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Ascensus
 
 
Overview: 

Ascensus is the largest independent retirement and college savings services provider in the United States, helping 6 million Americans save for the future. With more than 30 years of experience, the firm partners with financial institutions to offer tailored solutions that meet the needs of financial professionals, employers, and individuals. Ascensus specializes in recordkeeping, administrative, and program management services, supporting over 43,000 retirement plans and 2.8 million 529 college savings accounts. It also administers more than 1.5 million IRAs and health savings accounts.

Core Capabilities  

   Retirement Services – 401(k), 457, Defined Benefit and IRA administration
   College Savings – 529 plans
   Health Savings Accounts (HSAs)
   ERISA consulting
   Compliance support
   Trust services
   Multilingual education and services including document translation
   Training
   Documentation and forms

Solutions are offered with open architecture investment capabilities tailored to the needs of institutional partners, third party administrators, financial advisors, plan sponsors, and participants.


 
 
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Privatebanking.com
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Ascent Limited
Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.
    Ascent Limited
   
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