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Who We Serve Institutional Partners

INSTITUTIONAL PARTNERS

Don't just keep up. Get ahead.

Transformational changes in technology, regulations, and customer expectations make it challenging for retirement services providers to keep up, let alone get ahead. Yet when optimized, retirement plans are still a cost-effective growth channel.

Asset managers, banks, insurers, distributors, and state governments trust Ascensus to deliver stability, profitable growth, and innovation through technology-enabled outsourcing.

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Partnerships Insights

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How to Go From Outdated to Upgraded

Discover how modern technology can transform retirement plan systems without a full-scale replacement. Learn strategic approaches to improve efficiencies, enhance client relationships, and mitigate risks.
Partnering for Growth
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What's Ahead for Institutional Retirement Plan Providers

Partnering for Growth
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Ascensus is a growth enabler

Partnering with us lets you keep your firm’s highest value drivers, while entrusting other services and capabilities to an industry leader.

Whether you want to modernize critical service and administration functions that aren’t core to your business, or influence savings behavior and outcomes, our expertise will help you get there. We’ll deliver greater efficiency, accuracy, and security to those you serve—at low costs—so you can compete—and win.

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Ascensus is the independent partner of choice.

With some partnerships dating back 20+ years, our partners trust us to steward their brand and help them achieve their strategic business objectives.

  • Free up capital to reinvest in other priorities

  • Leverage technology innovation that saves the cost, time, and risk of maintaining it in-house

  • Deliver industry-leading retirement plan solutions, expertise, and service

  • Focus on core strengths and value drivers

  • Quickly expand the reach of your solutions through our open-architecture platform and nationwide distribution networks

  • Enhance client and saver experiences to drive behavior and better outcomes

Achieve your goals, your way.

Choose the right solution for your firm’s unique challenges, opportunities, and business model from our flexible options.

Full Outsourcing

Entrust us with all operations, services, and/or distribution for your retirement business line so you can redeploy resources to your firm’s strategic priorities.

Keep the experience and customer relationship under your brand, if desired, while we work behind the scenes to deliver world-class service and the highest quality at low cost.

Read a full outsourcing case study

 Selective Outsourcing

Similar to full outsourcing, yet you keep more control of the customer experience.

Delegate to us the critical processes or capabilities that would be better delivered through our technology-enabled services and backed by expert support.

Read a selective outsourcing case study