small business retirement

Welcome to Ascensus!

Your small business retirement plan has successfully transitioned to Ascensus—and we’re honored to serve you. In this short video, hear from Mary Torgerson, head of Ascensus small business retirement, about the world-class service, technology, and resources that will help you get the most out of your retirement plan.

Your Plan Sponsor Web Experience

Check your email to activate plan access

  1. Watch for an email from employerweb@ascensus.com
  2. Click the customized, time-sensitive link to register for access

After registering for access, you can log in to your plan website directly.

Note: If you are also a participant in the plan, see helpful information regarding account access below.


Helpful resources

Making contributions
Resources to walk you through the process.

 

Plan reference sheet
Keep this handy guide available for quick access to important information.
SEP and SIMPLE IRA plans
Individual(k) plans

Important Individual(k) plan documents
Please review these documents. A signature ready version will be sent to the plan contact on record by 12/31/2024.
Ascensus Recordkeeping Services Agreement
Ascensus I(k) Trust Agreement

Proven industry leadership and expertise

40+

Years of service

#1

Retirement Leader of the Year1

275,000+

Retirement plans2

5 million+

Participants2

Frequently asked questions

Vanguard and Ascensus have a longstanding relationship working with employers to help employees prepare for retirement. Ascensus has deep retirement expertise and tools to keep pace with changing regulations and designed for participants in small business plans.

Ascensus will act as a recordkeeping provider and Ascensus Trust will be the custodian for your Individual(k) plan.

Ascensus Trust will act as custodian for your SEP or SIMPLE IRA plan.

Account access will be available via Ascensus' employee website. Here you can register for account access, view your balance, and make changes to your account.

You will have "read only" access to view your account history on Vanguard’s website for one year.

1With Intelligence. With Intelligence Mutual Fund & ETF Awards. June 2024.
2Ascensus data as of July 2024.