General Info

Ascensus is one of the largest, independent retirement plan record keepers for plans in all size segments of the market. The company provides full-service retirement record keeping and administration through customized solutions. It offers various marketing services, including customized partner proposals, complete proposal fulfillment and tracking, and customized proposal and new plan sales reporting. The company also provides installation and plan set-up services, such as volume submitter plan documents, adoption agreements, plan amendment services, document reviews, installation kits, detailed reviews of payroll submission methods, production of customized enrollment brochures, and set-up of contribution submission calendar. Ascensus is located in Dresher, Pa.