide for assistance.
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
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
1Source: Financial Finesse, 2020.
Transition Resources
Learn more about what you can expect.