Your Vanguard retirement plan has successfully transitioned 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.
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
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:
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 READYSAVETM 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
Years of service
Retirement Leader of the Year1
Retirement plans2
Participants2
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.
1With Intelligence. With Intelligence Mutual Fund & ETF Awards. June 2024.
2Ascensus data as of July 2024.