Expertise That Powers Better Retirement Outcomes
As a leading retirement solutions provider, we solve your plan challenges and deliver meaningful results. Our unique approach to plan management can help us serve you as your trusted partner, delivering tailored outcomes, with an ease of experience.
Trusted Partner
Our expertise, scale, and industry relationships uniquely position us to serve as a trusted partner committed to your success.
Unparalleled Expertise:
Over 45 years* of deep retirement expertise servicing and administering plans—engraining it into our DNA.
*Source: FuturePlan is part of Ascensus, founded in 1980.
1,500+
Associates
40,000
plans serviced
Best-in-class client recommendation rate
Leading-edge infrastructure
Industry leading innovation and structure that leverages the enterprise capabilities of a world-class financial services organization.
**Source: FuturePlan data as of 3/31/2026
600
credentialed associates**
Highest national and international standards for information security management
Consistent investments into our business to better serve clients - including artificial intelligence, data privacy stadards, and technology
Depth of Partnerships
A history of established relationships and integration capabilities across the entire retirement ecosystem, including financial advisors, recordkeepers and payroll providers.
Tailored Outcomes
We listen to your needs and design core retirement solutions that deliver tailored outcomes. From plan design to administration to fiduciary responsibilities, our unparalleled expertise simplifies complex challenges.
Solutions Built for You:
Solutions guided by your goals—with consulting services crafted to align seamlessly with your specific business needs.
Capabilities that Deliver:
Core capabilities integrated across plan design, administration, and operations to improve effectiveness and efficiency.
Outcomes with Impact:
A consultative approach with over 500+ in-house experts* that have a history of designing plans with higher participation rates, greater stability, and improved satisfaction rates. Cash Balance & Defined Benefit Non-Qualified & Prevailing Wage 3(16) Fiduciary Services MEPs, PEPs and Group Plan Solutions Solo Plans (including 401(k) and Defined Benefit).
For your business
Boost employee loyalty and improve talent retention.
$100,000
or more in savings from employee turnover
can result from offering a 401(k) plan*
For the plan
Avoid costly errors in administration and compliance testing while delegating fiduciary responsibilities to reduce risk.
75%
of payroll files analyzed for 3(16) clients have errors that we identify and correct***
For your participants
Drive higher participation and contribution rates for a healthier plan and stronger employee outcomes.
8.5%
greater plan
participation
14.8%
higher deferral rates
with TPA's vs
bundled plans**
*Source: One Secret to Retaining Top Talent? Offering Retirement Benefits: https://prod.gusto-assets.com/media/Gusto-Research-One-Secret-to-Retention-401k-Retirement-Benefits-Q3FY23.pdf
**Source: Ascensus as of Q32025
***Source FuturePlan by Ascensus Data 2025
Our Capabilities
Defined Contribution Plans
Defined Benefit Plans
Cash Balance Plans
3(16) Fiduciary Services
Group Retirement Plans
Prevailing Wage
Ease of Experience
Through our consultative approach, we deliver a consistent and predictable experience that reduces friction and improves oversight of your plan.
Capabilities that deliver
my.FuturePlan is your personalized portal - designed to deliver instant access to key plan details, actionable insights, and timely updates, all from one intuitive dashboard.
Client-first Culture:
An ongoing commitment to refining our service model and investment decisions based on client feedback.
World-class Service:
Dedicated consultants at every stage of your plan, backed by expert teams that hold to a 24-hour response time—even during peak periods with the metrics to prove it.
Operational Excellence:
Relentless focus on improving transparency, responsiveness and data quality—allowing our teams to deliver a consultative, higher-value client engagement.
Personalized support
Dedicated consultants assigned at all stages of your plan
Rapid response times
24-hour response even in peak times
Proactive communication
Delivering insights and updates to keep you informed and prepared
Plan resolution
ERISA consultants focused on resolving issues quickly and efficiently for plans that
Our Experience
33,500+
Plans under management
Preferred partnerships with elite recordkeepers
60+
Sales team members serving in all 50 states
$101+ billion
Plans under management
1500+
Skilled team members to serve you
Let’s Work Together
If you are looking to grow your practice by offering defined benefit plans, defined contribution plans or expanding your planning capabilities, connect with us today!