Introduction
Ascensus
www.ascensus.comAssets ($MM) by Plan Type | ||||
---|---|---|---|---|
Ranked #23 | $64,557 | |||
401(k) | $61,371 | |||
403(b) | $1,641 | |||
457 | $87 | |||
NQDC | $120 | |||
All Other | $1,338 |
Participants by Plan Size | ||||
---|---|---|---|---|
Ranked #19 | 1,657,236 | |||
<$10MM | 1,197,362 | |||
$10MM – $50MM | 301,961 | |||
>$50MM – $200MM | 92,557 | |||
>$200MM – $1BMM | 65,356 | |||
>$1B | 0 |
Service Offerings | |
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New client restrictions | None |
Multiple service models | Yes |
Offers corporate trustee services | Yes |
Internal ERISA counsel | 50 |
Will act as §3(16) fiduciary | No |
Participant Services | |
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Call center hours | Weekdays: 8 a.m. - 8 p.m. ET |
Online chat support | No |
Mobile app | Yes |
Managed account options | Morningstar/Ibbotson; Stadion |
Retirement Income | |
---|---|
Displays retirement income estimate on statements | No |
Offers in-plan guaranteed retirement income products | No |
Offers out-of-plan annuity bidding service | No |
Recordkeeping Platform Proprietary system |
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