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Business Exchange Profile

Ascensus Retirement Services

With more than 30 years of experience, Ascensus is a leading provider of retirement services, including recordkeeping and administrative services to over 27,000 defined contribution plans and 1.5 million IRAs. Our range of solutions covers ERISA consulting, trust services, participant education, training and retirement plan documentation.

Ascensus Retirement Services Reviews

Member's Profile
(Owner/President, Shenandoah Medical Asso.. at SMA)
Business where it was used: Revenue: Less than $10M, Industry: 401k
I transferred our 401k and profit sharing plan to Vanguard/Ascensus two years ago. It has been OK with occasional hiccups so far but this year has been a nightmare to have our profit sharing portion calculated and deposited on our account. It has been sitting on trust fund for last three months. When we call they have same questions we have answered by email and by phone many time. There is no one consistent contact person for small business client service team and in fact there does not seem to have any team as one does not seem to know what the other is doing and they do not even seem to be interested on reading the thread of emails to find the details of problem.
I would use this again
(CFO at NineSigma, Inc.)
Business where it was used: Revenue: $10 - $100M, Industry: Managed innovation services
Ascensus has been our 401k plan TPA for approximately the past 3 years and I have nothing but complements and satisfaction to report regarding their service. Responsiveness is always fast, accuracy and helpfulness are top notch, as are how the manage timelines for compliance and reporting. The website provides for timely, quality reporting and self service, both for the employer and the employees. I wholeheartedly recommend Ascensus to anyone looking for a 401k TPA.
I would use this again
Member's Profile
(Vice President at Alta Investors)
Ascensus is one of our favorite 401k recordkeepers. They have great service and low fees. They also give us access to the Vanguard funds and ETFs.
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3 Ratings, 3 Reviews
2 out of 3 would use this again

Business Information