Ascensus, LLC

About Ascensus, LLC

<p>Retirement plan administration and recordkeeping are core parts of what Ascensus, LLC does, with a mix of plan design and compliance support for employer-sponsored plans. Founded in 1980, the firm works with plan sponsors and partners on the day-to-day operation of tax-advantaged savings programs.</p> <p>Ascensus is headquartered in Dresher, Pennsylvania in the Philadelphia metro area, with another office in Newton, Massachusetts in the Boston area. The firm reports 131,705 clients and $315.0B in assets under management (2025).</p> <p>Service work includes plan design, required testing and filings, and recordkeeping. Through its FuturePlan by Ascensus brand, it also supports defined contribution and defined benefit plans. Outside of workplace retirement plans, Ascensus is active in education savings (including 529 plans), ABLE accounts, and institutional insurance programs.</p> <p>One differentiator is its mix of retirement plan operations and state-sponsored savings program administration under one provider, supported by long-running technology partnerships.</p> <ul> <li>Plan design and ongoing administration</li> <li>Compliance support for tax-advantaged plans</li> <li>Recordkeeping and participant services</li> <li>Defined contribution and defined benefit plan support (FuturePlan by Ascensus)</li> <li>529 and ABLE savings program administration</li> </ul>

Website: https://ascensus.com

Founded: 1980

Employees: 5600