Welcome to Ascensus

Your Vanguard retirement plan and/or account has successfully transitioned to Ascensus.
Q3 account statements will be available in October

Participants will receive statements from Vanguard and Ascensus for this quarter.

The Vanguard statement will be available first and will include activity in the quarter through the transfer date, including the transfer amount and will have an ending period balance of $0. It will be available online and/or mailed to you based on your elected preference.
The Ascensus statement will be available second and will show activity following the transfer date, beginning with the transfer amount through the end of the quarter. It will be available online and/or mailed to you based on your elected preference.

Check your email to activate plan access

Watch for an email from employerweb@ascensus.com
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.

SEP and SIMPLE IRA plans:
Watch short video
Download "how-to" guide

Individual(k)^TM plans:
Watch short video
Download "how-to" guide

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

Easily access your account online

Register now

Once registered, we've made it easy for you to ensure your account is established the way you prefer. Take a few easy steps to:

Check your balance
Confirm your eDelivery elections
Provide beneficiary designations
Review how you want your future contributions invested

Participant reference sheet
Helpful information to keep on hand when managing your account.
Download Individual(k) Participant Reference Sheet
Download SEP and SIMPLE IRA Participant Reference Sheet

Digital tools make account access easy
Quick review of the registration process and READYSAVE^TM app.
Download Digital Capabilities Guide

Important SEP and SIMPLE IRA documents
Review and save these documents for your records as they will govern your plan at Ascensus.
SIMPLE IRA Amendment
SEP IRA Amendment
Ascensus Trust Privacy Notice

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.

View all FAQs

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

small business retirement