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Quality and Independence. Unrivaled Expertise.

Who We Are

At Ascensus, we offer quality retirement plan design, administration, and consulting services to help millions of Americans
achieve the retirement they deserve.

Defined Contribution
Defined Benefit and Cash Balance
Specialty Administration
We partner with financial professionals – chosen by the employer – to help our clients offer tax-qualified retirement plans. We service defined contribution plans, such as 401(k)s, 403(b)s, and Money Purchase Plans.*
We service Defined Benefit/Defined Contribution Combo and Cash Balance
Plans to help our clients take advantage
of tax benefits.
For situations that require specialized
plan design, we also offer
Prevailing Wage Plans and
457(b) plans.



How We’ve Grown

5 years ago:
1,100 associates
9 office locations
43,000 retirement plans
$46 billion assets under administration
2,000 associates
26 office locations
50,000 retirement plans
$158 billion assets under administration

Who We’re Hiring

When you join our team, you go to work every day knowing that what you do matters. Your efforts can help someone achieve a financially secure retirement, and that’s a rewarding way to spend your day. As our way of saying ‘thank you’ for helping Americans achieve their dreams, we sponsor industry designations and assist with the cost incurred to complete exams to further your professional development. Our growing organization has increasing job openings across the country and we'd like to speak with you.

Retirement Plan Coordinator:

A Retirement Plan Coordinator acts as a support person for the Retirement Plan Consultant. Through the evolution of this role, Coordinators will begin in an administrative role; preparing documents, collecting client’s financials, and following up via phone or email. Through training and experience, Coordinators will learn how to prepare the Form 5500 and assist with plan testing and audits. This position also offers remote working opportunities.

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Retirement Plan Consultant:

Retirement Plan Consultants serve as a relationship manager for plan sponsors and financial advisors for matters related to ERISA compliance, plan design, and governmental reporting. This position serves as the retirement plan resource for compliance testing, Form 5500s, and loans and distributions. Lastly, Consultants understand plan design and can assist on plan operation and document updates. This position also offers remote working opportunities.

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Actuarial Analyst:

An Actuarial Analyst is an entry-level role that acts as a support person for the Enrolled Actuary. Our analysts assist in the actuarial valuation, administration, government filings, and compliance processes of Defined Benefit and Cash Balance plans. We ensure all analysts receive training in all aspects of pension administration.

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Enrolled Actuary:

Our Enrolled Actuaries have one of two areas of specialization.

Defined Benefit and Cash Balance Plans

Pension and Qualified Plans

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How Can We Contact You?

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*We are not associated with any investment provider and can administer a broad range of investment products.

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