Our independence gives you freedom to choose and is backed by expert partnership.
Explore all retirement solutions
We service organizations of all sizes by offering technology-enabled solutions and expertise to help employees and executives save for retirement more efficiently and effectively.
Optimize outcomes, ease administration
A stronger retirement plan, financially healthier employees, better business outcomes. We have the key programs and services to help you get there.
Educate your employees
Ascensus specializes in benefit consulting and education, helping companies with responsibilities such as enrollment meetings, temporary staffing, and related communications.
You may also be interested in
401(k) plan options
Defined contribution
MEPs and PEPs
Feature comparison
| Key Features | Ascensus CoPilot Retirement Solution | Ascensus Retirement Solution |
| Full-service administration |
|
|
| Third-party administrator (TPA) service arrangements |
|
|
| Streamlined, value-focused plan design |
|
Flexible |
| Investment options | 3(38) investment manager | Open architecture |
| 3(16) administrative services |
|
|
| Managed account options | Coming soon |
|
| Automatic enrollment and automatic increase | Automatic enrollment required |
|
| Flexible integration with payroll providers |
|
|
| Financial Wellness programs | Financial Finesse Essentials | Financial Finesse Essentials and PLUS available |
| ReadySAVETM App |
Coming soon |
|
| Onboarding support from a dedicated consultant |
|
|
| In-person and virtual enrollment meetings |
|
Feature comparison
| Key Features | Ascensus CoPilot Retirement Solution | Ascensus Retirement Solution |
| Full-service administration |
|
|
| Third-party administrator (TPA) service arrangements |
|
|
| Streamlined, value-focused plan design |
|
Flexible |
| Investment options | 3(38) investment manager | Open architecture |
| 3(16) administrative services |
|
|
| Managed account options | Coming soon |
|
| Automatic enrollment and automatic increase | Automatic enrollment required |
|
| Flexible integration with payroll providers |
|
|
| Financial Wellness programs | Financial Finesse Essentials | Financial Finesse Essentials and PLUS available |
| ReadySAVETM App |
Coming soon |
|
| Onboarding support from a dedicated consultant |
|
|
| In-person and virtual enrollment meetings |
|
